Reason: leading the rise does not lead the decline. Look at my analysis:
15990 1 E Fund Shenzhen Stock Exchange 100ETF
"The investment scope of the Fund is mainly the underlying index constituent stocks and alternative constituent stocks. The fund mainly adopts the complete copy method, that is, it constructs the fund stock portfolio completely according to the composition and weight of the underlying index constituent stocks, and makes corresponding adjustments according to the changes of the underlying index constituent stocks and their weights; Closely follow the target index, and pursue the minimization of tracking deviation and tracking error. Under normal circumstances, the proportion of fund assets invested in Shenzhen Stock Exchange 100ETF is not less than 90% of the fund's net asset value "-this investment method makes this fund not only in E Fund, but also in all fund types. But I want to remind you that you have to take high risks while enjoying high returns, so you'd better know whether you have high risk tolerance before making a choice.
Performance benchmark: Shenzhen Stock Exchange 100 index yield ×95%+ deposit interest rate (after tax) ×5%.
Performance-since this year (as of 09/118), yield (114.05%) > The return rate of similar funds (72.58%). It shows that the return rate of most equity funds this year is around 72.58%, which is much higher than the average level. There are 220 similar funds, ranking second and among the best. One-year return ranks second among 2 15 similar funds, two-year return ranks 106 among 178 similar funds, and three-year return ranks 15 among 122 similar funds.
It should be noted that because the fund is an index fund, it is the stock fund that is most affected by the stock market. In the process of stock market recovery since 2009, compared with other stock funds, the index has such performance. However, in the stock market decline from the end of 2007 to the beginning of 2009, it was naturally greatly affected, which led to the poor performance of 106, which ranked 178 among similar funds. Therefore, we should also compare the E Fund Shenzhen Stock Exchange 100ETF with other index funds.
Generally speaking, E Fund's SZSE 100ETF ranks among the best among all index funds, mainly because the trend of SZSE 100 index stocks is better than other index stocks, so the performance of E Fund's SZSE 100ETF is very outstanding, and it is also better than another OTC SZSE 100 index fund-
1 100 19 E Fund Shenzhen Stock Exchange 100ETF Linked Fund
"E Fund Shenzhen Stock Exchange 100ETF Linked Fund adopts the operation mode of ordinary open-end fund, and mainly invests most fund assets (not less than 90% of the fund's net asset value) in E Fund Shenzhen Stock Exchange 100ETF, closely tracks the performance of Shenzhen Stock Exchange 100 price index, and pursues the minimization of tracking deviation and tracking error, so it is called. Under normal circumstances, the proportion of assets invested in Shenzhen Stock Exchange 100ETF is not less than 90% of the fund's net asset value. " -As can be seen from the general situation of the fund, E Fund 100 Linkage Fund still belongs to the fund type with greater risks and is suitable for investors with strong risk tolerance. Since it invests most of the fund assets (not less than 90% of the fund's net asset value) in E Fund Shenzhen Stock Exchange 100ETF, its income will not be much different from that of E Fund Shenzhen Stock Exchange 100ETF, which is worth looking forward to.
Fees-the ETF part of the fund property does not include management fees and custody fees. Management fee to be collected: 0.5%; Custody fee: 0. 1%. Subscription fee:1.2%; Redemption fee: 0.5% within 90 days and 0.25% within 2 years within 90 days; Free for more than 2 years. Generally speaking, the investment cost is low.
Performance benchmark: Shenzhen Stock Exchange 100 index yield ×95%+ deposit interest rate (after tax) ×5%- Tongfangda Shenzhen Stock Exchange 100ETF, and the performance is worth looking forward to.
Bond Fund-A good bond fund has a certain proportion of stock allocation, which can be considered as Dacheng Enhanced Income Bond, Jiashi Diversified Bond, Huaxia Hope Bond and Guo Fu Tian Li Growth Bond. Everything is fine.