However, sometimes faced with a promising fund, many people don't know how to judge whether it belongs to a stable fund or not, and they don't know what criteria to use to measure the performance of the fund. Here, I have summarized some criteria to measure whether a fund can be judged as a stable active stock fund, hoping to bring some reference to investors.
As for the fund manager, he has more than five years of management experience in active stock funds or hybrid funds. Historically, the market will basically experience a complete bull and bear market within five years, and fund managers who have crossed the bull and bear market are also experienced fund managers. At the same time, the fund manager has worked in a fund company for at least five years and cannot change jobs frequently, which can fully reflect the stability of the fund manager here.
In terms of fund performance, the performance in the same period is not enough to be evaluated or exceeded the Shanghai and Shenzhen 300 for many times, and the annual performance ranking can be in the upper half of the same level. Most stable funds will not rank very high in performance, but they can maintain long-term stable and good performance.
In the investment direction, the unbalanced funds with concentrated positions in a certain segment are excluded, and QDII funds and Hong Kong stock funds are excluded.
In terms of fund size, funds with a total size less than 1 100 million yuan need not be considered. The scale of the fund is too small, so it is easy to face the risk of liquidation and it is difficult to maintain stability.