Mutual Fund and ETF In/(Out)Flows

Mutual Fund and ETF In/(Out)Flows Since 2023, cash has emerged as the flow winner. Will it serve as the primary driving force behind the bull markets in the months ahead? Image: Goldman Sachs Global Investment Research

Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM

Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM January has historically been characterized by increased investor activity in equity markets, leading to strong equity inflows, as the start of a new year often brings renewed investment strategies and goals. Image: Goldman Sachs Global Investment Research

Hedge Fund and Mutual Fund Equity Exposure

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

% of Large-Cap Mutual Funds Outperforming their Benchmarks

% 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