Statement written before the article: Note before this article: The investment information listed in this article is only an objective description of the net asset value of the fund, and is not subjective, nor is it investment advice, and is purely entertainment in nature.
One operation is as fierce as a tiger, and 24409 funds have updated their net value, up: 12613, flat: 314, down: 5526, who is the king of the fund, who is at the bottom, please see the data:
On April 18, 2024, the top 10 open-end funds in terms of net value growth
The top 10 funds with the highest net value growth of open-end funds on the 18th are: Penghua Carbon Neutrality Theme Mix A, Penghua Carbon Neutrality Theme Mix C, Penghua Shanghai-Shenzhen-Hong Kong Emerging Growth Mix A, Penghua Shanghai-Shenzhen-Hong Kong Emerging Growth Mix C, Winwin Advanced Manufacturing Smart Mix Initiation A, Winwin Advanced Manufacturing Smart Mix C, GF CSI Hong Kong Stock Connect Non-bank ETF, Penghua New Energy Vehicle Mix A, Penghua New Energy Vehicle Mix C, and Quam Technology Kinetic Energy Mix C.
On April 18, 2024, open-end funds ranked in the bottom 10 in terms of net value growth
The bottom 10 funds in the net value growth of open-end funds on the 18th are: Yongying Quality Select Mixed Sponsor C, Yongying Premium Select Mixed Sponsor A, Industrial Securities Global Quality Selection Mixed A, Industrial Securities Global Quality Selection Mixed C, ChinaAMC CSI Green Power ETF, Wells Fargo CSI Green Power ETF, Harvest New Preferred Hybrid, CSI All-Index Power Utilities ETF, GF CSI All-Index Power ETF, and E Fund CSI Green Power ETF.
Fund strategy analysis: the Shanghai Composite Index opened low and hit a new high in the year, then rose high and fell flat to close slightly up;
Leading industries: insurance and tourism rose by more than 2%;
Leading concepts: cobalt metal, flying cars, and low-altitude economy rose by more than 2%;
Leading industries: public transportation and oil fell by more than 2%;
The fastest growth in net value is Penghua Carbon Neutrality Theme Mix A.
Among the top ten holdings of the fund, the green harmonic, Wuzhou Xinchun, Keli Sensing, Zhejiang Heideman, Best, and Beite Technology rose greatly, with the top ten holdings accounting for 71.24% of the total holdings, and the fund holding style is biased towards the new energy automobile industry chain, and the net value of the fund is relatively outperforming the market (belonging to the active hybrid fund of the new energy industry) [fund size of 31 million yuan]. The poor net value growth is the Win Win Premium Select Blend Initiation C,
The top ten holdings of the fund in Shudao Equipment, Furui Special Equipment, Houpu Shares, Yihuatong-U fell greatly, the top ten positions accounted for 64.09% of the total holdings, the fund holding style is biased towards the machinery industry, the net value of the fund is relatively outperforming the market (belongs to the active mixed fund of the machinery industry) [fund size of 01 million yuan].
--- Investment Strategy Analysis: How to Choose a Good Fund?---
1. The net value of the fund is the only criterion for judging the rise and fall of the fund, and the valuation of the fund is only a valuation model, and the fund valuation cannot be used to judge the trend of the fund.
2. The top ten holdings of the fund are a window for us to observe the fund, and the investment style of the fund can be seen from the holdings. If we want to invest in a certain sector fund, it is a good choice to look at its main asset allocation structure (top 10 holdings).
3. The net value of the fund deviates too much from the rise and fall of the top ten holdings, which is usually caused by the fund manager's position adjustment and stock swap in the current quarter. Sometimes the fund size is too small, and there are huge subscriptions or huge redemptions, which will also affect the net value of the fund.
4. The change in the net value of the fund is only the past performance, and does not mean that it will continue to be the same in the future.
5. The fund recommends medium and long-term investment, and you can choose to use Class A funds in the medium and long term; if you think you can grasp the market situation for short-term, then you can consider C-grade funds, whether you prefer A-level or C-grade, the top ten are the same.
6. Funds also have a herd effect, and popular funds do not mean excellent performance, and even become a contrarian indicator, such as a medical fund.
7. The low net value of the fund does not mean that it is cheap, it can only indicate that the fund has performed poorly after its establishment.
8. Some foundations have liquidation risks, unlike stocks, which can be held for a long time.
Special Notes:
1. The above content is just my own investment diary and does not have any guiding effect.
2. The views are for your reference only, and whether you can keep up with this idea is still up to you.
3. It is not easy to be original, if you think your article is good, please like and comment, it will be a great encouragement to me.