Fund Inventory: Which Of The 82 Dividend Funds Are Worth Paying Attention To?

The market rose slightly today, closing at 3296.47.

As AI competes with China’s special reviews, forgotten areas of consumption have begun to surge again this year. Complex markets are really elusive.

Today's trading volume in the two cities is only 795.4 billion, which should be a day with relatively small trading volume in recent times. At the same time, Beijing Capital’s net purchases were 4.132 billion. Capital in the north does prefer to consume white horse stocks, really.

Also worth mentioning is the stock market next door. The Nikkei 225 index closed up 0.9% at 31,086.82 points, a new high in nearly 33 years. No wonder Mr. Buffett also wants to invest in the Japanese market.

There are 4 types of ETFs + 1 type of active QDII that domestic public funds invest in the Japanese market:

Of course this is just a list and not a recommendation.

Enter the title. Recently, the concept of special valuation has become popular, and some dividend funds have also come to the forefront. Dividend funds invest in companies with higher dividends. It does overlap with the concept of special assessment, or even largely overlaps.

Within the scope of partial equity funds, select "dividend" or "dividend" funds from the fund performance comparison benchmark:

38 index funds: 14 ETFs, 10 feeder funds, 14 indexes or index enhancements

Simply do the classification above.

Let's look at some index definitions:

The CSI Dividend Index selects 100 securities of listed companies with high cash dividend yields, relatively stable dividends, and a certain scale and liquidity from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of listed company securities with high dividend yields in Shanghai and Shenzhen. Shenzhen market. .

The CSI Dividend Low Volatility Index selects 50 securities with good liquidity, continuous dividend distribution, moderate dividend payout ratio, positive dividend per share growth, high dividend payout ratio, and low volatility as index samples, and is weighted by the dividend payout ratio to reflect the high level of dividend payout. . and the overall performance of low-volatility securities.

The CSI State-owned Enterprise Dividend Index selects the securities of 100 state-owned enterprises in the Shanghai and Shenzhen markets with higher cash dividend yields, relatively stable dividends, and certain scale and liquidity as index samples to reflect the overall performance of state-owned enterprises. State-owned enterprises with high dividend yields enterprise.

Based on the Dividend Index, factors such as low volatility and quality are added. This is what we often call an index. And of course there are some enhanced index funds.

Every dividend index fund performs differently. At present, the low volatility factor has performed relatively well this year, with a return rate of more than 15%.

44 Active Dividend Funds:

While some names carry no dividends, the performance benchmarks are dividend-related indexes that are also included in dividend funds.

There are many well-known funds here, such as Harvest Optimized Dividend, Bank of Communications Regular Double Interest Balanced Mix; some well-known fund managers, such as Jiang Cheng of Zhongtai Asset Management, Chen Hao of E Fund, etc. I really didn't notice that the performance comparison benchmark of E Fund's Shared Hybrid Fund is also the CSI Dividend Index.

Those that perform well in the medium to long term:

Golden Eagle's dividend value is mixed A, and its performance has doubled in the past three years; although it tracks the CSI Dividend Index, it does not show "dividends" when looking at positions.

The active quantitative fund Changsheng Quantitative Dividend Portfolio has increased as high as 83.04% in the past three years, and its performance is also good.

The performance of active dividend funds has been more mixed. But the ending is completely different.

Generally speaking, dividend funds have the characteristics of high dividends and low volatility. Such stocks may not be able to keep up with the growth rate in a bull market, but they are indeed a stable tool in a volatile market and can even play an unexpected role.

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标签： #Fund #Dividend Yield #Dividend Index