The U.S. stock fund index refers to the index reflecting the overall change of closed-end fund prices listed on the Shanghai Stock Exchange and the Shenzhen Stock Exchange. Calculated by Paixu index formula, with the total share of fund units issued as the weight. How to calculate the US stock fund or the question asked by the US stock research institute, carefully analyze the calculation formula of the US stock fund index: reporting period index = (total market value of the fund in the reporting period/base period) × benchmark date index.

How to check the US stock fund index;

1. Asset size: When the scale of large funds becomes very large, they inevitably lose some strategic flexibility and focus on those large-cap stocks.

2. Fund portfolio: 80% of the assets of the fund are invested in large-cap stocks, which is similar to the weight of the concentration of large-cap stocks in the index.

3. Equity holding: Of the 25 stocks held by the Fund, more than 65,438+05 are the 25 stocks with the largest market value in the index.

4. The correlation R2 is higher than 0.95, which means that 95% of the fund returns depend on the index returns.