US Mutual Funds Monthly Statistics (Including ETFs)
US Mutual Funds Monthly Statistics (Including ETFs)
Yardeni Research, Inc.
April 28, 2022
Dr. Edward Yardeni
516-972-7683 eyardeni@
Debbie Johnson
480-664-1333 djohnson@
Please visit our sites at blog.
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Table Of Contents Table Of Contents
Equity Funds Monthly Flows
1-5
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
Equity Funds Yearly Flows
13
April 28, 2022 / 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 (59.7)
80
80
60
Mar
60
40
40
20
20
0
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 2021 2022 2023 2024
100
100
80
80
60
Equity Mutual Funds* (-4.6)
60
40
40
20
20
0
Mar
0
-20
-20
-40
-40
-60
-60
-80
-80
-100
-100
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
100
100
Equity ETFs** (64.2) Mar
50
50
0
0
-50
-50
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
* 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 / April 28, 2022 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Monthly Flows
Figure 2.
600
500
EQUITY MUTUAL FUNDS & ETFs (12-month net inflows, billion dollars)
400
600
500 Mar
400
300
300
200
200
100
100
0
0
-100
-100
-200
Total Equity Funds (444.5)
-200
-300
-300
-400
-400
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
400
400
200
200
0
0
-200
Mar
-200
-400
Equity Mutual Funds* (-231.3)
-400
-600
-600
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
800
800
700
700
Mar
600
600
500
Equity ETFs** (675.8)
500
400
400
300
300
200
200
100
100
0
0
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
* Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. ** Net share issuance by equity ETFs.
Note: Shaded red areas are S&P 500 bear market declines of 20% or more. Yellow areas show bull markets. Source: Investment Company Institute.
Page 2 / April 28, 2022 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Monthly Flows
Figure 3.
500
500
US EQUITY MUTUAL FUNDS & ETFs NET INFLOWS: TOTAL, DOMESTIC & WORLD
Mar
400 (billion dollars. 12-month sum)
400
300
Total (444.5)
300
200
200
100
100
0
0
-100
-100
-200
-200
-300
-300
-400
-400
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
250
250
200
Mar
200
150
150
100
Domestic (200.8)
100
50
50
0
0
-50
-50
-100
-100
-150
-150
-200
-200
-250
-250
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
400
400
300 World* (243.7)
200
300 Mar
200
100
100
0
0
-100
-100
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
* Includes International, Emerging Markets, and Regional Funds. Excludes hybrid funds that invest in equity and debt securities. Source: Investment Company Institute.
Page 3 / April 28, 2022 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Monthly Flows
Figure 4.
700
700
US EQUITY MUTUAL FUNDS NET INFLOWS: TOTAL, DOMESTIC & WORLD*
(billion dollars. 12-month sum)
500
500
Total (-231.3)
300
300
100
100
-100
-100
Mar
-300
-300
-500
-500
-700
-700
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
300
300
200
200
Domestic (-300.6)
100
100
0
0
-100
-100
-200
-200
-300
Mar
-300
-400
-400
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
200
200
100
100
Mar
0
0
-100
-100
World** (69.3)
-200
-200
-300
-300
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
* Gross share issuance minus gross share redemptions. ** Includes International, Emerging Markets, and Regional Funds. Excludes hybrid funds that invest in equity and debt securities.
Source: Investment Company Institute.
Page 4 / April 28, 2022 / Equity & Bond Funds
Yardeni Research, Inc.
Equity Funds Monthly Flows
Figure 5.
800
750 US EQUITY ETFs NET SHARE ISSUANCE: TOTAL, DOMESTIC & WORLD 700 (12-month net inflows, billion dollars)
650
800
750
Mar
700
650
600
600
550
550
500
Total (675.8)
500
450
450
400
400
350
350
300
300
250
250
200
200
150
150
100
100
50
50
0
0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
525
525
Mar
475
475
425
425
375
Domestic (501.4)
375
325
325
275
275
225
225
175
175
125
125
75
75
25
25
-25
-25
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
275
275
250
250
225
Global/
225
200
International (174.4)
200
175
Mar
175
150
150
125
125
100
100
75
75
50
50
25
25
0
0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Source: Investment Company Institute.
Page 5 / April 28, 2022 / Equity & Bond Funds
Yardeni Research, Inc.
Bond Funds Monthly Flows
Figure 6.
150
150
BOND MUTUAL FUNDS & ETFs
100 (monthly net inflows, billion dollars)
100
50
50
0
0
Mar
-50
-50
-100
-100
-150
-150
Total Bond Funds (-15.7)
-200
-200
-250
-250
-300
-300
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
100
100
75
75
50
50
25
25
0
0
-25
Mar
-25
-50
-50
-75
Bond Mutual Funds* (-35.7)
-75
-100
-100
-125
-125
-150
-150
-175
-175
-200
-200
-225
-225
-250
-250
-275
-275
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
40
40
30
20
Bond ETFs** (20.0)
30
Mar
20
10
10
0
0
-10
-10
-20
-20
2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
* Net sales (including reinvested dividends) less redemptions plus the net results of fund switches. ** Net share issuance by bond ETFs.
Source: Investment Company Institute.
Page 6 / April 28, 2022 / Equity & Bond Funds
Yardeni Research, Inc.
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