2011 Investment Company Fact Book, A Review of Trends and by Joseph Feller

By Joseph Feller

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Despite the relative weakness in bond flows in the fourth quarter of 2010, inflows to bond funds since 2004 have been stronger than what would have been expected based on the historical relationship between bond returns and demand for bond funds. S. population, the reduced appetite for investment risk by investors of all ages, and the increasing use of target date and other asset allocation funds, many of which are offered in a funds of funds structure. 5), it is natural for them to allocate their investments increasingly toward fixed-income securities.

Exclude mutual funds available as investment choices in variable annuities. Sources: Investment Company Institute, Center for Research in Security Prices (CRSP), and Strategic Insight Simfund 1 2 Data 28 2011 INVESTMENT COMPANY FACT BOOK Bond and Hybrid Mutual Funds Secular and demographic factors that appear to have tempered inflows into equity funds likely have served to boost flows into bond funds. In 2010, investors added $241 billion to their bond fund holdings—a strong rate, albeit down from the record $376 billion pace of net investment in the previous year.

About 40 percent of the new money that flowed to index funds was invested in funds indexed to bond indexes, while one-third was directed toward funds indexed to global and international stock indexes and one-quarter went to funds indexed to domestic stock indexes. Demand for global and international equity index funds picked up in 2010, with these funds experiencing an aggregate inflow of $19 billion. 9 Net Flows to Index Funds Billions of dollars, 1996–2010 Bond and hybrid Global/International equity Domestic equity 62 5 46 5 25 22 35 4 2 1 1 61 56 2 2 35 54 58 17 26 39 2 2 27 25 8 7 30 21 18 1 2 40 2 2 7 6 35 33 28 8 31 17 28 8 11 17 4 28 24 10 8 11 27 31 14 19 25 14 -6 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Note: Components may not add to the total because of rounding.

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