U.S. ETF and Mutual Fund Flows

U.S. ETF and Mutual Fund Flows Investors continue to show a strong appetite for U.S. money market funds as a safe and attractive option amid ongoing market volatility and high short-term interest rates. Image: Goldman Sachs Global Investment Research

Hedge Fund and Mutual Fund Equity Exposure

Hedge Fund and Mutual Fund Equity Exposure In a sign of optimism about the current economic climate, hedge funds and mutual funds have collectively increased their stakes in U.S. equities, which paints a picture of growing confidence in the U.S. stock market. Image: Goldman Sachs Global Investment Research

% of Large-Cap Mutual Funds Outperforming their Benchmarks

% of Large-Cap Mutual Funds Outperforming their Benchmarks With 51% of large-cap mutual funds beating their benchmarks year-to-date, surpassing the long-term average, it’s a positive sign. However, historically, most active funds have struggled to consistently beat their benchmarks. 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 seen increased investor activity in equity markets, resulting in strong inflows, as the start of a new year often inspires renewed investment strategies and goals. Image: Goldman Sachs Global Investment Research

Flows into U.S. Equity ETFs and Mutual Funds

Flows into U.S. Equity ETFs and Mutual Funds Looks like U.S. equities hit the jackpot as they have experienced significant inflows recently, totaling $186 billion over the past nine weeks, marking the largest inflows on record. Image: Goldman Sachs Global Investment Research

U.S. Domiciled Mutual Funds

U.S. Domiciled Mutual Funds While U.S. money market holdings remain historically low, equity allocations are high, reflecting a significant shift in investor behavior towards riskier assets in pursuit of higher returns. Image: Goldman Sachs Global Investment Research

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