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How to inquire about fund details?
After investors buy a fund, they can inquire about the details of the fund and understand the situation of the fund, but friends who have not bought a fund are not very clear about how to inquire about the details of the fund, so how to inquire about the details of the fund?

How to inquire about fund details?

Different platforms have different paths to query fund details. The approximate path is that the user opens the fund platform, enters the "Home Page" and clicks "My Account", then selects "My Fund" and clicks the fund in the position to make an inquiry. The specific platform shall prevail. If in doubt, please consult customer service.

What happens when the market goes up and the fund goes down?

Generally speaking, when the market goes up, a lot of money will go up. Because the market rise is mainly driven by large-cap stocks, the funds mainly invest in large-cap stocks. But this is not absolute, and the rise of the fund is mainly affected by the trend of the theme. For example, the market rose that day because banks and brokers pulled up, but the funds purchased by users were some liquor funds, and liquor stocks led the decline that day, so even if the market rose, the funds would fall.

The rise of the fund is mainly affected by the underlying index or the underlying stock. If you buy an index fund, the corresponding index will affect the rise and fall of the fund, while if you buy a stock fund, the stock held by the fund will affect the rise and fall of the fund. Therefore, when users look at whether a single fund is profitable, they should take the rise and fall of the day as the standard, not the market. Usually, fund companies will announce the fund's ups and downs on that day around 9 pm.

What market is the fund's fixed investment suitable for?

It is more suitable for the fund to make a fixed investment in the falling market, that is, users can share the cost of holding positions by constantly buying through fixed investment in the falling market, diversify risks, and achieve a smile curve effect when the fund rebounds. At the same time, users do not need to set a stop loss position when making a fixed investment in the fund, but only need to set a take profit position. Users can set the take profit position according to the following factors:

1, according to investment preference: for relatively stable users, you can choose a profit range of about 10%, and for more radical users, you can set a profit range of more than 20%;

2. According to market conditions: market conditions will affect the trend of the fund. When the market is not good and the fund continues to fall, users can stop selling at this time to avoid further losses caused by the continuous decline in the net value of the fund and ensure profitability.

This article is mainly about how to inquire about fund details and related knowledge points, and the content is for reference only.