Nzira Yokubatsirwa Nayo Nokushandisa Ratio Ratio
Kune huwandu hwehuwandu hwehuwandu uye zviyero zvekuongorora hutano humwe , humwe hwahwo husingadi kuisa mari yekubudirira. Zvisinei, kana iwe uchiziva chikwata chekubhadharisa mari, inogona kuratidza zvinhu zvishoma zvakakosha pamusoro pesimba remari mune ramangwana, kusanganisira kushanda uye mutero.
Mutual Fund Kuchinja Ratio Definition
Shanduro yekudzoka kwechikwata chekugadzirisa chikwereti chiyero chinoratidza chikamu chechimwe chikwereti chezvikwata zvakatsiviwa (zvakashandurwa) mukati megore rapfuura. Somuenzaniso, kana mari inobhadhara inotengeswa mumatokari zana akasiyana-siyana uye makumi mashanu ayo anodzorerwa mugore rimwe chete, chiyero chekubhadhara chikava 50%.
Icho chiito chechipiri chekutsvaga chinonzi Mutual Funds
Chiyero chechibhadharo chakaderera chinoratidza kutenga uye kubata urongwa hwemari inobatanidzwa pamwe chete nemari asi inowanzoenderana nemari yakasarudzwa-yakarongwa , yakadai semari yekuenzanisira uye Exchange Traded Funds (ETFs) . Muzvizhinji, uye zvimwe zvinhu zvose zviri kuenzana, mari inoshandiswa nehuwandu hwekubhadhara mari ichava nepamusoro yekutengesa mari (sekuyerwa neIndaneti Ratio ) uye yepamusoro mitero yemutero, kupfuura mari yebhadharo. Ichi ndechokuti mamwe mabasa akawanda anowanzobva kune dzimwe tsvakurudzo uye kuongorora, izvo zvine zvarinoda.
Mashizha anowanzova nemari yekubhadhara mari pamwe chete.
Mukupfupisa, kubhadhara kwakaderera kunowanzoshandura kuva yakakwirira yemitengo nokuti inowanzoshandura kuchechere mari inoshandiswa kugadzirisa mutual fund. Saka mari yekudhura inogona kupfuudzwa kune mutual fund shareholders.
Ipamusoro yepamusoro yebhadharo mari inowanzobva kuhuwandu hwekugoverwa kwemari , iyo mitero inokonzerwa kubva kune mutual fund mutengesi anotengesa zvigadziro mukati mehupfumiro iyo inowanikwa.
Iyi mitero inopfuurirwa kumudzimai.
Best Turnover Levels Kubva pa Mutual Fund Type
Zvimwe mutual fund types kana zvikamu zvemari zvakadai sezvisungo zvebhadhiro uye zviduku zvidhori zvemari, zvichangova nezvikwereti zvepamusoro (kusvika ku100% kana kupfuura) apo mamwe mhando dzemari, dzakadai semari yekuenzanisira, dzichava nechechi shoma ( kupfuura 10%) zvichienzaniswa nezvimwe zvikamu zvemari.
Kazhinji, kune marudzi ose ehutano hwemari, chikamu chechibhadharo chakaderera chiri pasi pe20% kusvika ku30% uye kuwedzerwa kwepamusoro kunopfuura 50%. Index yemari uye dzakawanda dze ETF dzinowanzova nehuwandu hwehuwandu hwakaderera kupfuura 5%. Asi nzira yakanakisisa yekuona kuti mari yakakodzera yeiyo mutual fund type ndeyekuita "maapuro nemaapuro" kuenzanisa kune imwe mari mune imwechete yevhareji. Semuenzaniso, kana svondo rehomwe yehomwe yehomwe yehomwe ine chikamu chekutsvaga ye 90%, unogona kusarudza kutsvaga mari shomanana nemakashanduki akawandisa zvakanyanya pasi peyero yevhareji.
Sezvakawanda nematareji ematareji anoshandiswa pakutsvakurudza mari, mutengo wekutsvaga haugone kushandiswa muga woga kuti uone kukosha kwechipi nechipi chakapiwa mutual fund. Vatengesi vakachenjera kutsvakurudza uye kuongorora humwe humwe hutano huwandu hwehutano hwemufambisi.
Zvinonzwisisika: Mashoko ari pawebsite ino anopa mazano ekukurukurirana chete, uye haafaniri kushandiswa zvisina kunaka sekutsvaga mazano. Pasinei nemamiriro ezvinhu iyo ruzivo runomiririra hutungamiri kutenga kana kutengesa zvigumisiro.