Search Results for: mutual fund

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

Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM November tends to see strong equity inflows. Image: Goldman Sachs Global Investment Research

Net U.S. Mutual Fund and ETF Flows by Year Are flows into U.S. equity mutual funds and ETFs on the way to the moon this year? Image: Goldman Sachs Global Investment Research

% of Large-Cap Mutual Funds Outperforming their Benchmarks 43% of large-cap mutual funds have outperformed year-to-date, which is above the 10-year average. Image: Goldman Sachs Global Investment Research

Inequality – Breakdown of Household Equity and Mutual Fund Ownership by Wealth Percentile Stock ownership has gotten very concentrated with the top 1% owning 53% of stocks. Image: Goldman Sachs Global Investment Research

What Bubble? – Mutual Funds and ETF Cumulative Flows into Equities and Bonds Since 2009 Are U.S. equities a long way away from being in bubble territory, as inflows since 2009 have gone into bonds, not equities? Image: Fidelity Investments

Large-Cap Mutual Funds – Over/(Under)weight Allocations Large-cap mutual funds are underweight retail favorites. Image: Goldman Sachs Global Investment Research