我国开放式基金投资风格分析  

On the Investments Style of Open-ended Mutual Fund in China

作　　者：曲文俏[1] 

机构地区：[1]山东省农业管理干部学院,山东济南250100

出　　处：《山东省农业管理干部学院学报》2007年第3期60-62,共3页Journal of Shandong Agricultural Administrators' College

摘　　要：随着基金规模的不断扩大,尤其是2001年设立开放式基金后我国的基金更是迅速发展壮大,由此对基金的研究也受到前所未有的关注。本文则选取开放式基金的投资风格研究入手,利用晨星风格箱对04与05年度基金的投资风格进行分析,结果显示基金风格多大存在言行不一、风格雷同等不足之处。With the scale continues to expand, In particular in 2001 the establishment of an open-end fund in China ,the fund is rapidly expanding. Study of the Fund have been unprecedented attention. This paper select an open-end fund investment styles and research, analysis fund investment style with mornstar style box .The results showed that there is a great number of shortcomings in saying is one thing and doing another and

关 键 词：开放式基金 投资风格 晨星风格箱 

分 类 号：F830.91[经济管理—金融学]