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Chief Market Strategist
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  A 10-Year Snapshot Of Sector Mutual Fund Flows From Retail Investors
Posted Under: Sectors
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View from the Observation Deck  
  1. As indicated in the chart, the ICI tracks capital flows to eight sectors. It also provides an "Other Sectors" category that we omitted for this post. 
  2. Keep in mind, from 2009-2018, the only down year for the S&P 500 Index on a total return basis was 2018. The index declined by 4.38%, according to Bloomberg. 
  3. The average annual total return for the S&P 500 Index over that 10-year period was 13.11%. That is considerably better than the 9.99% average annual total return for the index from 1926 through 2018, according to Ibbotson Associates/Morningstar. 
  4. Despite the strong showing by the S&P 500 Index, only 41 of the 80 fund flow figures in the table, or 51%, reflected net inflows to a sector category. 
  5. The categories that experienced the highest number of calendar-year net inflows were Consumer and Natural Resources, both with seven. Utilities had the least with three.  
This chart is for illustrative purposes only and not indicative of any actual investment. The S&P 500 Index is a capitalization-weighted index comprised of 500 stocks (currently 505) used to measure large-cap U.S. stock market performance. Investors cannot invest directly in an index.   

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Posted on Thursday, May 2, 2019 @ 2:17 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
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