How to query fund information?

With the increasing demand for investment and financial management, funds, a high-risk and high-yield investment product, are increasingly favored by people. To make a good investment, you need to know the relevant information of the fund, including the type, company, scale, investment direction, recent performance and so on. Here's how to query fund information from multiple angles.

I. official website Inquiry

Generally speaking, a fund company will have its own official website. We can find all the fund products of the fund company through official website. On official website, you can see information such as fund type, asset scale, performance, expense ratio, investment portfolio, etc. We can choose the fund products we need by comparing the situation of different fund companies.

Second, the third-party fund platform

At present, some third-party fund platforms, such as Tian Tian Fund Network and Fund House, will provide more detailed fund information. On these platforms, we can query all fund products of different fund companies, and also see historical performance, rates, shares, fund ratings, fund custodian banks and other information. At the same time, some third-party fund platforms also provide functions such as quotation line chart and trend chart, so that we can have a more comprehensive understanding of fund products.

Three. Fund rating agency

At present, there are some fund rating agencies in the market, such as Morgan Stanley and FTSE Russell. These institutions generally rate fund products based on past performance, risk level and other factors. We can refer to the ratings given by these institutions as a reference for choosing fund products.

Fourth, the stock exchange

Find the trading fund products of the exchange and check their performance and basic information. Inquiring about fund information in the stock exchange, you can also see the historical trading data of fund products and understand their trading trends.

By combining the above methods, you can find suitable fund products according to your own needs. Of course, it needs to be reminded that when choosing fund products, you also need to consider your own risk tolerance, investment period and other factors in order to choose the most suitable fund products.