Mutual Funds
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.
View From The North Country
Increased disclosure of mutual fund holdings detrimental to investment performance.
In The Rear View Mirror
Year 2000 is half over...Leuthold Paid To Play equity portfolio concentrated in Energy and Health Care up 7% in June, +33% YTD. Also, today’s huge valuation dichotomy.
U.S. Equity Ownership Trends
A look at the short and long term trends among the major categories of U.S. stock market shareholders.
Main Street Stampede To Tech Funds
Cash inflows to Technology specific mutual funds has exploded.
Active Managers Beat Index Funds!
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?
View From The North Country
Chasing the tale of past performance…The large cap indexing stampede. It’s not too late to get invested in emerging market funds. Also “Richer than your wildest dreams”…The advertising pitch of online trading firms. Who is protecting the public from this?
View From The North Country
Transcript from late February conference call with Steve Leuthold and Byron Wien covering a wide spectrum of timely investment topics.
The Expected Flood Never Arrived
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.
View From The North Country
Contrary to Wall Street wisdom, rising MZM is not necessarily indicative of Fed easing. Nor does contracting MZM mean a tightening Fed. Also, unlocking the mystery of the low U.S. savings rate.
October Mutual Fund Flows
Public confidence measures have taken some sharp declines in recent weeks but mutual fund investors have cautiously returned as net buyers. Meanwhile the mountain of cash in U.S. focus equity mutual funds has climbed to $125 billion.
September Mutual Fund Flows
Based on our estimates of mutual fund inflows at various market levels, it looks like more fund owners are now under water. About $116 billion was invested in the market above current levels. Nervous but not panicked mutual fund investors.
August Mutual Fund Flows
Weekly inflows for the month of August were positive in the early part of the month, but quickly turned to net redemptions as the market fell. The data demonstrates that investors continue to buy on strength. They don’t buy the dips!
July Mutual Fund Flows
According to the latest ICI report, fund managers investing in U.S equities were hoarding cash during the month of June. Percentage of assets rises to 4.1%, but still near all-time lows.
June Mutual Fund Flows
Estimated net inflows into U.S. equity funds increased significantly in June compared to May and nearly doubled year ago flows.
View From the North Country
Remembering Mister Johnson, the founding spirit of Fidelity. A “Balanced” mutual fund up 8% in a single day? Also, a reader response to last month’s comments on a new NYSE rule and how good were the good old days?
May Mutual Fund Flows
Mutual fund investors’ enthusiasm cooled during May’s volatile stock market, leaving monthly total equity fund inflows at the lowest level since March 1997.
April Mutual Fund Flows
Net inflows into U.S. equity funds for April are estimated to be down slightly from March but still running almost 40% ahead of a year ago.
March Mutual Fund Flows
Net inflows into U.S. equity funds extremely strong and now nearly 30% ahead of impressive 1997 levels. Fund flow controversy revisited. Still no consensus regarding December’s huge discrepancies between the top two data providers on the mutual fund cash flows.
February Mutual Fund Flows
Domestic equity inflows for 1998 lag last year’s levels, but still very strong...However, bond and money market fund flows YTD are significantly ahead of1997’s pace.
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