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Saturday, June 19, 2010

Equity, Bond & Money Market Fund Flows Report

The weekly mutual fund flows data shows money continues to pour out of low yielding money market funds.  Also, equity funds show a net loss of funds for the year
From's weekly wrap:
IndexEnded WeekYTD %
S&P 5001117.510.2

Annual data shown in table 1 below. Raw data from AMG Weekly Fund Flows Data

Weekly 06/16/2010
  • Equity Fund Inflows $11.4 Bil
  • Taxable Bond Fund Inflows $3.7 Bil
  • xETFs - Equity Fund Outflows -$13 Mil; Taxable Bond Fund Inflows $2.3 Bil
Fund Flow Totals for 2010 through 6/16/10

Table 1 AMG Fund Flows for Full Year - $B
--------------- Equity Tax Bond MM Fund
Fund Flows for 2003 40.8 40.7 NC
Fund Flows for 2004 95.0 11.3 (64.3)
Fund Flows for 2005 71.9 9.3 89.0
Fund Flows for 2006 52.5 29.9 308.3
Fund Flows for 2007 111.3 68.8 569.5
Fund Flows for 2008 3.5 (3.3) 608.0
Fund Flows for 2009 6.0 172.0 (280.2)
Fund Flows for 2010 (1.6) 75.5 (431.4)+

  • NC = Data Not Compiled
  •  += Some data for Money Market Funds between March 2010 and June 19, 2010 is missing but the overall trend is clear.
ExETFs—For the week ended 6/16/2010 All Equity funds report net outflows totaling -$0.013 billion as Domestic Equity funds report net outflows of -$0.307 billion and Non-Domestic Equity funds report net intflows of $0.294 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.310 billion as some investors continue to become less risk averse as they take advantage of a bottoming euro/dollar relationship and expected exports to US consumers… Net inflows are reported for All Taxable Bond funds ($2.323 billion), bringing the rate of inflows of the $2.410-trillion sector to $1.651 billion/week... Increasing net inflows are reported to International & Global debt funds totaling $0.628 billion from $294 million a week earlier, and the largest inflow to the sector in seven weeks, indicating less risk aversion among investors to that sector... Net inflows are now reported to Corp-High Yield funds totaling $0.068 billion, the first inflows to the sector in seven weeks... Money Market funds report net outflows totaling -$37.866 billion... ExETFs—Municipal Bond funds report net inflows of $0.218 billion….

Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 164% (a double plus another 64%!!) vs. the S&P500 UP a tiny 6.2% vs. NASDAQ UP a tiny 2.0% (All through 6/28/10)

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In 2009, "Kirk's Newsletter Explore Portfolio" gained 33.5% vs. the DJIA up 18.8%
As of  now, 6/28/10, the explore portfolio is up 1.8% YTD vs. DJIA Down 2.4% & S&P500 Down 2.3%

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