% of Large-Cap Mutual Funds Outperforming their Benchmarks 50% of large-cap mutual funds have outperformed year-to-date, which is above the 10-year average. 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
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
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