Breakdown of Household Equity and Mutual Fund Ownership by Generation Baby boomers control a substantial proportion of the U.S. equity market. Image: Goldman Sachs Global Investment Research
Inequality – Breakdown of Household Equity and Mutual Fund Ownership by Wealth Percentile With the top 1% owning 53% of stocks, stock ownership has gotten very concentrated. Image: Goldman Sachs Global Investment Research
% of Large-Cap Mutual Funds Outperforming their Benchmarks While coronavirus has shaken the stock market, 45% of large-cap mutual funds have outperformed their benchmarks year-to-date. Image: Goldman Sachs Global Investment Research
% of Total Flows into Equity Mutual Funds and ETFs since 1996 Since 1996, 25% of outflows from equity mutual funds and ETFs have occurred in August. Image: Goldman Sachs Global Investment Research
Major U.S. Mutual Funds’ Net Exposure to U.S. Equities U.S. equity exposure of major U.S. mutual funds is in line with the historical average. Image: Nomura
Large-Cap Mutual Funds Beta to Mega-Cap Growth Stocks Mega-cap growth stocks have seen their exposure in mutual funds rising steeply. Image: Deutsche Bank Asset Allocation
Cash on the Sidelines in Money Market Mutual Funds How much cash is sitting in money market mutual funds, waiting to come back to the market? $4.8 trillion, which is about 16% of market capitalization. Image: Fidelity Investments
U.S. Equity Mutual Funds Flow U.S. equity mutual funds have experienced the biggest drop in asset under management since 2008. Image: Macrobond Financial
Share of Household Equities and Mutual Funds Owned by the Bottom 90% Chart showing that share of household equities and mutual funds owned by the bottom 90% has been counter-cyclical. Image: Goldman Sachs Global Investment Research
Weekly Net Flows into Bond Mutual Funds and ETFs Bond funds benefit from record inflows, reflecting investor fears about the coronavirus’s spread. Image: Financial Times