Skip to main content

Stock and Bond Mutual Fund and ETF Flows YTD

By October 30, 2013No Comments

Investors’ embrace of risk is approaching levels not seen since the height of the dot-com bubble.

This year through Oct. 25, some $277 billion has flowed into stock mutual funds and exchange-traded funds – the most since the technology stock bubble 13 years ago, according to TrimTabs.

U.S. stock mutual funds and ETFs have taken in $123 billion of investor money, the first net inflow since before the 2008 financial crisis. Global stock mutual funds and ETFs have taken in $154 billion, the fifth year in a row of net inflow.

Equities have gained popularity again as the threat of rising interest rates chases investors away from the bond market, and as some Internet companies make headline-grabbing initial public offerings, including Facebook last year and the pending debut of Twitter.

Investors have pulled $31 billion out of bond mutual funds and ETFs this year, the first annual outflow since $7 billion in 2004 and the biggest outflow since 2000, according to TrimTabs.

Leave a Reply