Hedge Fund and Mutual Fund Equity Exposure Hedge funds and mutual funds have increased their allocation to equities over the course of this year, indicating a growing confidence in the stock market. Image: Goldman Sachs Global Investment Research
Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM November has often been characterized by increased investor activity in equity markets, leading to strong equity inflows. Image: Goldman Sachs Global Investment Research
% of Large-Cap Mutual Funds Outperforming their Benchmarks 70% of large-cap mutual funds have underperformed their benchmarks year-to-date, a cause for concern for investors seeking above-average returns from these funds. Image: Goldman Sachs Global Investment Research
U.S. Equity Mutual Funds – Cash and Liquid Assets Cash holdings of mutual funds are going down. Image: Goldman Sachs Global Investment Research
Equity Fund Flows Globally Including Mutual Funds and ETFs The month of May has seen inflows into equity funds globally, despite the negative headlines. Image: J.P. Morgan
3-Month Average Mutual Fund and ETF Flows and Real 10-Year U.S. Treasury Yield Flows into mutual funds and ETFs have been very strong. Image: Goldman Sachs Global Investment Research
U.S. ETF and Mutual Fund Flows Households remain risk-on. Image: Goldman Sachs Global Investment Research
Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Allocations to equities exceed the peak of the tech bubble. Will this end well? Image: Goldman Sachs Global Investment Research
% of Total Flows into Equity Mutual Funds and ETFs since 1996 Historically, January tends to see strong equity inflows. Image: Goldman Sachs Global Investment Research
Household + Mutual Fund Ownership of U.S. Equities Household + mutual fund ownership of U.S. equities is increasing dramatically. Image: Goldman Sachs Global Investment Research