Mutual Fund Reviews Equity, Fixed income funds performance

Lipper Fourth Quarter 2011 Fixed Income Funds WebEx Replay

Published on 11 Jan 2012, by Jeff Tjornehoj

This quarter Jeff Tjornehoj discusses how the "risk-on" shift by bond investors sent High Yield Funds and Loan Participation Funds to the top of the performance tables in Q4. But lest we forget, 2011 was the one for record books for Treasuries and fortunes varied considerably among Lipper's many bond fund categories.

Lipper Weekly U.S. Fund Flows Video Series - November 30, 2011

Published on 02 Dec 2011, by Jeff Tjornehoj

Lipper's Jeff Tjornehoj dissects the the funds industry's flows data for this week.

Lipper Weekly U.S. Fund Flows Video Series - November 2, 2011

Published on 04 Nov 2011, by Jeff Tjornehoj

Jeff Tjornehoj discusses the flows into and out of the funds industry this week.

Lipper 2011 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2011, by Jeff Tjornehoj

Serious concerns on the fate of Greece, European banks, and even the euro itself sent Treasury-related categories to the top of the performance charts in Q3. The "risk-off" trade forced High Yield and Emerging Markets Debt groups plunging. Jeff highlights these and other trends in his WebEx presentation.

Lipper Weekly U.S. Fund Flows Video Series - September 28, 2011

Published on 30 Sep 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly flows data for the week ended September 28, 2011. Investors reversed course from last week's outflows and allocated an estimated $4.9 billion in net new money toward mutual funds, the bulk of it to money market funds.

Lipper Weekly U.S. Fund Flows Video Series - September 7, 2011

Published on 09 Sep 2011, by Jeff Tjornehoj

Jeff Tjornehoj discusses the weekly flows data among mutual funds and highlights top changes in the ETF market.

Lipper Weekly U.S. Fund Flows Video Series - Agust 17, 2011

Published on 19 Aug 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended August 17, 2011. Equity mutual fund investors were steadfast this week and actually added $1.7 billion to their accounts, busting a four-week string of outflows. After equity fund assets were pummeled over 11% the previous week, this week’s bounce-back of 6% calmed enough nerves to draw the more adventurous ones back into the race. Domestic funds saw their first week of inflows in the last five as $1.3 billion seeped in while non-domestic equity funds had a scant $400 million added when all was said and done. Taxable bond funds had $1.2 billion in outflows for their third week of outflows as investors pulled about $1.4 billion from their core fixed income holdings; High Yield funds had a slight outflow of $300 million after the HY market pulled back significantly the week before. Muni funds were cursed with a fourth week of outflows as a quarter-billion was drained away, which is an improvement over last week’s $600 million outflow. Money market funds took in a net $13.9 billion this week following last week’s $47.5 billion inflow. These funds have had $205 billion in outflows this year and could eclipse last year’s $441 billion.

Lipper Weekly U.S. Fund Flows Video Series - July 20, 2011

Published on 25 Jul 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended July 20, 2011. Despite positive (albeit modest) returns in the broad equity markets this week, investors were net redeemers. They continued to buy taxable bond funds and even found enough courage to put more money to work in the muni fund space.

Lipper Weekly U.S. Fund Flows Video Series - July 13, 2011

Published on 15 Jul 2011, by Jeff Tjornehoj

For the week ending July 13, 2011, the traditional mutual funds industry saw net inflows of approximately $15.1 billion. Equity mutual funds managed to draw in an estimated $340 million in net new money despite a softer tone in equity markets; domestic equity funds outdrew their nondomestic peers by a 2-1 margin. Taxable bond fund flows accelerated as they drew $3.0 billion in new flows after four weeks of sub-$3 billion flows. High Yield funds have turned around significantly and pulled in nearly $900 billion this week, their second-highest pull this year. Tax-exempt bond funds took in over $360 million in net flows after last week’s $280 million outflow. Although California muni debt funds continued to see assets withdrawn, high yield muni funds drew almost $70 million and national muni funds drew over $500 million in net sales. Money market funds received the bulk of new money as over $11.4 billion was set aside in cash accounts. This week, taxable accounts drew the lion’s share of net sales with over $15.1 billion committed.

Lipper 2011 Second Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 29 Jun 2011, by Jeff Tjornehoj

The flight to quality trade looks to send Treasury-related categories to the top of the performance charts in Q2. Municipals debt funds--despite dire predictions for municipalities by certain analysts--have performed exceptionally well as the pipeline for new bond issuance dried up. Record-level issuance of high yield corporate debt during the quarter appears to have come to a screeching halt and High Yield Debt Funds turned in some of the fixed income world’s worst returns. Jeff highlights these and other trends in his WebEx presentation.

Lipper Weekly U.S. Fund Flows Video Series - June 8, 2011

Published on 10 Jun 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended June 8, 2011. Lots of not-so-good economic news sent stocks down for six consecutive days, leading the Dow to the edge of the 12,000 point mark. Investors pulled $1.6 billion from their mutual funds and an additional $4.9 billion from equity ETFs as domestic mutual funds and ETFs each bore the brunt of outflows in their respective group. Taxable bond funds received $3.8 billion in net new money with the Corporate-Investment Grade group responsible for $1.7 billion and the Government-Treasury group good for $206 million. International & Global Debt funds, despite misgivings related to the mess in Greece, received over $1 billion for their best week of the year. Municipal debt funds . . . wait for it . . . saw their flows turn positive, and nearly $250 million at that. This officially caps their outflows streak at 29 weeks and total outflows at $48.9 billion. Since the end of March the average muni debt fund has a total return of almost 3.8%--an outstanding performance (pre-tax, even!) that was much better than taxable funds, where so much money has flowed this year. Money market funds saw inflows of $14.3 billion.

The Week in Fund--and ETF--Flows: May 25, 2011

Published on 27 May 2011, by Jeff Tjornehoj

Jeff Tjornehoj discusses the week's data and talks about which funds mattered the most when it came to the final numbers.

Lipper 2011 First Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 12 Apr 2011, by Jeff Tjornehoj

Headline risk kept most bond fund groups in the black at the end of Q1. Long-term Treasury and some--but not all--municipal debt funds groups were the quarter's worst performers, badly trailing riskier high yield and flexible income strategies. Jeff Tjornehoj walks listeners through the ups and downs that marked Q1 2011.

Lipper Weekly U.S. Fund Flows Video Series - April 6, 2011

Published on 08 Apr 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended April 6, 2011. For the twenty-first consecutive week Municipal Debt Fund investors were net redeemers, pulling out $1.1 billion from the conventional funds business, while equity and taxable bond fund investors padded the coffers of fund management firms.

Lipper Weekly U.S. Fund Flows Video Series - January 19, 2011

Published on 21 Jan 2011, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended January 19, 2011. For the tenth consecutive week Municipal Debt Fund investors were net redeemers, pulling out a record $3.9 billion from the conventional funds business.

Lipper 2010 Fourth Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 07 Jan 2011, by Jeff Tjornehoj

In this WebEx replay, Jeff Tjornehoj reports that Treasuries and munis were crushed in Q4, while high yield and loan participation fund strategies prevailed.

Lipper Weekly U.S. Fund Flows Video Series - December 15, 2010

Published on 17 Dec 2010, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 15, 2010. -Funds push out roughly $40 billion as Taxable Bonds experience their second largest week of outflows in two years.

Lipper FMI Weekly U.S. Flows - December 8, 2010

Published on 10 Dec 2010, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended December 8, 2010.

Lipper FMI Weekly U.S. Flows - October 20, 2010

Published on 22 Oct 2010, by Jeff Tjornehoj

Jeff Tjornehoj reviews Lipper's U.S. weekly fund flows for the week ended October 20, 2010.

Lipper 2010 Third Quarter Fixed Income Mutual Fund Performance Review WebEx Replay

Published on 11 Oct 2010, by Jeff Tjornehoj

For the fixed income universe, third quarter's best performance was turned in by strategies that benefited from dollar weakness. The U.S. dollar index (TXA) sank over 7% to send Emerging Markets Debt Funds and International Income Funds up 9.23% and 9.22%, respectively. At the other end of the safety scale General U.S. Treasury Funds returned 3.70%. Jeff reviews the trends impacting fixed income mutual fund investors during the quarter.

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