What data do I need to see to buy a fund?
1. Fund Net Value and Valuation
The net value of the fund represents the performance of the fund. If you want to know the fund, you must look at its net value. Valuation is an estimate of the net value of the fund, but the valuation of the fund is not necessarily accurate, which is of little significance to investors who invest for a long time. But we need to have a look.
2. Accumulated net value of the fund
The cumulative net value of the fund is the performance of the fund's past performance. Observing the cumulative net value can help us understand the historical performance of the fund, so as to judge the historical performance of the fund.
3. Basic information of the Fund
For example, the type of fund, fund manager, establishment time, fund company and scale. You also need to get a general understanding of the situation and further master the information of the fund.
4. Fund position
Mainly look at the stocks held, understand the investment style of the fund and the proportion of investment types. For example, how much are stocks and bonds?
5. Dividends
The number of fund dividends is high, indicating that the fund is making money.
6. Changes in fund size
Understand whether the size of the fund has increased or decreased, and whether it has affected the performance of the fund.
7. Buy information
Mainly to understand some rates and trading rules of fund subscription and redemption.
8. Historical performance
Understand the monthly increase and annual increase of the fund and judge how the fund performs.
When you buy a fund on the platform, the data platform above will generally be displayed for you to understand a fund. Fund investment is also a science, which requires you to master some relevant knowledge and accumulate some financial management experience. Without these, you may not be able to start with fund investment. To buy a fund, you need to buy it according to your own situation and actual needs, and you must insist on long-term investment, so that long-term investment will pay off. Investors are reminded that the fund is risky and needs to be cautious in investment.