What do you think of the fund investment style?
Generally speaking, there is a very simple way to judge the investment style of a fund, that is, to open the fund inquiry software, such as Tian Tian Fund Network, which usually contains the general situation of the fund style.
In these softwares, the investment style of funds is usually considered from two dimensions, one is from the perspective of big market, middle market and small market, and the other is from the perspective of growth, balance and value, which can show the volatility and risk of funds to some extent.
(A Fund Investment Style, Source: Tian Tian Fund Network)
Ranked by volatility and risk level: small > medium > large; Growth > balance > value; A simple understanding is that the risk-return coefficient of small-cap stocks and growth is greater than that of large-cap stocks and value stocks;
The market here means that most of the investments are large-cap stocks in Shanghai and Shenzhen stock markets. SSE 50 and CSI 100 in the index belong to large-cap stocks, while the common CSI 300 consists of large-cap stocks and mid-cap stocks.
From the perspective of growth, value-based funds mainly pursue stable and recurring returns, generally focusing on large-cap blue-chip stocks, while growth funds mainly invests in good potential stocks, aiming at capital appreciation, such as stocks in some science and technology and emerging industries. Balanced funds are all.
However, this general analysis is not necessarily accurate, and it can only be used as a reference for our choice, and it also needs the assistance of fund managers and fund positions.