Current location - Trademark Inquiry Complete Network - Tian Tian Fund - How to judge whether the investment style of a fund is value investment or growth investment?
How to judge whether the investment style of a fund is value investment or growth investment?
Generally speaking, we mainly describe the investment style, market value and growth of a fund from two angles. According to market value, it can be divided into big market, middle market and small market, and according to growth, it can be divided into value, balance and growth.

The combination of two different angles can describe the investment style of a fund, such as the large-cap value style, the small-cap growth style and so on. How do we judge the investment style of a fund?

The most direct way to judge is to know from the name of the fund. Some fund names will directly reflect the investment style of the fund, such as E Fund's small and medium-sized stocks, Anxin Value Selection and so on. However, the name of the fund may not reflect the real situation, because in the actual operation process, the investment style of the fund may deviate, and it is very common to have style deviation.

Looking at the fund's positions, we can basically clarify the investment style of the fund at this stage by looking at the fund's positions. Let's first look at the position concentration of the top ten awkward stocks, and then look at the corresponding sectors of these stocks. If most of the heavyweight stocks are large-cap stocks, it is a relatively obvious market style.

Or we can look at the fund's net value and its trend, and see the similarity between the fund's net value trend and the index performance. For example, the net value of a fund is obviously in the same direction as the Shanghai and Shenzhen 300 Index, which can be judged as biased towards the market style. And if its performance benchmark is the CSI 500 index, it means that the investment style has changed.

Understanding the investment style of funds is to choose the right fund, choose the fund that suits your cognition and risk tolerance, and also to better fund allocation.