予人鱼,不如授人渔。今天就提供几个链接。我是怎样筛选基金的:
自己比较不同时间段的佼佼者:
YTD:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_DLY_NLD_RTN_YTD_PCT
1 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_MTH_NLD_AATR_1YR_PCT
3 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced
5 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_MTH_NLD_AATR_5YR_PCT
10 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_MTH_NLD_AATR_10YR_P
自己筛选,兼顾不同sector, region,cap, etc. 选出10-15个基金组成自己的投资组合。
YTD:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_DLY_NLD_RTN_YTD_PCT
1 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_MTH_NLD_AATR_1YR_PCT
3 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced
5 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_MTH_NLD_AATR_5YR_PCT
10 Year:
https://www.fidelity.com/fund-screener/evaluator.shtml#!&ntf=Y&msrV=advanced&sortBy=FUND_PRFM_MTH_NLD_AATR_10YR_P
自己筛选,兼顾不同sector, region,cap, etc. 选出10-15个基金组成自己的投资组合。
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来源: 文学城-偶行偶素