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Friday, July 16, 2010

Equity, Bond & Money Market Fund Flows Weekly Report

Money continues to pour into bond funds.
Annual data shown in table 1 below. 
Weekly 07/14/2010 
  • Equity Fund Inflows $4.7 Bil
  • Taxable Bond Fund Inflows $6.2 Bil
  • xETFs - Equity Fund Inflows $117 Mil
  • Taxable Bond Fund Inflows $4.1 Bil
Fund Flow Totals for 2010 through 7/14/10
Table 1 AMG Fund Flows for Full Year - $B
Fund Flows for Equity Tax Bond MM Fund
2003 40.8 40.7 NC
2004 95.0 11.3 (64.3)
2005 71.9 9.3 89.0
2006 52.5 29.9 308.3
2007 111.3 68.8 569.5
2008 3.5 (3.3) 608.0
2009 6.0 172.0 (280.2)
2010 (17.3) 89.7 (399.9)
  • NC = Data Not Compiled
  •  += Some data for Money Market Funds between March 2010 and July 14, 2010 is missing but the overall trend is clear. 
  • Raw data from AMG Weekly Fund Flows Data
ExETFs—For the week ended 7/14/2010 all Equity funds report net inflows totaling $0.117 billion as Domestic Equity funds report net outflows of $0.007 billion and Non-Domestic Equity funds report net inflows of $0.124 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.186 billion as investors continue to look outside the US and developed European markets… Net inflows are reported for All Taxable Bond funds (+$6.205 billion), bringing the rate of inflows of the $1.098-trillion sector to $3.351 billion/week... International & Global Debt funds ($0.628 billion) continued to draw assets as they reported inflows for the seventh consecutive week... Net inflows of $2.104 billion were reported for Corp-Investment Grade funds... Money Market funds report net inflows of $2.853 billion... ExETFs—Municipal Bond funds report net inflows of $0.612 billion.... The database was updated a second time today to reflect a large batch of fund mergers during the week, which originally overstated Municipal Bond funds flows.

Rydex Nova/Ursa Ratio = 0.262
This chart of the "Rydex Nova/Ursa Ratio" courtesy of Schaeffer's Research shows money is flowing into bear (Ursa) funds at nearly four times the rate of bull funds (ratio is 0.262 for 7/14)
Date NAV Adjusted N/U Ratio
07/15 0.260
07/14 0.262
07/13 0.262
07/12 0.248
07/09 0.236

Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 152% (a double plus another 52%!!) vs. the S&P500 UP a tiny 1.4% vs. NASDAQ  down 3.8%!!!   (All through 6/30/10)
In 2009, "Kirk's Newsletter Explore Portfolio" gained 33.5% vs. the DJIA up 18.8%
For 2010, as of 7/15/10, the explore portfolio is up 2.3% YTD
vs. DJIA 
down 0.7% vs. S&P500 down 0.7%!

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