Data description:
1. The capital return rate refers to the extent to which the net value of products falls from the highest point to the lowest point within a certain period of time, that is, the loss range. This is a historical indicator, which compares the past net value of the fund;
2. The smaller the retreat, the better;
3. Retreat is directly proportional to risk; The greater the retreat, the greater the risk, and the smaller the retreat, the smaller the risk.
Overview of the basic situation of the fund
Morgan Stanley Excellent Growth Mix (233007) was established on May 20 18, with the latest scale of 734 million yuan in the third quarter. China Merchants Securities has a three-year rating of 5 stars, and Ji 'an Jin Xin has a three-year rating of 3 stars.
Wang Dapeng, the fund manager, has 6.8 years of fund investment experience. On March 2, 20265438, it was officially accepted by Morgan Stanley's excellent growth hybrid fund, with a return of 88.88% during its tenure, ranking 8 12 among 2024 similar funds.
Wang Dapeng now manages 8 products (including Class A and Class C), with a total management scale of 3.263 billion yuan and an average annualized income of 13.84%.