Median Monthly Flow into Equity Mutual Funds and ETFs as a % of Total AUM August tends to see the largest equity outflows of the year. Image: Goldman Sachs Global Investment Research
Equity – Aggregate Financial Asset Allocation Among Households, Mutual Funds, Pension Funds, and Foreign Investors So far, allocations to equities remain below the peak of the tech bubble. 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
% of Large-Cap Mutual Funds Outperforming their Benchmarks 57% of large-cap mutual funds have outperformed year-to-date, making it the strongest start to a year since 2009. Image: Goldman Sachs Global Investment Research
Large-Cap Mutual Funds – Over/(Under)weight Allocations Large-cap mutual funds are underweight retail favorites. Image: Goldman Sachs Global Investment Research
% of Total Flows into Equity Mutual Funds and ETFs since 1996 Since 1996, 33% of inflows from equity mutual funds and ETFs have occurred in January. Image: Goldman Sachs Global Investment Research
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
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