每日钉一下(主动基金的规模,多大比较好?)
银行螺丝钉·2025-12-21 13:51

Group 1 - The core concept of fund advisory is to address the issue where funds make profits, but investors do not [4] - Fund advisory services are designed to help investors achieve better returns through professional guidance [5] - The article introduces a free course on fund advisory, which includes course notes and mind maps for efficient learning [5][7] Group 2 - Fund size significantly impacts the performance of actively managed funds, with a common saying that "size is the enemy of performance" [8] - Funds that are too small, such as those with only a few million in assets, face a high risk of liquidation, with a minimum size of 10 million recommended to reduce this risk [9] - Conversely, funds exceeding 10 billion in size may experience diminished excess returns due to increased management difficulty and higher transaction costs [11][12][14] - The ability of fund managers to invest in smaller stocks is limited by the size of the fund, which can restrict access to potentially lucrative investment opportunities [12] - While fund size is a factor, other elements such as stock allocation, industry preference, and valuation are more critical in determining fund performance [14]

每日钉一下(主动基金的规模,多大比较好?) - Reportify