The Riskalyze Report: Advisors Dump Broad Indexes, Add Munis

At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $44 billion and counting that advisors manage on the Riskalyze platform*. I hope we can uncover interesting trends for you each week…


March 7th – 14th 2015

Winners (advisor flows TO these investments increased substantially):  
  3. Nothing significant

Losers (advisor flows FROM these investments increased substantially):

  1. US Total Stock Market (VTI, RSP)
  2. Doubleline Total Return (DBLTX)
  3. Franklin Income Fund (FKINX)

Josh here – last week was a first for us seeing both broad US stock market index ETFs as well as DoubleLine coming out of advisor portfolios. In the case of DoubleLine, I doubt the selling is performance driven. Jeff Gundlach’s flagship institutional share class fund has bested the category through each of the last few years since inception and is even with it so far this year.

In the winner’s column, we see all manner of muni bond funds catching bids. According to the Wall Street Journal, “insured muni debt” mutual funds were in the top five performing sub-categories during the week ended March 13th.

A word about Riskalyze:

In my practice, we use Riskalyze software tools to help assess clients’ true risk tolerance and to test portfolio configurations that match up accordingly. It’s changed our practice for the better, as I explain here.

Check it out today!

*(to state the obvious, Riskalyze does not share client sensitive data with me or use animals in testing).

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