How to interpret a fund's quarterly report

by rkcms on 2008-04-27 21:01:27

For investors, the most important information in the quarterly report may be the fund's stock holding situation for that quarter, namely what main stocks are bought in the investment portfolio of the fund. Generally speaking, the top ten heavily-weighted stocks of the fund will be disclosed in the quarterly report. These stocks have a relatively large proportion and will produce a great impact on the net asset value of the fund. Investors can understand industries and sectors favored by the fund through this content. Meanwhile, they can also judge whether the investment style of the fund is stable and whether the top ten heavily-weighted stocks change too frequently by comparing the stock positions and stock holding situations in previous quarterly reports. The funds that change too frequently may not have a stable investment style, and investors should pay attention to it appropriately.