Fund Flow Trends
Inflows For Bond Funds In 2016, Thanks To ETF Subset
While net cash flows were negative for equity funds through February 2016 (not too surprising given the sharp equity market sell-off), bond funds collected net cash inflows.
Investors Favor Foreign Focused Funds and ETF Products in 2015
Equity funds with a foreign focus remained the most popular fund category in 2015 (through November) as measured by net cash inflows from investors.
Investors Favor Equity Over Bond Funds So Far in 2015
Rising rates have set fund flow trends back on course to those seen over the last two years. Cumulatively, equity funds have now captured more net cash YTD than that collected by bond funds.
Fund Flow Trends Established In 2013 Persist In 2014—Just To A Lesser Extent
As we progress through 2014, a shift in fund flow trends established midway through 2013 is still intact—just more subtly so.
2013 Fund Flow Trends Hold In 2014—Equities Still The Preference
Newfound fund flow trends established midway through 2013 are still unbroken halfway into 2014. Even with net cash inflows resuming to bond mutual funds, the definitive shift in preference for equity funds, although more subtle, is still intact.
2013’s Preference Shift To Equity Funds Holds In 2014
Many fund categories are exhibiting similar but muted net cash flow trends to those recorded at this time last year. However, equity ETF net cash flows, both U.S.- and foreign-focused, remain flat in contrast to last year’s strong start. Nonetheless, the definitive shift in trend from bond to equity funds which began midway through 2013 is still intact.
A Shift In Fund Flow Trends Holds Through Latter Half Of 2013
Both equity and bond categories set all-time nominal net cash flow records.
Supply/Demand Factors - October 2013
YTD net flows have remained in positive territory by about $10 billion.
Strongest Net Outflows From Bond Funds In Years
Most noteworthy this week was a combined estimated $13.5 billion exiting bond mutual funds and ETFs on a net basis.
Oh What A Difference A Year Makes
All fund subsets followed here saw net cash inflows this week aside from bond mutual fund categories and retail money market funds.
U.S. Focus Equity Mutual Funds: Highest Outflows Ever
U.S. focus equity fund outflows are higher than ever before....while foreign focus fund inflows have surged.
Domestic Equity Mutual Funds YTD Flows Turn Positive
Most broad fund categories experienced positive net cash flows this week, with the exception of money market funds and domestic equity ETFs.
Domestic Equity ETFs Record Net Outflows for Third Straight Week
Domestic equity funds have seen net cash outflows so far in 2015, while bond funds have collected more net cash than any other category.
Fund Flows Mixed in Week Two of 2015
Bond funds and hybrid mutual funds captured estimated net cash inflows this week, while domestic equity mutual funds saw flat net cash flows.
Fund Flows Mostly Negative in First Week of 2015
For the first week of 2015, estimated net cash fund flow trends were mixed but mostly negative for major fund subsets. Bond and hybrid mutual funds were the exceptions.
Domestic Equity ETF 2014 Inflows Reach 2008’s All-Time High
2013 and 2014 mark the first two years since 2007 in which equity fund nominal annual cash inflow tallies have outweighed those of bond funds.
Domestic Equity ETFs See One Of Largest Weekly Net Cash Inflows Ever
Contrasting last week’s trends, most broad fund categories recorded net cash inflows this week. Domestic equity ETFs brought in the largest weekly net cash inflow of the year for the category.
Net Cash Outflows Recorded Across Nearly All Broad Fund Categories
Negative cash flows were the trend across major fund subsets in the latest week; bond ETFs were the only category to buck the trend.
Domestic Equity ETF Net Flows Continue But Decelerate
Domestic equity ETF net cash inflows continued this week at a decelerated pace; the large cap subset, however, saw net cash outflows.
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