问题如下:
LTM Fund mainly invests in small, mature health care services provider in US industries. Therefore, the LTM Fund is most likely classified as a:
选项:
A. large-cap value fund.
B. small-cap value fund.
C. small-cap growth fund.
解释:
B is correct.
考点:Segmentation of equity investment
解析:LTM基金主要投资于美国市场中的小型成熟的医疗服务行业的公司。显而易见,如果基于规模和风格的方法来分类(规模通常以市值来衡量,通常分为大盘股、中盘股或小盘股。风格通常分为价值型、增长型或价值与增长的混合体),那么LTM基金属于小盘价值型基金。
为什么不属于growth fund的范畴?