Weekly New Cash Flows - Yardeni Research

US Mutual Funds: Weekly New Cash Flows

Yardeni Research, Inc.

March 18, 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 Fund Flows (weekly)

1

Bond Fund Flows (weekly)

2

Total Equity & Bond Fund Flows (13-week)

3

Equity Fund Flows (13-week)

4

Bond Fund Flows (13-week)

5

All Equity & Bond Fund Flows (13-week)

6-8

March 18, 2020 / Weekly New Cash Flows

Yardeni Research, Inc.



Equity Fund Flows (weekly)

Figure 1.

20

EQUITY MUTUAL FUNDS: ICI ESTIMATED 15 WEEKLY NET NEW CASH FLOW*

10 (billion dollars)

Total Equity Funds

5

20 15 3/11 10 5

0

0

-5

-5

-10

-10

-15

-15

-20

-20

-25

-25

-30

-30

-35 2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

-35 2020

15

15

10

Domestic Equity Funds

3/11

10

5

5

0

0

-5

-5

-10

-10

-15

-15

-20

-20

-25 2008

10

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

-25 2020

10

Foreign Equity

5

Funds

5

3/11

0

0

-5

-5

-10

-10

-15 2008

2009

2010

2011

2012

2013

2014

2015

2016

*ICI's weekly cash flows are estimated while actual net new cash flows are collected on a monthly basis. Source: Investment Company Institute.

2017

2018

-15

2019

2020

Page 1 / March 18, 2020 / Weekly New Cash Flows

Yardeni Research, Inc.



Bond Fund Flows (weekly)

Figure 2.

30

30

BOND MUTUAL FUNDS: ICI ESTIMATED

WEEKLY NET NEW CASH FLOW*

20 (billion dollars)

20

Total Bond Funds

10

10

0

0

-10

-10

-20

-20

-30

-40 2008

20

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

-30 3/11

2019

-40 2020

20

Taxable Bond Funds

10

10

0

0

-10

-10

-20

-20

-30 2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

4

Municipal Bond Funds 2

0

-2

-4

-6

-8

-10 2008

2009

2010

2011

2012

2013

2014

2015

2016

*ICI's weekly cash flows are estimated while actual net new cash flows are collected on a monthly basis. Source: Investment Company Institute.

2017

2018 2018

3/11

-30

2019

2020

4

2

0

-2 3/11

-4

-6

-8

-10

2019

2020

Page 2 / March 18, 2020 / Weekly New Cash Flows

Yardeni Research, Inc.



Total Equity & Bond Fund Flows (13-week)

Figure 3.

350

350

300

TOTAL EQUITY MUTUAL FUNDS: ICI ESTIMATED WEEKLY NET NEW CASH FLOW*

300

250 (billion dollars, 13-week moving average,

250

200 annualized)

200

150

150

100

100

50

50

0

0

-50

-50

-100

-100

-150

-150

-200

-200

-250

-250

-300

-300

-350

3/11

-350

-400

-400

-450

-450

-500

-500

-550

-550

-600

-600

-650

-700 2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

-650

-700 2021 2022

* ICI's weekly cash flows are estimated while actual net new cash flows are collected on a monthly basis. Source: Investment Company Institute.

Figure 4.

800

800

TOTAL BOND MUTUAL FUNDS: ICI ESTIMATED

700 WEEKLY NET NEW CASH FLOW*

700

(billion dollars, 13-week moving average, annualized)

600

600

500

500

400

400

300

300

200

3/11

200

100

100

0

0

-100

-100

-200

-200

-300

-300

-400

-400

-500

-600

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

-500

-600 2020

* ICI's weekly cash flows are estimated while actual net new cash flows are collected on a monthly basis. Source: Investment Company Institute.

Page 3 / March 18, 2020 / Weekly New Cash Flows

Yardeni Research, Inc.



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