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Fund Allocations (Cumulative), 6/30/25

yogibearbullyogibearbull
in Fund Discussions
Fund Allocations (Cumulative), 6/30/25
Noticeable shifts into stock funds. The changes for OEFs + ETFs were based on a total AUM of about $39.89 trillion in the previous month, so +/- 1% change was about +/- $398.9 billion. Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.34%, Hybrids 4.14%, Bonds 17.47%, M-Mkt 17.05%
(Stock % approaching those in 10/2024 & 11/2024)
https://ybbpersonalfinance.proboards.com/post/2119/thread
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