2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs

OEFs & ETFs: Stocks 61.70%, Hybrids 4.02%, Bonds 17.45%, M-Mkt 16.43%
ybbpersonalfinance.proboards.com/post/2506/th...

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.83%, Hybrids 4.01%, Bonds 17.25%, M-Mkt 16.92%
(New high for stock %)
ybbpersonalfinance.proboards.com/post/2453/th...

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.36%, Hybrids 4.01%, Bonds 17.32%, M-Mkt 17.31%
(Stock % peaked in 10/2025)
ybbpersonalfinance.proboards.com/post/2406/th...

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.55%, Hybrids 4.05%, Bonds 17.36%, M-Mkt 17.04%
(Stock % may have peaked in 10/2025)
ybbpersonalfinance.proboards.com/post/2367

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.75%, Hybrids 4.05%, Bonds 17.29%, M-Mkt 16.90%
(New high for stock % since 10/2024)
ybbpersonalfinance.proboards.com/post/2319

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.72%, Hybrids 4.09%, Bonds 17.33%, M-Mkt 16.86%
(New high for stock % since 10/2024)
ybbpersonalfinance.proboards.com/post/2279

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.38%, Hybrids 4.13%, Bonds 17.45%, M-Mkt 17.05%
ybbpersonalfinance.proboards.com/post/2231

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.23%, Hybrids 4.14%, Bonds 17.51%, M-Mkt 17.12%
ybbpersonalfinance.proboards.com/post/2183

2/2 ...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)
ybbpersonalfinance.proboards.com/post/2119

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 60.61%, Hybrids 4.16%, Bonds 17.70%, M-Mkt 17.54%
ybbpersonalfinance.proboards.com/post/2061

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 59.51%, Hybrids 4.20%, Bonds 18.28%, M-Mkt 18.00%
ybbpersonalfinance.proboards.com/post/2011

2025 Investment Company Fact Book

ICI Fact Book, 2025
New 2025 ICI Factbook is available. Both full PDF (long) & separate chapter PDFs are available; downloadable Excel files for each chapter are also available.
#ICI #MutualFunds #OEFs #ETFs #CEFs #TDFs #529s #401k #403b #IRAs
Fact Book Website www.icifactbook.org/

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 59.32%, Hybrids 4.24%, Bonds 18.32%, M-Mkt 18.11%
ybbpersonalfinance.proboards.com/post/1965

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 60.36%, Hybrids 4.24%, Bonds 17.81%, M-Mkt 17.59%
ybbpersonalfinance.proboards.com/post/1924

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs

OEFs & ETFs: Stocks 61.10%, Hybrids 4.23%, Bonds 17.38%, M-Mkt 17.30%
ybbpersonalfinance.proboards.com/post/1891

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 60.54%, Hybrids 4.24%, Bonds 17.58%, M-Mkt 17.64%
ybbpersonalfinance.proboards.com/post/1864

2/2 Also note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs

OEFs & ETFs: Stocks 61.41%, Hybrids 4.27%, Bonds 17.40%, M-Mkt 16.92%
ybbpersonalfinance.proboards.com/post/1801

Fund Allocations (Cumulative) - Monthly | YBB Personal Finance Blog Fund Allocations (Cumulative), 10/31/24 Small reductions in stocks. The changes for OEFs + ETFs were based on a total AUM of about $38.42 trillion in the previous month, so +/- 1% change

Fund Allocations (Cumulative), 10/31/24
Small reductions in stocks. Note that these changes were from both fund inflows/outflows & price changes. #ICI #Funds #OEFs #ETFs
OEFs & ETFs: Stocks 61.62%, Hybrids 4.36%, Bonds 17.84%, M-Mkt 17.17%
ybbpersonalfinance.proboards.com/post/1749