The calculation of fund redemption holding period can be divided into the following two situations:
1. Calculation of subscription period: from the establishment date of the fund contract to the natural date before the fund redemption confirmation date.
2. Calculation of open period: subscription method: from the confirmation date of fund subscription to the natural date before the confirmation date of fund redemption, and subscription method: from the subscription date to the natural date before the confirmation date of fund redemption.
Matters needing attention in fund holding
Pay attention to market development: if investors invest in index funds, they can hold them for a long time, because the market is in a bear market and the index continues to fall. If the performance of the fund purchased by investors and the stocks with heavy positions are all losses, resulting in the trend of individual stocks continuing to decline, investors can sell the fund and choose other new funds.
Consider the operational ability of the fund manager: investors can consider whether the fund can be held for a long time from the operational ability of the fund manager. For example, from the perspective of funds managed by fund managers in history, investors can hold the funds for a long time if the managers are capable and the managed funds can obtain good expected returns.