Change FundQuant Solutions Mid-Cap Value NAV as of 12/16/2024 $ 26.00($ -0.07)1-Day Change (Z class) NAV Total Return as of 12/16/2024 YTD: 15.66% (Z class) Overview Performance Portfolio Management Literature Objective Seeks long-term growth by investing in stocks of mid-cap companies...
dxjs wisdomtree japan hedged smallcap equity fund 33.83 +1.38% psr invesco active u.s. real estate fund 83.47 +1.37% xlu utilities select sector spdr fund 71.46 +1.35% jpse jpmorgan diversified return u.s. small cap equity etf 44.47 +1.32% futy fidelity msci utilities...
1. 净值归因 NavRisk 2. 持仓归因 PositionRisk 3. 交易归因 TradeRisk 4. 事件归因 EventRisk 5. 股票池归因 PortfolioRisk 6. 信号归因 SignalRisk 7. 因子归因 FactorRisk 8. 应用 五、尾声 一、前言 书接上回,本期我们来聊聊量化模型的绩效归因体系。 绩效归因是绩效评估的重要组成部分,通过使用归因分...
firms must offer at least three active mutual funds or actively run ETFs in Lipper’s general U.S. Stock category; one in World Equity; and one Mixed Asset. They also need to offer at least two taxable bond funds and one national tax-exempt bond fund. All funds must have a track reco...