{"id":29837,"date":"2023-12-07T08:43:54","date_gmt":"2023-12-07T08:43:54","guid":{"rendered":"https:\/\/masterskills.org\/blog\/qui-dau-tu-mid-cap-mid-cap-fund-la-gi-dac-diem-va-loi-ich.html"},"modified":"2023-12-23T06:10:46","modified_gmt":"2023-12-22T23:10:46","slug":"qui-dau-tu-mid-cap-mid-cap-fund-la-gi-dac-diem-va-loi-ich","status":"publish","type":"post","link":"https:\/\/masterskills.org\/blog\/qui-dau-tu-mid-cap-mid-cap-fund-la-gi-dac-diem-va-loi-ich.html","title":{"rendered":"Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap (Mid-Cap Fund) l\u00e0 g\u00ec? \u0110\u1eb7c \u0111i\u1ec3m v\u00e0 l\u1ee3i \u00edch"},"content":{"rendered":"
\n
\n
<\/div>
\n

(\u1ea2nh minh h\u1ecda: The Economic Times)<\/p>\n<\/figcaption><\/figure>\n

Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/font><\/h2>\n

Kh\u00e1i ni\u1ec7m<\/b><\/p>\n

Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap <\/b>trong ti\u1ebfng Anh l\u00e0 Mid-Cap Fund<\/b>.<\/p>\n

Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap <\/b>l\u00e0 m\u1ed9t c\u00f4ng c\u1ee5 \u0111\u1ea7u t\u01b0 g\u1ed9p, ch\u1eb3ng h\u1ea1n\u00a0qu\u0129 t\u01b0\u01a1ng h\u1ed7\u00a0ho\u1eb7c\u00a0qu\u0129 ETF, \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a trung b\u00ecnh ho\u1eb7c c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng t\u1eeb kho\u1ea3ng 2 t\u1ec9 USD \u0111\u1ebfn 10 t\u1ec9 USD.<\/p>\n

\u0110\u1eb7c \u0111i\u1ec3m c\u1ee7a Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/font><\/h3>\n

C\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap <\/b>cung c\u1ea5p m\u1ed9t danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u0111a d\u1ea1ng c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a trung b\u00ecnh\u00a0cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n

Nh\u00ecn chung, c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a trung b\u00ecnh c\u00f3 xu h\u01b0\u1edbng c\u00f3 ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng nhi\u1ec1u h\u01a1n so v\u1edbi c\u00e1c\u00a0c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn\u00a0v\u00e0 c\u00f3 \u00edt bi\u1ebfn \u0111\u1ed9ng h\u01a1n so v\u1edbi ph\u00e2n kh\u00fac\u00a0v\u1ed1n h\u00f3a nh\u1ecf.<\/p>\n

C\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap t\u00ecm c\u00e1ch t\u1eadn d\u1ee5ng ti\u1ec1m n\u0103ng t\u0103ng v\u1ed1n b\u1eb1ng c\u00e1ch t\u1ea1o ra c\u00e1c qu\u0129 \u0111a d\u1ea1ng gi\u1eefa c\u00e1c c\u00f4ng ty v\u1ed1n h\u00f3a trung b\u00ecnh.<\/p>\n

C\u00f4ng ty \u0111\u1ea7u t\u01b0 qu\u0129 v\u00e0 ch\u1ec9 s\u1ed1 t\u1eadp trung v\u00e0o c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a trung b\u00ecnh, v\u1edbi y\u1ebfu t\u1ed1 b\u1ed5 sung v\u00e0o nh\u01b0 s\u1ef1 t\u0103ng tr\u01b0\u1edfng ho\u1eb7c gi\u00e1 tr\u1ecb.<\/p>\n

C\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c qu\u1ea3n l\u00ed ch\u1ee7 \u0111\u1ed9ng ho\u1eb7c qu\u1ea3n l\u00ed th\u1ee5 \u0111\u1ed9ng.<\/p>\n

Ph\u00e2n kh\u00fac c\u1ee7a c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a trung b\u00ecnh c\u1ee7a th\u1ecb tr\u01b0\u1eddng cung c\u1ea5p m\u1ed9t lo\u1ea1t c\u00e1c l\u1ef1a ch\u1ecdn \u0111\u1ea7u t\u01b0 cho c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n

X\u00e1c \u0111\u1ecbnh c\u1ed5 phi\u1ebfu Mid-cap<\/font><\/h3>\n

H\u1ea7u h\u1ebft c\u00e1c c\u1ed1 v\u1ea5n t\u00e0i ch\u00ednh cho r\u1eb1ng ch\u00eca kh\u00f3a \u0111\u1ec3 gi\u1ea3m thi\u1ec3u r\u1ee7i ro l\u00e0 danh m\u1ee5c \u0111\u1ea7u t\u01b0 \u0111a d\u1ea1ng. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u00ean c\u00f3 s\u1ef1 k\u1ebft h\u1ee3p c\u1ee7a c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a nh\u1ecf, trung b\u00ecnh v\u00e0 v\u1ed1n h\u00f3a l\u1edbn.<\/p>\n

Tuy nhi\u00ean, m\u1ed9t s\u1ed1 nh\u00e0 \u0111\u1ea7u t\u01b0 xem c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a trung b\u00ecnh l\u00e0 m\u1ed9t c\u00e1ch \u0111\u1ec3 \u0111a d\u1ea1ng h\u00f3a r\u1ee7i ro.<\/p>\n

C\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a nh\u1ecf t\u1ea1o ra ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng l\u1edbn nh\u1ea5t, nh\u01b0ng s\u1ef1 t\u0103ng tr\u01b0\u1edfng \u0111\u00f3 \u0111i k\u00e8m v\u1edbi r\u1ee7i ro cao nh\u1ea5t.<\/p>\n

C\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn mang l\u1ea1i s\u1ef1 \u1ed5n \u0111\u1ecbnh nh\u1ea5t, nh\u01b0ng ch\u00fang mang l\u1ea1i tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng th\u1ea5p h\u01a1n.<\/p>\n

C\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a trung b\u00ecnh l\u00e0 s\u1ef1 k\u1ebft h\u1ee3p c\u1ee7a c\u1ea3 hai, cung c\u1ea5p c\u1ea3 s\u1ef1 t\u0103ng tr\u01b0\u1edfng v\u00e0 s\u1ef1 \u1ed5n \u0111\u1ecbnh.<\/p>\n

L\u1ee3i \u00edch c\u1ee7a Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/font><\/h3>\n

C\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/b> c\u00f3 m\u1ed9t s\u1ed1 l\u1ee3i th\u1ebf so v\u1edbi c\u1ea3 c\u00e1c c\u1ed5 phi\u1ebfu trung b\u00ecnh ri\u00eang l\u1ebb v\u00e0 c\u00e1c lo\u1ea1i\u00a0qu\u0129\u00a0kh\u00e1c.<\/p>\n

M\u1eb7c d\u00f9 \u00edt bi\u1ebfn \u0111\u1ed9ng h\u01a1n so v\u1edbi c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a nh\u1ecf, nh\u01b0ng vi\u1ec7c ch\u1ec9 n\u1eafm gi\u1eef m\u1ed9t s\u1ed1 qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap th\u01b0\u1eddng c\u00f3 r\u1ee7i ro l\u1edbn h\u01a1n nhi\u1ec1u so v\u1edbi n\u1eafm gi\u1eef m\u1ed9t s\u1ed1 c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn.<\/p>\n

B\u1eb1ng c\u00e1ch \u0111\u1ea7u t\u01b0 v\u00e0o m\u1ed9t qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 n\u1eafm b\u1eaft ti\u1ec1m n\u0103ng t\u0103ng tr\u01b0\u1edfng c\u1ee7a c\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap m\u00e0 kh\u00f4ng c\u1ea7n bi\u1ebft r\u1ee7i ro c\u1ee5 th\u1ec3 c\u1ee7a c\u00f4ng ty.<\/p>\n

C\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap c\u00f3 th\u1ec3 theo m\u1ed9t m\u00f4 h\u00ecnh h\u01a1i kh\u00e1c so v\u1edbi c\u00e1c c\u1ed5 phi\u1ebfu c\u00f3 v\u1ed1n h\u00f3a l\u1edbn ho\u1eb7c nh\u1ecf, v\u00e0 \u0111i\u1ec1u n\u00e0y r\u1ea5t h\u1eefu \u00edch cho \u0111a d\u1ea1ng h\u00f3a danh m\u1ee5c \u0111\u1ea7u t\u01b0.<\/p>\n

Trong l\u1ecbch s\u1eed, \u0111\u00e3 c\u00f3 nh\u1eefng kho\u1ea3ng th\u1eddi gian d\u00e0i m\u00e0 c\u00e1c c\u1ed1 phi\u1ebfu v\u1ed1n h\u00f3a l\u1edbn hay v\u1ed1n h\u00f3a nh\u1ecf v\u01b0\u1ee3t tr\u1ed9i. Ch\u1ecdn m\u1ed9t qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap c\u00f3 th\u1ec3 ng\u0103n c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111i qu\u00e1 xa.<\/p>\n

C\u00e1c ch\u1ec9 tr\u00edch xung quanh Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/font><\/h3>\n

B\u1eb1ng c\u00e1ch \u0111\u1ea7u t\u01b0 v\u00e0o m\u1ed9t qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/b> thay v\u00ec n\u1eafm gi\u1eef c\u00e1c c\u1ed5 phi\u1ebfu c\u00f3 v\u1ed1n h\u00f3a trung b\u00ecnh ri\u00eang l\u1ebb, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u00f3 th\u1ec3 b\u1ecf l\u1ee1 l\u1ee3i nhu\u1eadn kh\u1ed5ng l\u1ed3.<\/p>\n

\u0110\u1eb7c bi\u1ec7t, ph\u01b0\u01a1ng ph\u00e1p CANSLIM th\u01b0\u1eddng \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng th\u00e0nh c\u00f4ng cho c\u00e1c c\u1ed5 phi\u1ebfu v\u1ed1n h\u00f3a trung b\u00ecnh.<\/p>\n

V\u00ed d\u1ee5 v\u1ec1 c\u00e1c Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/font><\/h3>\n

D\u01b0\u1edbi \u0111\u00e2y l\u00e0 m\u1ed9t s\u1ed1 v\u00ed d\u1ee5 v\u1ec1 c\u00e1c qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap<\/b> h\u00e0ng \u0111\u1ea7u c\u1ee7a th\u1ecb tr\u01b0\u1eddng \u1edf M\u1ef9.<\/p>\n

Qu\u0129 \u0111\u1ea7u t\u01b0 t\u0103ng tr\u01b0\u1edfng MidCap BlackCap (BMGAX)<\/b><\/p>\n

Qu\u0129 \u0111\u1ea7u t\u01b0 t\u0103ng tr\u01b0\u1edfng MidCap BlackCap l\u00e0 m\u1ed9t qu\u0129 t\u01b0\u01a1ng h\u1ed7 \u0111\u01b0\u1ee3c qu\u1ea3n l\u00ed ch\u1ee7 \u0111\u1ed9ng. Qu\u0129 n\u00e0y t\u00ecm c\u00e1ch \u0111\u1ea7u t\u01b0 v\u00e0o c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a trung b\u00ecnh t\u1eeb ch\u1ec9 s\u1ed1 t\u0103ng tr\u01b0\u1edfng Russell MidCap m\u00e0 h\u1ecd tin r\u1eb1ng c\u00f3 \u0111\u1eb7c \u0111i\u1ec3m t\u0103ng tr\u01b0\u1edfng v\u01b0\u1ee3t tr\u1ed9i.<\/p>\n

K\u1ec3 t\u1eeb ng\u00e0y 25 th\u00e1ng 10 n\u0103m nay, qu\u0129 c\u00f3 t\u1ec9 l\u1ec7 ho\u00e0n v\u1ed1n gi\u00e1 tr\u1ecb t\u00e0i s\u1ea3n r\u00f2ng h\u00e0ng n\u0103m l\u00e0 27,94%. Qu\u0129 c\u00f3 t\u1ec9 l\u1ec7 chi ph\u00ed g\u1ed9p l\u00e0 1,30% v\u00e0 t\u1ec9 l\u1ec7 chi ph\u00ed r\u00f2ng l\u00e0 1,05% cho c\u1ed5 phi\u1ebfu lo\u1ea1i A.<\/p>\n

Qu\u0129 Vanguard Mid-Cap ETF (VO)<\/b><\/p>\n

Qu\u0129 Vanguard Mid-Cap ETF l\u00e0 m\u1ed9t trong nh\u1eefng qu\u0129 \u0111\u1ea7u t\u01b0 th\u1ee5 \u0111\u1ed9ng l\u1edbn nh\u1ea5t trong ph\u00e2n kh\u00fac th\u1ecb tr\u01b0\u1eddng v\u1ed1n h\u00f3a trung b\u00ecnh \u1edf M\u1ef9.<\/p>\n

Qu\u0129 s\u1eed d\u1ee5ng chi\u1ebfn l\u01b0\u1ee3c sao ch\u00e9p ch\u1ec9 s\u1ed1 \u0111\u1ec3 theo d\u00f5i t\u1ec9 l\u1ec7 n\u1eafm gi\u1eef v\u00e0 hi\u1ec7u su\u1ea5t c\u1ee7a CRSP US Mid Cap Index.<\/p>\n

K\u1ec3 t\u1eeb ng\u00e0y 25\/10\/, qu\u0129 c\u00f3 t\u1ec9 l\u1ec7 ho\u00e0n v\u1ed1n l\u00e0 24,01%. Qu\u0129 c\u00f3 t\u1ec9 l\u1ec7 chi ph\u00ed l\u00e0 0,04%.<\/p>\n

(Theo Investopedia)<\/i><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

\n Qu\u0129 \u0111\u1ea7u t\u01b0 Mid-cap (ti\u1ebfng Anh: Mid-Cap Fund) l\u00e0 m\u1ed9t c\u00f4ng c\u1ee5 \u0111\u1ea7u t\u01b0 g\u1ed9p, \u0111\u1ea7u t\u01b0 v\u00e0o c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a trung b\u00ecnh ho\u1eb7c c\u00e1c c\u00f4ng ty c\u00f3 v\u1ed1n h\u00f3a th\u1ecb tr\u01b0\u1eddng t\u1eeb kho\u1ea3ng 2 t\u1ec9 USD \u0111\u1ebfn 10 t\u1ec9 USD.\n <\/div>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[417],"tags":[],"_links":{"self":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/29837"}],"collection":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/comments?post=29837"}],"version-history":[{"count":0,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/posts\/29837\/revisions"}],"wp:attachment":[{"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/media?parent=29837"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/categories?post=29837"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/masterskills.org\/blog\/wp-json\/wp\/v2\/tags?post=29837"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}