一、亲``们定投上投内需动力怎么样?
基金定投最大的好处是可以平均投资成本,因为定投的方式是不论市场行情如何波动都会定期买入固定金额的基金,当基金净值走高时,买进的份额数较少。
而在基金净值走低时,买进的份额较多,即自动形成了逢高减筹、逢低加码的投资方式。
定投首选指数型基金,因为它较少受到人为因素干扰,只是被动的跟踪指数,在中国经济长期增长的情况下,长期定投必然获得较好收益。
而主动型基金则受基金经理影响较大,且目前我国主动型基金业绩在持续性方面并不理想,往往前一年的冠军,第二年则表现不佳,更换基金经理也可能引起业绩波动,因此长期持有的话,选择指数型基金较好。
若有反弹行情指数型基金当是首选。
国外经验表明,从长期来看,指数基金的表现强于大多数主动型股票基金,是长期投资的首选品种之一。
据美国市场统计,1978年以来,指数基金平均业绩表现超过七成以上的主动型基金。
因此我建议你主要定投指数基金,这样长期来看收益会比较高!易方达上证50基金是增强型指数型股票基金,投资风格是大盘平衡型股票。
该基金属高风险、高收益品种,符合指数型基金的风险收益特征。
基金经理林飞除了担任上证50基金经理之外该基金经理还担任了指数基金深证100ETF的基金经理,作为指数型基金的基金经理,其具有较强的指数跟踪能力和主动管理能力。
2008年1季报基金经理表示,50指数基金将继续在严格控制基金相对基准指数的跟踪误差等偏离风险的前提下,根据对市场结构性变化的判断,对投资组合做适度的优化和增强,力争获得超越指数的投资收益,追求长期资本增值。
易方达管理公司是国内市场上的品牌基金公司之一,具有优异的运作业绩和良好的市场形象。
公司目前的资产管理规模达到了1374亿元,旗下囊括了12只权益类基金和6只固定收益类基金。
今年以来公司权益类基金净值排名出现了较大分化,整体业绩有一定下滑,但长远看公司中长期投资实力仍较强。
上证50ETF:上证50指数由上海证券交易所编制,于2004年1月2日正式发布,指数简称为上证50,指数代码000016,基日为2003年12月31日,基点为1000点。
上证50指数是根据科学客观的方法,挑选上海证券市场规模大、流动性好的最具代表性的50只股票组成样本股,以综合反映上海证券市场最具市场影响力的一批优质大盘企业的整体状况。
华夏中小板:华夏中小板ETF的标的指数为深圳交易所编制并发布的中小企业板价格指数,主要投资于标的指数成份股、备选成份股。
为更好地实现投资目标,还可少量投资于新股、债券及相关法规允许投资的其他金融工具。
二、上投内需动力基金值不值得投资
上投内需动力(377020)是上投摩根基金旗下的一只股票型基金,从历史业绩来看,近三年近两年赢利业绩不错可以适量投资
三、谁能告诉我:基金上投摩根内需动力(377020)2007.4.10日的历史净值
上投内需基金(377020)基本概况基金类型契约型开放式基金成立日2007-4-13发行日期2007-4-10发行面值为1元截至日期单位净值(元)累计净值(元)增长率(%)2008-1-25-------2008-1-241.52041.52041.86%2008-1-231.49271.49275.06%2008-1-221.42081.4208-4.72%2008-1-211.49121.4912-3.49%2008-1-181.54511.54510.64%2008-1-171.53531.5353-1.30%2008-1-161.55551.5555-2.59%2008-1-151.59681.5968-0.49%2008-1-141.60471.60470.75%2008-1-111.59271.59270.96%2008-1-101.57751.57751.49%2008-1-91.55441.55441.08%2008-1-81.53781.5378-0.93%2008-1-71.55231.55230.75%2008-1-41.54071.54070.46%2008-1-31.53371.53370.17%2008-1-21.53111.53110.68%2007-12-281.52081.5208-0.06%2007-12-271.52171.52171.75%2007-12-261.49561.49560.84%2007-12-251.48311.48310.62%2007-12-241.47391.47391.60%2007-12-211.45071.45071.03%2007-12-201.43591.43591.46%2007-12-191.41521.41521.83%2007-12-181.38981.3898-0.98%2007-12-171.40351.4035-1.14%2007-12-141.41971.41972.45%2007-12-131.38571.3857-2.79%2007-12-121.42551.4255-0.39%2007-12-111.43111.43110.82%2007-12-101.41951.41951.55%2007-12-71.39781.39781.30%2007-12-61.37991.37990.34%2007-12-51.37521.37522.16%2007-12-41.34611.34610.91%2007-12-31.33401.33400.47%2007-11-301.32771.3277-1.73%2007-11-291.35111.35112.72%2007-11-281.31531.3153-1.31%2007-11-271.33271.3327-1.35%2007-11-261.35091.3509-0.52%2007-11-231.35791.35791.12%2007-11-221.34281.3428-2.94%2007-11-211.38351.3835-1.10%2007-11-201.39891.39891.35%2007-11-191.38021.38020.30%2007-11-161.37611.3761-1.37%2007-11-151.39521.3952-0.97%2007-11-141.40881.40883.38%2007-11-131.36271.3627-1.05%2007-11-121.37721.3772-0.96%2007-11-91.39051.3905-0.86%2007-11-81.40261.4026-3.03%2007-11-71.44641.44640.71%2007-11-61.43621.4362-0.17%2007-11-51.43871.4387-0.96%2007-11-21.45271.4527-2.69%2007-11-11.49291.4929-1.50%2007-10-311.51561.51561.50%2007-10-301.49321.49320.28%2007-10-291.48901.48901.52%2007-10-261.46671.46670.80%2007-10-251.45511.4551-3.15%2007-10-241.50241.50240.56%2007-10-231.49411.49411.76%2007-10-221.46821.4682-1.35%2007-10-191.48831.48830.26%2007-10-181.48451.4845-2.75%2007-10-171.52651.5265-0.77%2007-10-161.53831.53830.61%2007-10-151.52901.52900.79%2007-10-121.51701.5170-0.58%2007-10-111.52581.52581.58%2007-10-101.50211.50210.93%2007-10-91.48821.48820.77%2007-10-81.47691.47691.10%2007-9-281.46091.46092.35%2007-9-271.42741.42741.26%2007-9-261.40961.4096-0.80%2007-9-251.42091.4209-0.61%2007-9-241.42961.42960.35%2007-9-211.42461.4246-0.18%2007-9-201.42711.42711.07%2007-9-191.41201.4120-0.93%2007-9-181.42521.4252-1.27%2007-9-171.44361.44361.81%2007-9-141.41801.41800.90%2007-9-131.40531.40532.52%2007-9-121.37081.37080.62%2007-9-111.36231.3623-3.27%2007-9-101.40831.40831.56%2007-9-71.38661.3866-1.91%2007-9-61.41361.41361.11%2007-9-51.39811.3981-0.32%2007-9-41.40261.4026-0.47%2007-9-31.40921.40921.72%2007-8-311.38541.38541.12%2007-8-301.37011.37010.80%2007-8-291.35921.3592-1.88%2007-8-281.38521.38520.33%2007-8-271.38061.38060.34%2007-8-241.37591.37591.34%2007-8-231.35771.35771.56%2007-8-221.33681.33681.29%2007-8-211.31981.31981.43%2007-8-201.30121.30124.38%2007-8-171.24661.2466-1.97%2007-8-161.27161.2716-1.72%2007-8-151.29391.29390.24%2007-8-141.29081.29080.70%2007-8-131.28181.2818-0.02%2007-8-101.28201.2820-0.90%2007-8-91.29361.29362.35%2007-8-81.26391.2639-0.66%2007-8-71.27231.27230.37%2007-8-61.26761.26761.59%2007-8-31.24781.24783.41%2007-8-21.20671.20672.39%2007-8-11.17851.1785-1.89%2007-7-311.20121.20120.97%2007-7-301.18971.18971.72%2007-7-271.16961.1696-0.20%2007-7-261.17201.17200.26%2007-7-251.16901.16901.19%2007-7-241.15531.15530.21%2007-7-231.15291.15292.64%2007-7-201.12321.12322.70%2007-7-191.09371.09370.04%2007-7-181.09331.09330.39%2007-7-171.08911.08911.78%2007-7-161.07011.0701-1.51%2007-7-131.08651.08650.002007-7-121.08651.08650.68%2007-7-111.07921.07920.16%2007-7-101.07751.0775-0.58%2007-7-91.08381.08381.84%2007-7-61.06421.06422.34%2007-7-51.03991.0399-2.63%2007-7-41.06801.0680-0.93%2007-7-31.07801.07800.81%2007-7-21.06931.0693-0.08%2007-6-291.07021.0702-0.77%2007-6-281.07851.0785-1.53%2007-6-271.09531.09531.46%2007-6-261.07951.07950.90%2007-6-251.06991.0699-2.02%2007-6-221.09201.0920-1.75%2007-6-211.11141.11140.65%2007-6-201.10421.1042-1.43%2007-6-191.12021.12020.17%2007-6-181.11831.11832.07%2007-6-151.09561.09560.12%2007-6-141.09431.0943-0.63%2007-6-131.10121.1012---2007-6-81.06161.0616---2007-6-11.05371.0537---2007-5-251.04711.0471---2007-5-181.03481.0348---2007-5-111.01571.0157---2007-4-271.00341.0034---2007-4-200.99920.9992---2007-4-131.00011.0001---
四、上投内需动力是老基金吗?
26号可以买了,1000都可以买,何况2000。
这个算是新基了,不过基金公司和经理都比较让人放心。
五、上投摩根内需动力基金前景如何?
值得,可以参照上投a的比较,都是一个基金经理。
六、上投摩根内需动力基金如何?
上投曾经的王者,不过从吕俊走了后,表现就欠佳了上投摩根内需动力表现也不怎么好,而且目前是暂停申购的,买不了