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Estimated Long-Term Mutual Fund Flows
April 2, 2014
Washington, DC, April 2, 2014 - Total estimated inflows to long-term mutual funds1 were $3.48 billion for the week ended Wednesday, March 26, 2014, the Investment Company Institute reported today.
Estimated Flows* to Long-Term Mutual Funds
Millions of dollars
* Flow estimates are derived from data collected covering 98 percent of industry assets.
Equity funds2 had estimated inflows of $1.23 billion for the week, compared to estimated outflows of $962 million in the previous week. Domestic equity funds had estimated outflows of $267 million, while estimated inflows to world equity funds were $1.50 billion.
Hybrid funds2, which can invest in stocks and fixed income securities, had estimated inflows of $966 million for the week, compared to estimated inflows of $1.82 billion in the previous week.
Bond funds2 had estimated inflows of $1.28 billion, compared to estimated inflows of $2.48 billion during the previous week. Taxable bond funds saw estimated inflows of $1.23 billion, while municipal bond funds had estimated inflows of $49 million.
Notes: Weekly cash flows are estimates that represent industry totals, based on reporting covering 98 percent of industry assets. Actual net new cash flows are collected on a monthly basis and reported in ICI’s “Trends in Mutual Fund Investing”; therefore, there are differences between these weekly estimates and the monthly flows. Data for previous weeks reflect revisions due to data adjustments, reclassifications, and changes in the number of funds reporting. Historical flow data is available on the ICI website.
1 Data for exchange-traded funds (ETFs) and funds that invest primarily in other mutual funds were excluded from the series.
2 ICI classifies funds and share classes based on language in the fund prospectus. For a detailed description of ICI classifications please see ICI New Open-End Investment Objective Definitions.