Mutual Fund Flows Tag

S&P 500 is Defying the Trend in Equity Mutual Fund Flows

02 Jun, by Bryce Coward, CFA in Markets

The trend in mutual fund flows is starting to get ugly. In the chart below we show the one year moving sum of flows into equity mutual funds (red line, left axis) and then overlay the S&P 500 price (blue line, right axis). By this...

Bond Funds Post Largest Yearly Outflow Since 2004

06 Jan, by Knowledge Leaders Team in Uncategorized

In what was the biggest bond market rout in years, bond funds saw just over $500bn of outflows in 2013 according to the Investment Company Institute (through November). Meanwhile, equity funds accumulated $128bn in new assets, making 2013 the best asset accumulation year since 2007....