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Fund Allocations (Cumulative), 03/31/23

yogibearbullyogibearbull
in Fund Discussions
Fund Allocations (Cumulative), 03/31/23

There were minor decreases in stock & bond allocations, but notable increase in m-mkt allocation. The changes for OEFs + ETFs were based on a total AUM of about $29.47 trillion in the previous month, so +/- 1% change was about +/- $294.7 billion. Also note that these changes were from both fund inflows/outflows & price changes.

OEFs & ETFs: Stocks 57.88%, Hybrids 5.10%, Bonds 19.73%, M-Mkt 17.30%

https://ybbpersonalfinance.proboards.com/post/1022/thread
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