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Fund Allocations (Cumulative), 8/31/24

yogibearbullyogibearbull
in Fund Discussions
Fund Allocations (Cumulative), 8/31/24

Tiny shifts. The changes for OEFs + ETFs were based on a total AUM of about $36.96 trillion in the previous month, so +/- 1% change was about +/- $369.6 billion. Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs

OEFs: Stocks 53.73%, Hybrids 5.85%, Bonds 18.01%, M-Mkt 22.40%

ETFs: Stocks 82.06%, Hybrids 0.39%, Bonds 17.54%, M-Mkt N/A

OEFs & ETFs: Stocks 61.04%, Hybrids 4.45%, Bonds 17.89%, M-Mkt 16.63%
https://ybbpersonalfinance.proboards.com/post/1672/thread
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