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
Large-Cap Mutual Funds – Over/(Under)weight Allocations Large-cap mutual funds are underweight retail favorites. 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
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