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| Metrics 2.0» Financial Markets» Mutual Funds/ETFs: |
The net amount of money invested in exchange traded funds climbed 1.1%
or $4.5 billion in January to $422 billion, according to State Street Global Advisors,
reports IBD.
Continue reading... "ETF Assets Jump 1.1% to $422 billion in January; Set to Climb 40% in 2007 " »
U.S.
institutional investors (pension funds, investment companies, insurance
companies, banks and foundations) control $24.1 trillion in assets in
2005, up from $17.3 trillion in 2002, and held a record 61.2% of total
U.S. equities at the end of 2005, according to The Conference Board
.
Of
the estimated $180 billion that flowed into stock funds of all types in
2006, .U.S. investors flooded international stock funds with an
estimated $150 billion, and only $30 billion went to
U.S. stock funds, the smallest since 2002, according to TrimTabs.com, (reports
USA Today).
Continue reading... "U.S. Investors Flood International Stock Funds with $150 billion in 2006" »
The value of
global professionally managed assets — those for which a management fee is paid
— grew by around 15% to $49.1 trillion in 2005, with
capital inflows driven largely by growth in Europe and Continue reading... "Playing the Long Game in $49 trillion Global Asset Management - BCG Report" »
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Total Net Assets of U.S. Mutual Funds (billions of dollars) |
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| Mutual Funds |
Sept 06 |
Aug 06 |
% chg |
Dec 05 |
|
Stock Funds |
5,455.5 |
5,361.5 |
1.8 |
4,939.8 |
|
Hybrid Funds |
613.0 |
602.8 |
1.7 |
567.3 |
|
Bond Funds |
1,443.4 |
1,430.9 |
0.9 |
1,357.3 |
|
Money Market Funds |
2,210.3 |
2,189.5 |
0.9 |
2.040.5 |
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Total |
9,722.2 |
9,584.7 |
1.4 |
8,904.8 |
| Source: Investment Company Institute, October 2006 | ||||
Continue reading... "US Mutual Funds Assets Increased 1.4% to $9.7 trillion in Sept." »
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Mutual fund assets worldwide increased
7.5% to $19.11 trillion at the end of the first quarter of 2006.
Net cash flow to all funds worldwide reached $437
billion in the first quarter of 2006. Inflows to long-term funds
more than doubled in the first quarter, hitting $409 billion.
In contrast, first-quarter money market fund inflows dropped by two-thirds to $28 billion because of the drop in U.S. money market fund inflows from their rapid fourth quarter pace. |
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The largest increase occurred in worldwide assets of equity funds, which reached $9.2 trillion at the end of the first quarter of 2006, growing 10.7% over the quarter. Assets of balanced/mixed funds grew 9.6%, holding $1.7 trillion at the end of the first quarter. Bond and money market fund assets grew more slowly, with bond fund assets up 4.1% and money market fund assets up 1.4%. |
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Continue reading... "Net cash flow to all mutual funds worldwide reached $437 billion in 1Q 2006" »
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The combined assets of the nation's exchange-traded funds (ETFs) were $334.87 billion in April, according to ICI. The Institute's monthly statistical collection also includes the value of shares issued and redeemed by exchange-traded funds.
Assets of all exchange-traded funds rose in April by $13.58 billion, or 4.2 percent, to $334.87 billion. Over the past 12 months, ETF assets increased $113.89 billion, or 51.5 percent. Assets in domestic equity ETFs increased $58.49 billion since April 2005, and global equity ETFs assets rose $51.09 billion during this period.
During April, the value of all ETF shares issued exceeded that of shares redeemed by $7.32 billion. In 2006, ETFs have experienced a net issuance of $14.94 billion.
Total money market mutual fund assets increased by $17.04 billion to $2.075 trillion for the week ended Wednesday, May 24, the Investment Company Institute reported today.
Retail: Assets of retail money market funds increased by $6.99 billion to $859.56 billion. Taxable money market fund assets in the retail category increased by $6.16 billion to $653.38 billion, and tax-exempt fund assets increased by $828.2 million to $206.18 billion.
Institutional: Assets of institutional money market funds increased by $10.05 billion to $1.215 trillion. Among institutional funds, taxable money market fund assets increased by $13.50 billion to $1.079 trillion, and tax-exempt fund assets decreased by $3.45 billion to $135.82 billion.
