First, the knowledge to know before changing funds
Before replacing Yu 'ebao Fund, we need to know something about the Fund. There are many kinds of funds, such as money funds, bond funds and stock funds. Each type of fund has its own characteristics and risks. We need to have a clear understanding of our risk tolerance and investment purpose. At the same time, we should carefully check the fund's investment portfolio, historical performance and expenses, and then make a decision after comparative analysis.
Second, how does Yu 'ebao change funds?
1. Open Yu 'ebao APP, and click the "Fund" option at the top of the "Financial Management" page to enter the interface of Yu 'ebao Fund.
2. In the interface of Yu 'ebao Fund, first check the current fund's position ratio, yield and other information, and then click the "Switch" button below.
3. In the "Convert Fund" page that pops up, select the fund type you want to convert, and carefully check the relevant information of the fund.
4. After finding a suitable fund, click the "Transfer Now" button to complete the fund replacement operation.
Three. Problems needing attention when changing funds
1. Changing the foundation will generate certain expenses, so you need to calculate the expenses and risks in advance and choose the fund that suits you.
2. It may take some time to change funds, so it is necessary to reserve enough time.
3. Changing the basis will affect the daily interest rate and yield of Yu 'ebao, so it is necessary to plan and budget well.
In a word, replacing Yu 'ebao Fund requires us to have a certain understanding of the fund, compare it carefully, choose the right fund, and pay attention to the cost, time and impact of replacing the fund. Only in this way can we manage our financial assets better.