Level Chart

Level Chart

Basic Info

AAII Stock Fund Allocation is at 39.78%, compared to 40.15% last month and 37.10% last year. This is higher than the long term average of 31.53%.

Stats

Last Value 39.78%
Latest Period Jul 2026
Last Updated Aug 4 2026, 08:25 EDT
Next Release Sep 1 2026, 12:00 EDT (E)
Long Term Average 31.53%
Average Growth Rate 7.52%
Value from Last Month 40.15%
Change from Last Month -0.92%
Value from 1 Year Ago 37.10%
Change from 1 Year Ago 7.23%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
July 31, 2026 39.78%
June 30, 2026 40.15%
May 31, 2026 37.79%
April 30, 2026 38.96%
March 31, 2026 39.70%
February 28, 2026 38.71%
January 31, 2026 41.11%
December 31, 2025 40.97%
November 30, 2025 39.07%
October 31, 2025 40.11%
September 30, 2025 39.90%
August 31, 2025 38.30%
July 31, 2025 37.10%
June 30, 2025 35.30%
May 31, 2025 34.70%
April 30, 2025 35.50%
March 31, 2025 36.40%
February 28, 2025 38.00%
January 31, 2025 38.80%
December 31, 2024 38.60%
November 30, 2024 37.20%
October 31, 2024 38.00%
September 30, 2024 39.40%
August 31, 2024 38.10%
July 31, 2024 36.40%
Date Value
June 30, 2024 35.90%
May 31, 2024 36.80%
April 30, 2024 38.50%
March 31, 2024 38.90%
February 29, 2024 37.30%
January 31, 2024 36.40%
December 31, 2023 35.70%
November 30, 2023 34.90%
October 31, 2023 34.80%
September 30, 2023 35.30%
August 31, 2023 35.60%
July 31, 2023 34.80%
June 30, 2023 31.70%
May 31, 2023 31.60%
April 30, 2023 33.90%
March 31, 2023 33.90%
February 28, 2023 34.30%
January 31, 2023 33.40%
December 31, 2022 32.20%
November 30, 2022 32.00%
October 31, 2022 31.60%
September 30, 2022 33.50%
August 31, 2022 34.10%
July 31, 2022 32.90%
June 30, 2022 34.00%

Basic Info

AAII Stock Fund Allocation is at 39.78%, compared to 40.15% last month and 37.10% last year. This is higher than the long term average of 31.53%.

Stats

Last Value 39.78%
Latest Period Jul 2026
Last Updated Aug 4 2026, 08:25 EDT
Next Release Sep 1 2026, 12:00 EDT (E)
Long Term Average 31.53%
Average Growth Rate 7.52%
Value from Last Month 40.15%
Change from Last Month -0.92%
Value from 1 Year Ago 37.10%
Change from 1 Year Ago 7.23%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File