US Mutual Funds Monthly Statistics (Including ETFs)
US Mutual Funds Monthly Statistics (Including ETFs)
Yardeni Research, Inc.
January 2, 2020
Dr. Edward Yardeni
516-972-7683 eyardeni@
Debbie Johnson
480-664-1333 djohnson@
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Table Of Contents Table Of Contents
Equity Funds Monthly Flows
1
Equity Funds Yearly Flows
2-5
Bond Funds Monthly Flows
6
Bond Funds Yearly Flows
7
Equity Cumulative Flows
8-9
Bond Cumulative Flows
10
Bond & Equity Cumulative Flows
11
US Mutual Funds: Net 12-Month Inflows
12
January 2, 2020 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Monthly Flows
Figure 1.
120
120
EQUITY MUTUAL FUNDS & ETFs
100 (monthly net inflows, billion dollars)
100
Total Equity Funds (0.4)
80
80
60
60
40
40
20
20
0
Nov
0
-20
-20
-40
-40
-60
-60
-80
-80
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
100
100
80
80
60
Equity Mutual Funds* (-36.4)
60
40
40
20
20
0
0
-20
-20
-40
Nov
-40
-60
-60
-80
-80
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
80
80
60
60
Equity ETFs** (36.8)
40
Nov
40
20
20
0
0
-20
-20
-40
-40
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
* Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. ** Net share issuance by equity ETFs.
Source: Investment Company Institute.
Page 1 / January 2, 2020 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Yearly Flows
Figure 2.
500
500
EQUITY MUTUAL FUNDS & ETFs
(12-month net inflows, billion dollars)
400
400
Total Equity Funds (-92.3)
300
300
200
200
100
100
0
0
-100
Nov
-100
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
300
300
200
Equity Mutual Funds* (-248.3)
200
100
100
0
0
-100
-100
-200
-200
Nov
-300
-300
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
400
400
350
350
300
300
Equity ETFs** (155.9)
250
250
200
200
150
Nov
150
100
100
50
50
0
0
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
* Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. ** Net share issuance by equity ETFs.
Source: Investment Company Institute.
Page 2 / January 2, 2020 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Yearly Flows
Figure 3.
500
500
US EQUITY MUTUAL FUNDS & ETFs NET INFLOWS: TOTAL, DOMESTIC & WORLD
(billion dollars. 12-month sum)
400
Total (-92.3)
400
300
300
200
200
100
100
0
0
-100
Nov -100
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
250
250
200
200
150
Domestic (-80.1)
150
100
100
50
50
0
0
-50
-50
Nov
-100
-100
-150
-150
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
400
400
350
World* (-12.2)
350
300
300
250
250
200
200
150
150
100
100
50
50
0
Nov 0
-50
-50
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
* Includes International, Emerging Markets, and Regional Funds. Excludes hybrid funds that invest in equity and debt securities. Source: Investment Company Institute.
Page 3 / January 2, 2020 / Equity & Bond Funds
Yardeni Research, Inc.
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