Domestic Global Funds Money Flows
Source: http://feeds.feedburner.com/~r/qvmgroup/yrMF/~3/471808596/1059Posted on Monday, December 1st, 2008 | In Market Commentary
Mutual fund money flows, which are a good indicator of overall retail investor market views, have been strongly negative in recent months. Global and international equity funds have experienced greater negative money flows than domestic US mutual funds this year. Until the 2008 market drops, US equity funds received lower money inflows than global and international funds.
Representative US equity funds include:
SPY, IVV, IWB, IWV, TMW, IYY, and VTI
Representative international and global equity funds include:
EFA, VEA, EEM, VWO, VEU and VT.
The data for the following charts is taken from Investment Company Institute publications.
click images to enlarge
Average Monthly Flows
3-Month Moving Average Flows
Aggregate Annual Flows
Richard Shaw
QVM Group LLC
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Investment Company Institute, Market Commentary, overall retail investor market views;, QVM Group LLC, Richard Shaw, United States, Vermont
 About Richard Shaw (http://www.QVMgroup.com)
Richard is a principal of QVM Group LLC, a fee-based investment advisor based in Connecticut with clients across the country. He provides investment coaching to "do-it-yourself" investors, and manages portfolios for those who prefer not to make their own decisions. His investment approach is based on value, asset allocation, benchmarking, expense control, risk management, customizing portfolios to each client's specific circumstances, and regular communication about strategy and performance. The QVM Group team also provides municipal refinance services, strategic business planning and financial analysis service for new ventures, private acquisition analysis, and custom investment research. Richard's extensive experience, includes serving on the Board of Directors of Aberdeen Asset Management PLC (London Stock Exchange: ADN), membership on the Board of Directors of Phoenix Investment Counsel (renamed Virtus Investment Advisors), a U.S. pension manager and investment advisor to the Phoenix Funds (renamed Virtus Funds), as well as serving as Managing Director of a series of offshore investment funds based in Luxembourg. He has led institutional asset management sales and had overall responsibility for management of a U.S. mutual funds broker-dealer. He was a charter investor and member of the Board of Directors of several internet companies, including Lending Tree prior to its IPO. He is a graduate of Dartmouth College. QVM Group LLC is a Registered Investment Advisor. Visit the QVM Group website http://www.qvmgroup.com/QVMinvest/ |
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