Investors were net purchasers of mutual fund assets for the second month in three, injecting $24.4 billion into the conventional fund business (excluding ETFs, which are reviewed in the section below). However, the headline numbers are a bit misleading. Stock & mixed-assets funds experienced net outflows (-$56.8 billion) for the thirty-fourth consecutive month. However, the fixed income funds macro-group—for the first month in six—witnessed net inflows, taking in $26.7 billion. And, in a continued flight to safety, investors padded the coffers of money market funds, injecting $54.5 billion for January. For the twenty-first consecutive month, ETFs attracted net new money,

Investors were net sellers of mutual fund assets for the third month in four, withdrawing $86.0 billion from the conventional fund business (excluding ETFs, which are reviewed in the section below). Stock & mixed-assets funds experienced net outflows for the thirty-third consecutive month (-$92.6 billion, their largest since December 2022). The fixed income funds macro-group—for the fifth month in a row—suffered net redemptions, handing back $12.1 billion. And, in a flight to safety, investors padded the coffers of money market funds, injecting $18.8 billion for December. For the twentieth consecutive month, ETFs attracted net new money, taking in a record

Investors were net purchasers of mutual fund assets for the first month in three, injecting $102.2 billion into the conventional fund business (excluding ETFs, which are reviewed in the section below). However, the headline number is misleading. Stock & mixed-assets funds experienced net outflows for the thirty-second consecutive month (-$68.9 billion, its largest since December 2022). The fixed income funds macro-group—for the fourth month in a row—suffered net redemptions, handing back $17.0 billion. And, in a flight to safety, investors padded the coffers of money market funds, injecting $188.1 billion for November. For the nineteenth consecutive month, ETFs attracted net

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the seventh week in a row, injecting a net $52.8 billion for the LSEG Lipper fund-flows week ended Wednesday, December 6, but the headline figure is a bit misleading. Fund investors were net purchasers of money market funds (+$54.7 billion) and equity funds (+$663 million) while being net redeemers of mixed-assets funds (-$1.0 billion), fixed income funds (-$837 million), alternatives funds (-$370 million), and commodity funds (-$275 million) for the week. Market Wrap-Up After a strong runup in both equity and fixed income securities in

Investors were net redeemers of mutual fund assets for the second month in a row, withdrawing $134.2 billion from the conventional funds business (excluding ETFs, which are reviewed in the section below). Stock & mixed-assets funds experienced net outflows (-$61.7 billion) for the thirty-first consecutive month. The fixed income funds macro-group—for the third month in a row—witnessed net outflows, handing back $36.0 billion (its largest since last December 2022). Investors gave the cold shoulder to the money market funds macro-group, redeeming $36.5 billion for October—its first monthly net redemption in six. For the eighteenth consecutive month, ETFs attracted net new

Investors were net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in three, injecting a net $17.5 billion for the LSEG Lipper fund-flows week ended Wednesday, October 25. However, the headline number is a bit misleading. Fund investors were net purchasers of money market funds (+$22.2 billion) and commodity funds (+$1.0 billion) while being net redeemers of fixed income funds (-$2.0 billion), alternatives funds (-$1.6 million), equity funds (-$1.2 billion), and mixed-assets funds (-$895 million) for the week. The data sourced in this article were derived from the LSEG Lipper Global Fund Flows

Investors were net redeemers of mutual fund assets for the third month in four, withdrawing $13.2 billion from the conventional funds business (excluding ETFs, which are reviewed in the section below). For the thirtieth consecutive month, stock & mixed-assets funds experienced net outflows (-$47.6 billion). The fixed income funds macro-group—for the second month in a row—witnessed net outflows, handing back $20.6 billion (its largest since last March). Attractive short-term yields and continued uncertainty helped the money market funds macro-group (+$54.9 billion) attract net new money for the fifth straight month. For the seventeenth consecutive month, ETFs attracted net new money,

Investors were net purchasers of mutual fund assets for the first month in three, injecting $50.0 billion into the conventional funds business (excluding ETFs, which are reviewed in the section below). However, the headline numbers are a bit misleading. For the twenty-ninth consecutive month, stock & mixed-assets funds experienced net outflows (-$56.6 billion). With inflationary concerns still lingering and the possibility of another interest rate hike later this year, the fixed income funds macro-group—for the first month in four—witnessed net outflows but handed back just $602 million. Attractive short-term yields and continued uncertainty helped the money market funds macro-group (+$107.1

Investors were net sellers of fund assets (including those of conventional funds and ETFs) for the first week in four, withdrawing a net $16.8 billion for the LSEG Lipper fund-flows week ended Wednesday, September 20. Fund investors were net purchasers of fixed income funds (+$1.2 billion) while being net redeemers of money market funds (-$9.7 billion), equity funds (-$7.2 billion), alternatives funds (-$472 million), commodity funds (-$311 million), and mixed-assets funds (-$292 million) for the week. The data sourced in this article were derived from Lipper Global Fund Flows, which differ slightly from the Lipper U.S. Fund Flow data due

Investors were net sellers of mutual fund assets for the second month in a row, withdrawing $38.8 billion from the conventional funds business (excluding ETFs, which are reviewed in the section below). Stock & mixed-assets funds experienced net outflows (-$55.9 billion) for the twenty-eighth consecutive month. However, despite an interest rate hike by the Federal Reserve Board on July 26, the fixed income funds macro-group—for the third month in a row—witnessed net inflows, taking in $12.3 billion. With investors’ attraction to rising yields, the money market funds macro-group (+$7.8 billion) witnessed its third straight monthly net inflow. ETFs attracted net

Investors were net sellers of mutual fund assets for the second month in three, withdrawing $38.1 billion from the conventional funds business (excluding ETFs, which are reviewed in the section below). For the twenty-seventh consecutive month, stock & mixed-assets funds experienced net outflows (-$63.2 billion). However, despite a more hawkish tone set by Federal Reserve Board officials after an interest rate hike skip at its June Federal Open Market Committee (FOMC) meeting, the fixed income funds macro-group—for the second month in a row—witnessed net inflows, taking in $13.6 billion. With investors’ attraction to rising yields, the money market funds macro-group

Despite rising concerns around future interest rate hikes, renewed global recessionary fears, and the possibility of new restrictions on technology sales to China by U.S. firms at the end of June, U.S. equity and taxable fixed income mutual funds (including ETFs) rose 4.74% and 0.26%, respectively, for the month-to-date (MTD) period, ended June 29, 2023. On the equity side, Lipper’s U.S. Diversified Equity (USDE) Funds macro-classification led the way, posting a 6.22% return MTD, followed by domestic Sector Equity Funds (+4.81%) and World Equity Funds (+3.56%), while Alternative Equity Funds (+0.53%) was the relative laggard of the equity macro-classifications. Lipper’s