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 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
Hedge Fund and Mutual Fund Equity Exposure Reflecting optimism in the current economic climate, hedge funds and mutual funds have collectively increased their stakes in equities, indicative of a broader market preference for stocks. Image: Goldman Sachs Global Investment Research
% of Large-Cap Mutual Funds Outperforming their Benchmarks A concerning 69% of large-cap mutual funds have underperformed their benchmarks year-to-date, disappointing investors seeking above-average returns. Image: Goldman Sachs Global Investment Research
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
Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors Compared to historical standards, a 52% allocation to equities among investors is considered high, which increases the potential for volatility and losses, particularly during a market downturn. Image: Goldman Sachs Global Investment Research
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
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