How does ICI obtain information on mutual fund flows?
Each month, ICI conducts a unique, comprehensive survey of the U.S. mutual fund industry—currently consisting of more than 8,200 mutual funds—to collect and compile the dollar value of investors’ purchases, redemptions, and exchanges of fund shares. Also gathered in the survey are fund assets and certain portfolio investment activities. The report shows cash flows by major fund category—equity, hybrid, bond, and money market—as well as specific investment objectives, such as growth and international.
