1. The fund has some fixed costs, such as research fees and information collection fees. Compared with small-scale funds, the average cost of larger funds is lower.
2. Larger funds can effectively reduce non-systematic risks.
3. Small-scale foundations attract new users by striving for performance, thus expanding their scale and increasing their income. And large-scale funds, the income is considerable enough, fund companies may tilt more resources to small-scale funds.
4. A fund holding the same stock shall not exceed 65,438+00% of the fund's assets, and all funds under a fund company holding the same stock shall not exceed 65,438+00% of the market value of the stock. Therefore, the larger the scale of the fund, the greater the restrictions on the fund manager's shareholding, which has a negative impact on the optional investment targets and the liquidity of the invested stocks.
1, the fund size refers to the total market value of the fund, and the fund refers to a certain amount of funds set up for a certain purpose, mainly including trust and investment funds, provident funds, insurance funds, retirement funds and funds of various foundations. Accounting funds refer to funds with specific purposes and uses, while funds mainly refer to securities investment funds. According to different organizational forms, funds can be divided into corporate funds and contractual funds. A fund is established by issuing fund shares to establish an investment fund company, which is usually called a corporate fund; The establishment of fund managers, fund custodians and investors through fund contracts is usually called contractual funds.
2. The size of the fund refers to the total market value of the fund. Fund refers to a certain amount of funds established for a certain purpose, mainly including trust and investment funds, provident funds, insurance funds, retirement funds and funds of various foundations. Accounting funds refer to funds with specific purposes and uses, while funds mainly refer to securities investment funds. According to different organizational forms, funds can be divided into corporate funds and contractual funds. A fund is established by issuing fund shares to establish an investment fund company, which is usually called a corporate fund; The establishment of fund managers, fund custodians and investors through fund contracts is usually called contractual funds.