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).