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An index fund is a passively managed mutual fund that tries to mirror the performance of a specific index. Since portfolio decisions are automatic and transactions are infrequent, expenses tend to be lower than those of actively managed funds. Exchange Traded Fund/ETF is a type of open-ended listed investment fund that combines some of the characteristics of shares and managed funds. Index funds are often traded in real time on exchanges, therefore they also EFT funds.
In the following table, the Index funds and EFT funds as of Dec. 2007 are listed.
| Fund Name |
Morning Star Category |
(Morning Star 2-year Star Rating) |
Risk Level (Beta) |
Net Asset (RMB Billion) |
Establishment Time |
1-year Return Ratio (%) |
2-year Return Ratio (%) |
3-year Return Ratio (%) |
After- establish ment Return Ratio (%) |
| 长盛中证 100 |
Stock Fund |
- |
- |
2.06 |
2006-11-22 |
- |
- |
- |
132.81 |
| 长城久泰 300 |
Stock Fund |
★★★★★ |
0.99 |
1.842 |
2004-5-21 |
273.49 |
130.66 |
66.12 |
407.35 |
| 融通深证 100 |
Stock Fund |
★★★★ |
1.21 |
13.048 |
2003-9-30 |
259.37 |
128.41 |
63.51 |
403.14 |
| 融通巨潮 100 |
Stock Fund |
★★★ |
0.97 |
3.536 |
2005-5-12 |
266.94 |
112.12 |
- |
441.25 |
| 易方达深证 100ETF |
Stock Fund |
- |
1.06 |
3.661 |
2006-3-24 |
322.94 |
- |
- |
429.27 |
| 易方达 50 |
Stock Fund |
★★ |
0.95 |
3.418 |
2004-3-22 |
263.96 |
105.65 |
58.66 |
331.24 |
| 大成沪深 300 |
Stock Fund |
- |
1.09 |
11.906 |
2006-4-6 |
250.09 |
- |
- |
287.9 |
| 嘉实沪深 300 |
Stock Fund |
- |
1.12 |
14.189 |
2005-8-29 |
250.41 |
- |
- |
400.73 |
| 友邦华泰上证红 利 ETF |
Stock Fund |
- |
- |
3.453 |
2006-11-17 |
- |
- |
- |
193.11 |
| 博时裕富 |
Stock Fund |
★★★ |
0.99 |
21.839 |
2003-8-26 |
244.18 |
107.66 |
55.32 |
347.42 |
| 华安 MSCI 中国 A 股 |
Stock Fund |
★★★★ |
0.99 |
2.656 |
2002-11-8 |
273.63 |
120.59 |
65.04 |
439.8 |
| 中小企业板 ETF |
Stock Fund |
- |
- |
3.73 |
2006-6-8 |
175.23 |
- |
- |
167.8 |
| 上证 50ETF |
Stock Fund |
★★★ |
0.98 |
5.981 |
2004-12-30 |
285.57 |
109.25 |
- |
405.25 |
| 上证 180ETF |
Stock Fund |
- |
1.01 |
0.673 |
2006-4-13 |
286.2 |
- |
- |
339.84 |
| 万家 180 |
Stock Fund |
★★★★ |
0.96 |
0.453 |
2003-3-15 |
258.56 |
114.35 |
58.82 |
353.95 |
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