Samples


We offer the following samples of our work. You can click on the links at right to view samples from a particular category.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through February 28, 2011 with data released March 30, 2011. Comments on Stock Funds, Bond Funds and Hybrid Funds.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through October 31, 2010 with data released November 29, 2010. Comments on Stock Funds, Bond Funds and Hybrid Funds.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through August 31, 2010 with data released September 29, 2010. Comments on Stock Funds, Bond Funds and Hybrid Funds.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through January 31, 2008 with data released February 28, 2008. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level. While domestic stock mutual funds had their largest net new monthly outflow ever, domestic bond mutual funds had their second largest net new monthly inflow, trailing only July 2002.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through June 30, 2007 with data released July 30, 2007. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through December 31, 2006 with data released January 30, 2007. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through August 31, 2006 with data released September 28, 2006. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through November 30, 2005 with data released December 29, 2005. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Total flows into foreign oriented mutual funds are poised to overtake total flows into domestic oriented mutual funds. Given mutual fund investors’ well known history for investing in a sector at exactly the wrong time, is this contrarian indicator suggesting a dollar rally? Also, we update and revise our mutual fund average purchase price statistics to reflect the bull market that began with the successful retest in May 2003.

For a refresher on how this report calculates the public’s breakeven point, see our October 7, 2002 – Mutual Fund Flows Update: Are Equity Levels Below The Public’s Breakeven Point? Decision Time For Stock Fund Investors

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through November 30, 2004 with data released December 30, 2004. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level. Currently, we estimate the public’s unrealized profits in domestic equity mutual funds are at $776.44 billion. So, according to this measure – a new record – the public has never made more in mutual funds.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Currently, we estimate the public’s unrealized profits in equity mutual funds at $690 billion. In February 2003, investors had unrealized profits of only $12 billion . So how did they manage to make another $678 billion in just 11 months?

Tables updated through January 31, 2004 with data released February 27, 2004. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Equity Levels Were At The Public’s Breakeven Level Heading Into March: Decision Time For Stock Fund Investors
Tables updated through February 28, 2003 with data released March 27, 2003. Comments on Stock Funds, Bond Funds and Hybrid Funds, and the public’s break-even level.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Tables updated through October 31, 2002 with data released November 26, 2002. Comments on Stock Funds, Bond Funds and Hybrid Funds.

Posted in Mutual Fund Update, Samples

Open Mutual Fund Flows Update
Are Equity Levels Below The Public’s Breakeven Point? Decision Time For Stock Fund Investors
The public’s unrealized profits have remained above their average cost level since October 1990. Now these profits may be gone for the first time in 12 years. If so, this means the “average” stock investor is now holding only his original investment and is facing his/her most important decision since the bear market began in the spring of 2000. Do they sell and “cut their losses” or continue to hold and “believe” in the stock market?

Tables updated through August 31, 2002 with data released September 28, 2002. Comments on Stock Funds, Bond Funds and Hybrid Funds.