Group 1 - The article discusses the 2025 Golden Bull Award winners for mutual funds, highlighting the limited number of funds that have consistently performed well over seven and five years [3][4][6][8][10]. - A total of 23 funds were analyzed based on various performance metrics, including institutional ownership, stock allocation, manager tenure, and returns since inception [12][14]. - The article provides detailed performance data for these funds, including annualized returns, maximum drawdown, and Sharpe and Calmar ratios, indicating the risk-return profile of each fund [14][15]. Group 2 - The analysis includes a breakdown of the top-performing funds over the past three years, with specific mention of funds that achieved a Sharpe ratio greater than 1.0, indicating strong risk-adjusted returns [14]. - The article lists the funds held by fund companies, with the highest holdings noted for specific funds, such as the Oriental Red JD Big Data Mixed Fund, which had a holding of 36.26 million yuan [16]. - It ranks the funds based on institutional holdings, with the top fund, Dachen Gaoxin Stock A, having institutional investments amounting to 54.32 billion yuan [18]. Group 3 - The article also examines internal employee holdings in these funds, with Dachen Gaoxin Stock A leading with 26.41 million yuan held by its manager [20][21]. - The industry allocation of the funds is discussed, revealing that the top-heavy allocation is not particularly concentrated, with the highest sector weight being only 31.13% in electronics [22].
值得收藏!23只金牛基金,哪只更值得抄作业?
雪球·2026-01-08 08:09