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Fund Flow Trends

Feb 21 2014

Positive Flows Continue

  • Feb 21, 2014

Estimated net cash flows for bond mutual funds registered positive for the first time in four weeks ($1.5 billion). YTD this $3.3 trillion fund genre is barely hanging on to positive net cash flows ($0.9 billion). In mid-February of each of the past two years, bond mutual funds had already collected more than $40 billion in net inflows. We continue expecting net cash outflows for bond mutual funds in the new year.

Feb 14 2014

Positive Flows For Stock And Bond Funds

  • Feb 14, 2014

Estimated net cash flows for bond mutual funds registered positive for the first time in four weeks ($1.5 billion). YTD this $3.3 trillion fund genre is barely hanging on to positive net cash flows ($0.9 billion). In mid‐February of each of the past two years, bond mutual funds had already collected more than $40 billion in net inflows. We continue expecting net cash outflows for bond mutual funds in the new year.

Feb 07 2014

YTD Bond Mutual Fund Net Cash Flows Back in Negative Territory

  • Feb 7, 2014

YTD net cash flows for bond mutual funds are back in negative territory, while domestic equity mutual funds hang on to positive net inflows. Equity ETFs had another rough week; YTD U.S. focus equity ETF net cash outflows are registering at nearly $32 billion.

Jan 31 2014

A Couple of Noteworthy Highlights

  • Jan 31, 2014

Bond mutual fund net outflows resumed mid-way through January.  High estimated net inflow this week to domestic equity mutual funds. YTD net outflows across the board for broad ETF categories. 

Jan 24 2014

January's Net Inflows Stay True To Form

  • Jan 24, 2014

Net inflows aren't too surprising, as mutual fund net inflows in general tend to spike in January.

Jan 17 2014

Bond Mutual Funds Capture Net Inflows At Decelerating Rate

  • Jan 17, 2014

Positive estimated net cash flows into bond mutual funds were recorded for a second consecutive week; these are the first net inflows to this fund category since the end of September 2013 (17 weeks ago). This net flow isn't too surprising, however, as mutual fund flows in general tend to spike during January.

Jan 10 2014

Positive Flows To All Categories - Even Bond Funds

  • Jan 10, 2014

Aside from money market funds, the first week of 2014 brought estimated positive net cash flows to all broad mutual fund categories - even bond mutual funds. This is the first weekly positive net cash flow to bond mutual funds since the end of September 2013 (16 weeks ago).

Jan 03 2014

Reversal in Fund Flow Trends Holds in 2013

  • Jan 3, 2014

The reversal in fund flow trends that began mid-way through 2013 was solidified this week as the year came to end. Domestic equity mutual fund net cash flows ended the year in positive territory for the first time in 8 years at an estimated $16.7 billion. Conversely, bond mutual funds recorded their largest nominal annual net cash outflow ever at an estimated $87.9 billion.

Dec 27 2013

Net Cash Inflows Resume For Equity Funds

  • Dec 27, 2013

Net cash inflows resumed for domestic equity mutual funds, and YTD net flows are likely to hold in positive territory for the first time in eight years. Conversely, bond mutual funds are looking to lock in the largest nominal annual net cash outflow ever recorded.

Dec 20 2013

Bond Fund Outflows Not Letting Up

  • Dec 20, 2013

Net cash outflows from bond mutual funds are not letting up, with this week's estimated net outflow at $8.8 billion. Domestic equity mutual funds net cash outflows are an estimated net $11.5 billion, but foreign-focused mutual funds have total net cash inflows of $133.3 billion YTD.

Dec 13 2013

Outflows From Equity & Bond Funds

  • Dec 13, 2013

Outflows From Domestic Equity & Bond Funds Continue; Foreign-Focus Funds Still See Inflows.

Dec 06 2013

Second Week of Equity Fund Outflows

  • Dec 6, 2013

Net cash outflows from bond mutual funds are not letting up; we've seen fund outflows in 25 of the past 27 weeks, with this week's estimated net outflow at $5.6 billion. 

Dec 02 2013

Bond Mutual Fund Net Outflows Persist

  • Dec 2, 2013

The reversal in fund flow trends taking place mid-way through this year persists.  Estimated net cash outflows from bond mutual funds continued this week ($4.4 billion), bringing YTD net outflows close to $60 billion.

Nov 22 2013

Record YTD Bond Mutual Fund Net Outflows

  • Nov 22, 2013

Another week of estimated net outflows ($6.6 billion) has caused the bond mutual fund category to breach new lows.

Nov 15 2013

Current Trends Remain Intact; Equity ETFs Flip Back To Inflows

  • Nov 15, 2013

Domestic equity mutual fund net cash flows continued their positive streak with an estimated $3.4 billion in net inflows this week.

Nov 08 2013

Current Trend Continues

  • Nov 8, 2013

Current trends continued this week. Domestic equity mutual fund net cash flows were positive for a fourth consecutive week (an estimated $0.6 billion), but decelerated after two weeks of strong net cash inflows.

Oct 23 2013

Equity Mutual Fund Inflows Return

  • Oct 23, 2013

After three weeks of outflows, domestic equity mutual fund net cash flows were positive again this week. Net cash outflows from bond mutual funds persist. Foreign-focused mutual funds continue to gather cash on a net basis. Domestic equity ETF flows remained positive this week moving closer to all-time record levels

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