Fund Flow

U.S. focus equity fund inflows are estimated at a record-level $31 billion in February. Also, a look at how foreign investment has played an instrumental role in providing bullish support to the U.S. stock market.

• Read more

This was the best January on record in terms of net inflows, topping January 1997’s $23 billion.

• Read more

Estimated totals for 1999 cash flows for the major fund categories and a comparison to previous years to illustrate trends.

• Read more

Hot market in December with many tech groups up 20%+ and one-fourth of Leuthold’s groups posting double digit gains...as Y2K fears diminished, the market  momentum built.

• Read more

U. S. focus equity fund inflows are estimated to have risen to $20 billion in November. Also, we highlight a few of the more significant seasonal effects and point out things to look out for in the coming weeks.

• Read more

Increased volatility in weekly inflows has been a by-product of the increased volatility of the stock market.

• Read more

U. S. focus equity fund inflows are estimated at $11 billion in September.

• Read more

1999’s cumulative YTD net inflows had significantly lagged behind 1998’s YTD levels until this latest month.

• Read more

U. S. focus equity fund inflows are estimated at $12 billion in July, down some from June’s $14.4 billion, and also down from last July’s $15.5 billion.

• Read more

Early on, it appeared that June was destined to be one of the less memorable months in terms of U.S. equity fund inflows. But big net inflows came in during the final five days of the month, making June much more memorable to fund flow watchers.

• Read more

Just as many plan sponsors throw in the towel, active managers pull a great quarter out of their collective hat. What's in store for the second half of 1999?

• Read more

Market volatility was the likely culprit for equity fund disenchantment in May, as net inflows into U.S. focus equity funds for the month were less than half of April’s record breaking $26.1 billion. Main Street Confidence: The critical market factor…..what are some potential confidence destroyers?

• Read more

April net inflows into U.S. focus equity funds estimated at $23 billion, up from $15 billion in March. YTD equity fund cash flows still 25% below 1998 levels.

• Read more

There were two weekly periods of net redemptions in March, both occurring in down market weeks. Weekly inflows bounced back strong during the weeks the market rallied, but it is obvious that volatility of weekly cash flows has been a reflection of stock market volatility.

• Read more

Transcript from late February conference call with Steve Leuthold and Byron Wien covering a wide spectrum of timely investment topics.

• Read more

Net inflows into U.S. focus equity funds for February were significantly down from January.

• Read more

In December 1998, nearly everybody seemed bullish about early 1999 (including me). A seasonal flood of new money was expected to run the market on the upside in the first quarter…..But, the flood never came.

• Read more

Net inflows into U.S. focus equity funds were somewhat ahead of last year’s pace by the end of January. Estimated net inflows of $18 billion compares to last January’s $16.1 billion.

• Read more

It certainly was an interesting year for mutual fund cash flows. In mid-1998, it became clear that investors were beginning to favor the relative safety of bond and money market funds over equity funds. Up to that point, equity funds had been getting the lion’s share of investors’ contributions.

• Read more

Small cap fund flows improving, but well below 1997 and 1996 levels. Nearly 70% of November’s bond inflows of $5.5 billion were earmarked for High Yield funds.

• Read more