Fund position refers to the proportion of shares in fund assets, and fund position is also related to Shanghai Stock Exchange Index. Therefore, investors want to know the real-time changes of fund positions after choosing fund products or buying funds, so where can they see the fund positions? Let's follow us to learn about the inquiry method of fund positions.

1. Where can I see the fund position?

Fund position data belongs to the business secrets of fund companies, and investors generally cannot obtain real-time position data. Investors can measure the level of fund positions through the fund simulation operation provided by online third-party institutions.

Fund companies usually publish quarterly reports, and fund position data are published in the quarterly reports. However, the position data in the quarterly report belongs to historical data, not the current real-time data, so it has only limited reference function.

Second, how is the fund position calculated?

The actual calculation of positions is complicated, and the positions calculated according to different indicators such as stock cost, stock market value, net assets and cash are different.

Simply understood, the fund position is the proportion of stock assets in the fund to the total assets of the fund. For example, the total assets of the fund are 200 million yuan, and the stock assets account for 1 100 million yuan, so the position of the fund is 50%.

Third, understand the role of fund positions.

Fund positions are related to the market index. When the fund position rises, it means that the fund is adding positions, and the larger fund adding positions will drive the Shanghai Composite Index to rise, and vice versa. When the fund's position is relatively heavy, the fund's opening space is very limited, which means that the stock index is more likely to fall and the fund risk is higher.

The above information about where the fund positions can be seen, I hope to help everyone. Warm reminder, financial management is risky and investment needs to be cautious.