1. Guangfa Jufu is a hybrid fund, with a balanced style, and its risk-return should be at the upper-middle level.
2. In terms of income, look at short-term, medium-term and long-term. Guangfa Jufu ranks 84/ 152 in the short-term week, 14/ 148 in the mid-term half year, 93/ 145 in the most recent year and 82/ 106 in the long-term three-year performance, which shows that the overall profit level is below the average.
3. In terms of risk, both fluctuation value and risk value are at a medium level.
4. In terms of industry allocation, the report of the first quarter of this year shows that manufacturing industry is 43. 19%, real estate is 2 1. 14%, mining industry is 15.48%, and financial insurance is 14.6 1%.
5. James Zhu, the fund manager, has just served as the fund manager. He used to be a researcher, so he has no reference and will not be evaluated.
6. Needless to say, the fund company, Guangfa Fund, is the largest company, ranking sixth in terms of total size and strong strength.
Generally speaking, the company is good and the fund performance is not ideal. Let's see if the new fund manager has the strength to turn things around.