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 there are currently 24,613 funds that have updated their net value, up: 10398, flat: 182, down: 8060, who is the king of the fund, who is at the bottom, please see the data:
On May 13, 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 13th are: Win Win Ruixin Mix A, Win Win Ruixin Mix C, Wells Fargo Insight Value Stock A, Wells Fargo Insight Value Stock C, ChinaAMC Clean Energy Leading Mixed Initiator A, ChinaAMC Clean Energy Leading Mixed Initiator C, GF Advantage Growth Stock, Harvest Strategic Select Mixed A, Harvest Reverse Strategy Stock, and Harvest Strategic Select Mixed C.
On May 13, 2024, the net value growth of open-end funds ranked in the bottom 10
The bottom 10 funds in the net value growth of open-end funds on the 13th are: Dacheng Dynamic Quantitative Allocation Strategy Mix C, Penghua Carbon Neutrality Theme Mix C, Dacheng Dynamic Quantitative Allocation Strategy Mix A, Penghua Carbon Neutrality Theme Mix A, Shen Wan Lingxin Specialized and Special New Theme Hybrid Initiator C, Shen Wan Lingxin Specialized and Special New Theme Hybrid Initiator A, Tianzhi Quantitative Core Select Mix A, Tianzhi Quantitative Core Select Mix C, Harvest Clean Energy Stock Initiator C, and Harvest Clean Energy Stock Initiator A.
Fund strategy analysis: the Shanghai Composite Index opened low and went high to make up for the gap, and closed with a slight decline at the end of the session, and the ChiNext opened low and went high to fill the gap and then turned green and closed again, with the ratio of individual stocks to 1124:4130,
Leading industries: transportation services and water services rose by more than 2%;
Leading concepts: shipping concepts, pork, smart grids;
Leading industries: Internet, hotel catering, mineral products, and wine fell by more than 2%;
The fastest growth in net value is Winwin Ruixin Mix A.
Among the top ten holdings of the fund, Shennong Group, Jiayi Shares, and Bubble Mart rose greatly, with the top ten holdings accounting for 64.06% of the total holdings, and the fund holding style is biased towards growth industries, and the net value of the fund is relatively outperforming the market (belonging to the general growth cross-market active mixed fund) [Fund size of 102 million yuan]. The poor net value growth is Dacheng dynamic quantitative allocation strategy hybrid C,
Among the top ten holdings of the fund, Zhongyin Fashion has a 20% daily limit, Huati Technology, Jiangtian Chemical, Huaming Intelligence, Huide Technology, and Zhubo Design have fallen greatly, and the top ten positions account for 10.22% of the total holdings, and more than 80% of the positions have not been disclosed, and the fund holding style is biased towards quantitative strategies, and the net value of the fund is relatively underperforming the market (an active mixed fund with quantitative strategies) [Fund size of 204 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 Class A funds can be selected in the medium and long term; If you think you can catch the market and do short-term, then you can consider C-rated funds, whether you prefer A or C-rated, the top 10 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.