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TRENDS:
Fools rush in?
All due respect to the King, are investors getting ahead of themselves? Or are they properly aligned to take advantage of a sustained rebound? Here are the facts. We’ll leave it to you to decide.
The combined assets of the nation’s mutual funds increased by $185.2 billion, or 1.8 percent, to $10.613 trillion in the latest Investment Company Institute compilation. In the survey, mutual fund companies report actual assets, sales, and redemptions to ICI.
Long-term funds — stock, bond, and hybrid funds — had a net inflow of $49.98 billion vs. an inflow of $45.71 billion in the previously reported period.
Stock funds posted an inflow of $3.86 billion, compared with an inflow of $9.22 billion in the previously reported period. Among stock funds, world equity funds (US funds that invest primarily overseas) posted an inflow of $5.88 billion in August vs. an inflow of $6.94 billion. Funds that invest primarily in the US had an outflow of $2.02 billion vs. an inflow of $2.27 billion in the previously reported period.
Hybrid funds posted an inflow of $3.21 billion, compared with an inflow of $1.79 billion. Bond funds had an inflow of $42.91 billion, compared with an inflow of $34.70 billion in the previously reported period. Taxable bond funds had an inflow of $33.84 billion in August vs. an inflow of $27.91 billion. Municipal bond funds had an inflow of $9.07 billion, compared with an inflow of $6.80 billion in the previously reported period.
Retirement saving – primary mutual fund investor goal
Mutual fund–owning households have a variety of financial goals for their mutual fund investments.
- The vast majority, 95 percent, indicated they were using mutual funds to save for retirement;
- 76 percent indicated that saving for retirement was their household’s primary financial goal;
- Many mutual fund–owning households (47.5 million) held funds in tax-deferred savings accounts;
- Nevertheless, 16.7 million U.S. households held long-term mutual funds (stock, bond, and balanced/hybrid funds) in taxable accounts in ‘08.
Retirement is not the only financial goal for households’ mutual fund investments.
- Fifty-two percent of mutual fund–owning households reported that reducing their taxable income was one of their goals;
- 45 percent listed saving for an emergency as a goal; and
- 25 percent reported saving for education among their goals.