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基金回报榜:41只基金昨日回报超5%
Sou Hu Cai Jing· 2025-07-09 01:26
Core Insights - The majority of stock and mixed funds achieved positive returns, with 91.29% reporting gains on July 8, 2023, and 41 funds exceeding a 5% return [1][2] - The Shanghai Composite Index rose by 0.70% to close at 3497.48 points, while the Shenzhen Component Index increased by 1.47%, and the ChiNext Index rose by 2.39% [1] - The top-performing sectors included telecommunications, electrical equipment, and electronics, with respective increases of 2.89%, 2.30%, and 2.27% [1] Fund Performance - The average net value growth rate for stock and mixed funds on July 8 was 0.99%, with 121 funds experiencing a net value decline of over 1% [1][2] - The fund with the highest net value growth rate was Yongying Technology Select Mixed Fund C, achieving a 6.19% increase, followed closely by Yongying Technology Select Mixed Fund A and Xinao Performance Driven Mixed Fund A, both at 6.18% and 6.03% respectively [2][3] - Among the funds with a net value growth rate exceeding 5%, 22 were equity funds, 11 were index equity funds, and 4 were flexible allocation funds [2] Decline in Fund Value - A total of 121 funds reported a net value decline, with the largest drop recorded by Great Wall Medical Care Mixed Fund C at -2.47% [2][4] - Other funds with significant declines included Great Wall Medical Care Mixed Fund A (-2.46%), Red Soil Innovation Medical Care Stock Fund (-2.43%), and Great Wall Health Mixed Fund C (-2.42%) [4][5] - The data indicates a concentration of declines in healthcare-related funds, particularly those managed by Great Wall Fund [4][5]
投资者实际收益不及基金回报,如何避免高买低卖?
Guo Ji Jin Rong Bao· 2025-05-22 12:20
Core Insights - The Chinese public fund industry has experienced explosive growth over the past decade, yet investors often realize lower actual returns compared to the fund's performance due to poor timing decisions [1] - Morningstar's report highlights the disparity between investor returns and fund returns, emphasizing the need for practical advice to help investors improve their returns [1] Investor Return Disparity - As of December 31, 2024, the five-year annualized investor return disparities for higher-risk products like equity-focused funds are -2.17%, -2.65%, and -3.59% for actively managed non-sector stocks and sector funds, respectively [2] - Lower-risk products such as conservative mixed funds and fixed-income funds show smaller investor return disparities of -0.86% and -0.62% [2] - Investors often overlook potential risks of funds due to blind chasing of trends, leading to significant losses during market downturns, particularly in sector funds [2] Recommendations for Investors - Investors should carefully assess their risk tolerance and select funds that align with their risk preferences, have experienced research teams, stable investment strategies, and robust risk controls [3] - A diversified investment portfolio with funds of varying risk-return characteristics can help mitigate risks during market fluctuations [3] - Emphasizing a long-term holding strategy can reduce the impact of poor timing decisions and enhance the potential for long-term asset appreciation [3]