Fund Flow
April Mutual Fund Flows: Net Inflow Returns In April
U.S. focus equity fund net inflow of $15 billion is estimated for April. This reverses the record level $15.7 billion monthly outflow in March.
March Mutual Fund Flows: Net Redemptions In March
U.S. focus equity fund net redemptions of $11 billion are estimated for March.
April Is The "Opportunity" Month
Bear market broadened out in late March to include other than technology sectors. Never before have so many lost so much.…There is plenty of blame to go around. Academia, The Street, the Media, the “Experts” to name a few.
February Mutual Fund FlowsModerate Net Redemptions In February
This is the first monthly net redemption since August 1998’s $6.6 billion net outflow during the throes of the Asian market crisis.
January Mutual Fund Flows: Equity Demand Surges In January
January’s $30 billion net inflow the strongest January on record (beating January 2000).
December Mutual Fund Flows: Equity Demand Continues To Cool
Managers have been timid about investing in the market, especially since the end of Q1, with only 56% of net new cash flow actually being invested in stocks.
November Mutual Fund Flows: Equity Demand Cools In A Tumultuous Month
In a month with the S&P 500 down 8% and the NASDAQ down 23%, it is amazing that there weren’t net redemptions for the month.
October Mutual Fund Flows: Amazing How Main Street Keeps Buying
Supply/Demand wildly bullish—wo why isn’t the market going up? A look beyond the supply/demand dynamics factors.
Will November Be "A Month of Cold Chilling Rains"?
I think November might be a rather dreary month for the U.S. stock market, even if we don’t get those cold chilling rains.
September Mutual Fund Flows: Main Street Investors Staying The Course
· It really is incredible that equity fund inflows have held up so well this year. Also, Supply Factors: Heavy cash acquisition activity is bullish for stocks, since it reduces the overall equity supply available to investors.
August Mutual Fund Flows: Main Street Investors Staying The Course
The YTD $194 billion net inflow through the end of August is now 67% more than 1999’s $116 billion net inflow over the same YTD period, and has already matched the annual record (1997’s $194 billion). Supply/Demand: Offerings volume was very heavy during the first half of August, but began to dry up in the second half of the month.
July Mutual Fund Flows: Main Street Investors Remain Mostly Unfazed By Market Declines
One thing can be said about the equity fund money flow this year: it just keeps rolling in.
June Mutual Fund Flows: Fund Investors Still Hangin’ In
In 2000, inflows have come in at a record clip. The YTD $160 billion net inflow through the end of June is now about 74% more than 1999’s net inflow over the same six-month period.
May Mutual Fund Flows: Fund Investors Hangin’ In
Only one week of significant net equity fund redemptions in May. Investors not only buying the rallies but now also buying the declines?
No Merry Month Of May
Kate Welling shares her insight on the recent market action. Also, the 2000 NASDAQ Market...The magnitude and short duration of both the Spring decline and the last few days’ 20%+ rally, are a direct reflection of the sad state of liquidity in the NASDAQ market.
April Mutual Fund Flows: Buying The Dip…
Surprised by the perseverance of U.S. mutual fund investors. In spite of market turmoil, $25 billion flowed into U.S. focus equity funds…The public did actually buy the dip.
Volatility 2000 Continues
Modifications to Major Trend Index improve reading, but MTI is still very negative.
U.S. Equity Ownership Trends
A look at the short and long term trends among the major categories of U.S. stock market shareholders.
March Mutual Fund Flows
This has been the best start to a new year on record in terms of net inflows, with $100 billion coming in during the first quarter. However, the cash acquisition “equity shrinking” trend has allowed the flood of mutual fund inflows to overwhelm reduced net supply.
Main Street Stampede To Tech Funds
Cash inflows to Technology specific mutual funds has exploded.
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March 2026 Issue
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