US Investor Flow of Funds into Investment Classes (Bonds, Equities etc)
Monthly net new cash flow by US investors into various mutual fund investment classes (equities, bonds etc). Statistics come from the Investment Company Institute (ICI). The earliest data comes fro...
| Files | Size | Format | Created | Updated | License | Source |
|---|---|---|---|---|---|---|
| 2 | 20.1 kB | csv | 5 days ago | Open Data Commons Public Domain Dedication and License v1.0 | Investment Company Institute (ICI) |
Data Views
Data Files
| File | Description | Size | Last modified | Download |
|---|---|---|---|---|
monthly | All figures are in millions of USD | 12.9 kB | 5 days ago | monthly |
weekly | All figures are in millions of USD | 7.21 kB | 5 days ago | weekly |
Data Previews
monthly
Schema
| name | type | format | description |
|---|---|---|---|
| Date | date | any | |
| Total Equity | number | ||
| Domestic Equity | number | ||
| World Equity | number | ||
| Hybrid | number | ||
| Total Bond | number | ||
| Taxable Bond | number | ||
| Municipal Bond | number | ||
| Total | number |
weekly
Schema
| name | type | format | description |
|---|---|---|---|
| Date | date | any | |
| Total Equity | number | ||
| Domestic Equity | number | ||
| World Equity | number | ||
| Hybrid | number | ||
| Total Bond | number | ||
| Taxable Bond | number | ||
| Municipal Bond | number | ||
| Total | number |
Monthly net new cash flow by US investors into various mutual fund investment classes (equities, bonds etc). Statistics come from the Investment Company Institute (ICI).
Data
The earliest data comes from 2007 up until today. Data comes from the data provided on the ICI Statistics pages, in particular:
- Summary: Estimated Long-Term Mutual Fund Flows Data (xls)
Notes for Long-Term Mutual Fund Flows Data:
- All figures are (nominal) millions of US dollars (USD)
- Weekly cash flows are estimates based on reporting covering 98 percent of industry assets, while monthly flows are actual numbers as reported in ICI's "Trends in Mutual Fund Investing."
Preparation
Run the python script:
Install the requirements
pip install -r scripts/requirements.txt
Now run the script
python scripts/process.py
Automation
Up-to-date (auto-updates every month) investor-flow-of-funds dataset could be found on the datahub.io: https://datahub.io/core/investor-flow-of-funds-us
License
This Data Package is licensed by its maintainers under the Public Domain Dedication and License (PDDL).