Since the beginning of this year, nearly 70% of floating fee rate funds have achieved positive returns

As the first batch of new floating rate funds approaches its one-year anniversary since issuance, it has become an important practice in the reform of public fund fee rates, and its phased operational performance has received widespread market attention. Data shows that since the issuance of the first batch of new floating rate funds in May 2025, as of May 14, 2026, the entire market has launched 119 floating rate funds, with a total scale of 127.28B yuan. Among them, 81 products achieved positive returns within the year, accounting for 68%. It is worth noting that, along with the rapid growth in the number and scale of products, the performance differentiation of funds has become increasingly apparent. (Securities Daily)

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