1, see the fitting degree of Shanghai and Shenzhen 300 index:
Generally speaking, the smaller the tracking error, the higher the accuracy, the more accurate the estimation of the expected return and the smaller the investment error. It is more convenient and accurate for investors to estimate the rise and fall of index funds according to the increase of Shanghai and Shenzhen 300 Index.
2. Look at the fund company's ability to resist risks: for the Shanghai and Shenzhen 300 index funds, the risk of tracking the index is small and the investment target is safer; Therefore, it is very important to choose the issuing company. The better the fund issuing company, the more professional and mature its fund manager or operation mechanism will be. The net expected return of the same fund target is also different.
3. Look at the difference between net value and the advantages of fixed investment: because it is a fixed investment, everyone can take advantage of the advantages of fixed investment and index and pay more attention to long-term profit, so it is not necessarily that the net value is high, because short-term price fluctuation or decline can effectively reduce the average cost, and the lower the net value of the fund's fixed investment, the more it can spread costs and risks, and the more likely it is to be profitable.
4. Look at the fund rate: the subscription and redemption fees of investment funds have always been a large part of the investment cost. Generally speaking, different companies or different funds charge different rates. Choosing funds with lower service fees, management fees and subscription fees can reduce investment costs and increase profit opportunities.
Index fund is a fund product that takes a specific index as the target index, takes the constituent stocks of the index as the investment object, builds a portfolio by purchasing all or part of the constituent stocks of the index, and tracks the performance of the target index. Generally speaking, the purpose of index fund is to reduce the tracking error, make the change trend of portfolio consistent with the underlying index, and thus obtain roughly the same rate of return as the underlying index.
Shanghai and Shenzhen 300 Index Fund is a kind of index fund. The Shanghai and Shenzhen 300 Index is a financial index jointly issued by the Shanghai and Shenzhen Stock Exchanges on April 8, 2005, which reflects the compilation goal and operation status of the Shanghai and Shenzhen 300 Index, and can be used as an evaluation standard of investment performance, providing basic conditions for indexed investment and innovation of index derivatives. Shanghai and Shenzhen 300 is a composite index of Shanghai and Shenzhen stock exchanges, which contains relatively large stocks and active transactions, basically reflecting the overall trend of mature large-cap stocks. Compared with stock funds, Shanghai and Shenzhen 300 index funds are suitable for both bull and bear markets, and their management fees are relatively cheap.