1 Year Fund Level Flows Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical 1 Year Fund Level Flows Data

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Date Value
August 31, 2026 -864360.0
July 31, 2026 172459.0
June 30, 2026 1.023M
May 29, 2026 1.211M
April 30, 2026 1.747M
March 31, 2026 202008.0
February 27, 2026 -916249.0
January 30, 2026 -2.055M
December 31, 2025 -2.163M
November 28, 2025 -2.968M
October 31, 2025 -2.140M
September 30, 2025 -2.641M
August 29, 2025 -779753.0
July 31, 2025 -2.079M
June 30, 2025 -2.666M
May 30, 2025 -1.900M
April 30, 2025 -2.528M
March 31, 2025 -1.056M
February 28, 2025 619057.0
January 31, 2025 1.744M
December 31, 2024 2.635M
November 29, 2024 4.471M
October 31, 2024 3.711M
September 30, 2024 3.767M
August 30, 2024 2.841M
Date Value
July 31, 2024 3.825M
June 28, 2024 4.101M
May 31, 2024 3.677M
April 30, 2024 4.079M
March 29, 2024 4.970M
February 29, 2024 4.826M
January 31, 2024 3.373M
December 29, 2023 2.029M
November 30, 2023 -903220.0
October 31, 2023 -951304.0
September 29, 2023 -1.811M
August 31, 2023 -4.352M
July 31, 2023 -3.960M
June 30, 2023 -4.092M
May 31, 2023 -4.855M
April 28, 2023 -9.360M
March 31, 2023 -12.82M
February 28, 2023 -14.94M
January 31, 2023 -15.89M
December 30, 2022 -18.20M
November 30, 2022 -17.37M
October 31, 2022 -13.71M
September 30, 2022 -12.15M
August 31, 2022 -9.784M
July 29, 2022 -9.249M

Fund Flows Definition

Our data provider defines net flow at the fund level as the change in assets between two periods not explained by the return of the fund.

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1 Year Fund Level Flows Range, Past 5 Years

View 1 Year Fund Level Flows Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median

1 Year Fund Level Flows Benchmarks

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Fidelity Balanced Fund -2.768B
Touchstone Balanced Fund Y -83.11M
Fidelity Puritan Fund -3.072B
Columbia Balanced Fund S -840.30M
State Farm Balanced Fund -199.44M

1 Year Fund Level Flows Excel Add-In Codes

View 1 Year Fund Level Flows Excel Add-In Codes
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Metric Code: 1_year_fund_level_flows
Latest Data Point: =YCP("M:SIBAX", "1_year_fund_level_flows")
Last 5 Data Points: =YCS("M:SIBAX", "1_year_fund_level_flows", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.