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Saturday, November 06, 2010

Fund Flows: Equity, Bond & Money Market Yearly Totals

Equity, Bond & Money Market Fund Flows - Yearly Totals & 2010 YTD

Weekly 11/03/2010 
  • Equity Fund Inflows $1 Bil
  • Taxable Bond Fund Inflows $2.1 Bil 
  • xETFs - Equity Fund Inflows $1.2 Bil
  • Taxable Bond Fund Inflows $1.9 Bil
Fund Flow Totals for 2010 through 11/03/10
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 1.8 141.4 (411.3)
  • NC = Data Not Compiled
  •  += Some data points for Money Market Fund flows between March 2010 and July 14, 2010 are missing but the overall trend is clear. 
  • Raw data from AMG Weekly Fund Flows Data:
" ExETFs—For the week ended 11/3//2010 all Equity funds report net inflows totaling $1.231 billion as Domestic Equity funds report net inflows of $0.102 billion and Non-Domestic Equity funds report net inflows of $1.130 billion... ExETFs—Emerging Markets Equity funds report net inflows of $0.457 billion, the group’s twenty-third consecutive week of positive flows...  Net inflows are reported for All Taxable Bond funds (+$2.137 billion), bringing the rate of inflows of the $2.712-trillion sector to $3.469 billion/week...  International & Global Debt funds (+$1.104 billion) continued to draw assets as they reported inflows for the twenty-third consecutive week... Net outflows of $0.258 billion were reported for Corp-Investment Grade funds, the group’s first weekly outflow in the last eighteen... Flexible funds reported net inflows of $0.833 billion…  Money Market funds report net outflows of $4.563 billion...  ExETFs—Municipal Bond funds report net inflows of $0.001 billion...   "


US Treasury Rates for Nov 6, 2010


COUPON MATURITY % YIELD
3-Month 0.000 02/03/2011 0.11
6-Month 0.000 05/05/2011 0.15
12-Month 0.000 10/20/2011 0.20
2-Year 0.375 10/31/2012 0.37
3-Year 0.500 10/15/2013 0.51
5-Year 1.250 10/31/2015 1.09
7-Year 1.875 10/31/2017 1.76
10-Year 2.625 08/15/2020 2.53
30-Year 3.875 08/15/2040 4.12

More Info:
Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 190% (a double plus another 90%!!) vs. the S&P500 UP only 21% vs. NASDAQ  UP a only 18%   (All through 11/7/10) 


In 2009, "Kirk's Newsletter Explore Portfolio" gained 33.5% vs. the DJIA up 18.8%
2010 YTD the "Explore Portfolio" is up 11.8% YTD
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