Search Results for: mutual fund

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

% 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

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

U.S. Quant Mutual Funds 2019 was another tough year for quant mutual funds, as just 15% beat the U.S. stock market. Image: Financial Times

Vanguard and U.S. Mutual Funds Is Vanguard getting too big as a firm? What about its impact on corporate America? Image: Financial Times

Weekly Net Flows into Bond Mutual Funds and Exchange Traded Funds Bond funds posted record inflows as the Iranian crisis intensified. Image: Financial Times