Rebalancing the Portfolio Pie

February 1999
Journal of Financial Planning;Feb1999, Vol. 12 Issue 2, p18
Academic Journal
This article reports on the positive cash flow posted by mutual funds in the first nine months of 1998 in spite of a rocky third quarter, according to the Investment Company Institute. However, investors' money is far more evenly distributed among stock funds, bond and hybrid stock-bond funds, and money-market funds than it has been recent years. Most of the new money in the third quarter went to bonds and money markets, reversing a long-term trend of stock fund buys. From the mid-1980s to the end of 1993, bond funds actually held more money than stock funds. Stock funds took off in 1994, garnering as much as two-thirds of all new money in 1996. By the end of 1997, stock funds held over half the money in the fund industry, with bond funds and money-market funds evenly divvying up the remainder.


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