↑点击上面图片 加雪球核心交流群 ↑ 筛选结果 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者： 老丁养基 来源：雪球 这几天老丁趁着国庆假期 ， 筛选了一些低波动的固收+基金 。 主要想的是 ， 可以将中期不用的钱 ， 或者将长期定投的剩余金额放在里面 。 经 过一番筛选后 ， 发现6只还不错 ， 和大家共享 。 01 筛选条件 1 、 基金规模2亿元以上 。 基金太小了 ， 容易清盘 ， 还有就是基金公司有时会重视不够 ； 02 根据上述筛选结果 ， 共筛选出13只基金 。 如下 ： | 基金名称 | 代码 | 成立以来 | 近5年最 | 股票仓位 | | 基金规模 今年以来 近1年 | | 近3年 | 近5年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 年化收益 | 大回撤 | | | | | | | | 华泰柏瑞鼎利混合C | F004011 | 7.86% | 4. 30% | 7. 32% | 81亿 | 3.04% | 2. 79% | 12. 92% | ...

Core Viewpoint - The article discusses the performance and characteristics of low-volatility fixed income plus funds, highlighting their potential for investment based on historical data and metrics such as maximum drawdown and innovation high counts [5][6]. Group 1: Fund Performance Metrics - A total of 94 funds met the criteria of having a stock market value to net asset value ratio greater than 0 but less than 10% and achieved 80 innovation highs from September 1, 2020, to August 31, 2025 [5]. - After filtering for only A shares, 55 funds remained, with notable performance in terms of innovation highs, including Long An Xin Yi Enhanced Mixed A with 633 highs, Penghua Hong Tai Mixed A with 327 highs, and Chuang Jin He Xin Li Mixed A with 294 highs [6]. Group 2: Fund Manager Performance - Among the remaining 28 funds, the top two funds based on annualized return since the fund manager's tenure are managed by Zheng Qing, with returns of 9.87% and 8.01% respectively [8]. - The article lists the performance of these funds, emphasizing the importance of fund manager experience and historical performance in investment decisions [12]. Group 3: Risk and Return Analysis - The article provides a detailed analysis of the funds based on metrics such as annualized return, maximum drawdown, Sharpe ratio, and Calmar ratio, ranking them accordingly [10]. - The fund "E Fund Hengsheng 3-Month Regular Open Mixed" has a 100% institutional holding ratio, indicating strong institutional confidence [11]. Group 4: Top Performing Funds - The top-performing funds based on Sharpe ratio and Calmar ratio include "Huatai Bairui Dingli Mixed A," which has the best data metrics and the largest scale at 117.74 billion [12].

Core Insights - The report highlights a decline in the proportion of individual investors holding equity funds in 2024 compared to 2023, indicating a shift in the investor landscape [1][2][3] Individual Investor Holdings - As of the end of 2024, individual investors held 15.69 trillion units of public funds, accounting for 53.89% of the total, while institutional investors held 13.43 trillion units, representing 46.11% [1] - The share of individual investors in stock funds decreased significantly by 7.29 percentage points, while their holdings in mixed funds and bond funds increased [2] - The most held fund by individual investors was the招商中证白酒指数A, with over 4.8 million holders, where individual investors accounted for 97.91% of the shares [2] Fund Turnover Rates - The overall turnover rate of public funds increased in 2024, with open-end funds showing a turnover rate of 2.3895 times, up from 2.2376 times in 2023 [3][4] - Over 60% of fund companies reported an increase in turnover rates, with 兴合基金 leading at 20.3 times [4] - A total of 63 equity funds had turnover rates exceeding 10 times, primarily those with lower asset sizes [4][5] Fund Manager Strategies - Some fund managers opted for a more static approach, particularly among large funds exceeding 100 billion in size, where only six funds had turnover rates above 1 time [5] - Notably, several large funds, such as 易方达消费行业股票, exhibited very low turnover rates, below 0.2 times [5]