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August 15, 2014

Investors Return to Core Bond Mutual Funds in 2014

by Lipper Alpha Insight.

Mutual funds in Lipper’s Core Bond Funds classification have had positive net flows of almost $24 billion so far for 2014. This is a significant contrast to the group’s performance for all of 2013, when Core Bond Funds saw $53.6 billion leave its coffers.

As seen in the chart below, the Core Bond Funds group has accounted for a sizeable chunk of all the positive net flows into taxable bond mutual funds in the recent past, with 2013 being the exception. The net inflows to Core Bond Funds peaked in 2009 at over $110 billion during the post-financial-crash flight to safety. This year’s net inflows to Core Bond Funds represent 29.7% of the flows into taxable bond funds. This allocation aligns with the group’s past performance; Core Bond Funds on average (excluding 2013) accounted for 31.8% of all net inflows into taxable bond funds since 2007.

 

Chart of the week_Aug 15_v3

 

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