FundFlows Insight Reports

Lipper FundFlows Insight Reports provide you with critical monthly mutual fund money flow trends and analysis. Fund managers and marketing analysts receive revealing information about which types of funds investors have been putting their money in and why. The reports also provide an important resource that can help market strategists, hedge fund managers, and all types of asset managers to project which asset classes, regions, sectors, and investment styles may potentially see the largest money inflows in coming months, depending on specific future market movements.

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Report Type |
Publish Date | Author Name
Report Name (click to expand)
FundFlows
Jan 19, 2012 | Tom Roseen

Investors Sit Pat in December, Injecting Only $18.4 Billion Net Into the Conventional Funds Business

• For the second consecutive month investors, injecting $18.4 billion into the conventional funds business, were net purchasers of fund assets for December. Once again, net inflows for bond funds (+$9.3 billion) and money market funds (+$33.9 billion) easily offset the $24.8-billion redemptions from stock & mixed-equity funds.

• For the eighth consecutive month investors were net redeemers of U.S. Diversified Equity Funds, withdrawing $18.5 billion. Large-cap funds (-$11.0 billion) experienced their fourteenth consecutive month of outflows. Only three  of Lipper’s 4x3-matrix fund classifications attracted net new money: Multi-Cap Core Funds (+$1.2 billion), Large-Cap Growth Funds (+$0.2 billion) and Small-Cap Growth Funds (+$0.2 billion). 

• For December stock & mixed equity ETFs posted net inflows of $10.2 billion while bond ETFs added $4.8 billion to their accounts.

• The SPDR S&P 500 ETF (SPY) attracted net inflows of $8.4 billion while SPDR Gold Trust (GLD) suffered redemptions of $2.2 billion.


FundFlows
Dec 16, 2011 | Tom Roseen

Investors Duck for Cover During November, but They Inject $53.3 Billion Net Into the Conventional Funds Business

• For the first month in three investors, injecting $53.3 billion into the conventional funds business, were net purchasers of fund assets for November. Net inflows for bond funds (+$20.6 billion) and money market funds (+$54.9 billion) easily offset the $22.3-billion redemptions from stock & mixed-equity funds during the month.

• For the seventh consecutive month investors were net redeemers of USDE Funds, pulling out $13.4 billion. Large-cap funds (-$10.1 billion) experienced their thirtieth consecutive month of outflows. Only one of Lipper’s 4x3-matrix fund classifications attracted net new money: Multi-Cap Core Funds (+$2.0 billion). 

• For November institutional investors once again made net purchases (+$2.7 billion) of World Equity Fund assets, while investors in loaded funds and no-load funds withdrew a net $3.8 billion and $2.7 billion, respectively.

• For the third consecutive month bond funds (+$20.6 billion) witnessed net purchases, and for the first month in four money market funds saw net inflows (+$54.9 billion).


FundFlows
Nov 16, 2011 | Tom Roseen

Despite Relatively Strong October Returns for Equity Funds, Investors Remain Net Redeemers of Fund Assets

• For the second month in a row investors were net redeemers of fund assets for October, redeeming $20.2 billion from the conventional funds business. Net inflows from bond funds (+$11.3 billion) weren’t enough to offset the $10.9-billion and $20.5-bllion redemptions from stock & mixed-equity funds and money market funds during the month.

• For the sixth consecutive month investors were net redeemers of USDE Funds, pulling out $17.9 billion. Large-cap funds (-$7.8 billion) experienced their twenty-ninth consecutive month of outflows. None of Lipper’s 4x3-matrix fund classifications attracted net new money. 

• For October institutional investors, bucking the trend, made net purchases (+$5.6 billion) of World Equity Fund assets, while investors in loaded funds and no-load funds withdrew a net $3.6 billion each.  

• For the second consecutive month bond funds (+$11.3 billion) witnessed net purchases, while money market funds saw their second month of net outflows (-$20.5 billion).


FundFlows
Oct 18, 2011 | Tom Roseen

With the Large Increase in Market Volatility in September, Investors Become Net Redeemers of Fund Assets

• For the third month in four investors were net redeemers of fund assets for September, removing $13.4 billion from the conventional funds business. Net inflows from bond funds (+$10.1 billion) weren’t enough to offset the $13.4-billion and $10.0-bllion redemptions from stock & mixed-equity funds and money market funds during the month.

• For the fifth consecutive month investors were net redeemers of USDE Funds, pulling out $13.9 billion. Large-cap funds (-$8.2 billion) experienced their twenty-eighth consecutive month of outflows. None of Lipper’s 4x3-matrix fund classifications attracted net new money. 

• For September institutional investors made net purchases (+$6.0 billion) of World Equity Fund assets, while investors in loaded funds and no-load funds withdrew a net $2.1 billion and $14.4 million, respectively.  

• For the seventh month in eight bond funds (+$10.1 billion) witnessed net purchases, while money market funds saw their sixth month of net outflows (-$10.0 billion) in seven months.

FundFlows
Sep 19, 2011 | Matthew Lemieux

Conventional Fund Flows Are Just on the Plus Side as Investors Move To Money Market Funds

• For the first month in three investors were net purchasers of fund assets, injecting just $0.6 billion into the conventional funds business. Net outflows from stock & mixed-equity funds (-$54.4 billion) and bond funds (-$19.1 billion) almost matched the $74.2-billion injection into money market funds during the month.

• For the fourth consecutive month investors were net redeemers of USDE Funds in August, pulling out $38.2 billion. Large-cap funds (-$17.6 billion) experienced their twenty-seventh consecutive month of outflows. Of Lipper’s 4x3-matrix fund classifications, only Multi-Cap Core Funds (+$0.4 billion) attracted net new money. 

• For August institutional investors were net redeemers (-$0.6 billion) of World Equity Fund assets, and investors in loaded funds and no-load funds withdrew a net $5.5 billion and $1.9 billion, respectively.  

• For the first month in seven bond funds (-$19.1 billion) witnessed net redemptions for August, while money market funds saw their first net inflows (+$74.2 billion) in six months.


FundFlows
Aug 16, 2011 | Matthew Lemieux

Fund Investors Redeem $129.5 Billion as Congressional Leaders Deadlock on the Nation’s Debt Ceiling

• For the second consecutive month investors were net redeemers of fund assets, withdrawing a record $129.5 billion from the conventional funds business. Outflows from stock & mixed-equity funds (-$31.2 billion) and money market funds (-$111.4 billion) overwhelmed the $13.1-billion injection into bond funds during the month.

• For the third consecutive month investors were net redeemers of USDE Funds in July, pulling out $29.9 billion. Large-cap funds (-$13.4 billion) experienced their twenty-sixth consecutive month of outflows. None of the 4x3-matrix fund classifications attracted net new money. 

• Once again Institutional investors injected net new money (+$1.7 billion) into World Equity Funds (-$3.8 billion net), while investors in loaded funds and no-load funds redeemed $2.9 billion and $2.5 billion, respectively.  

• For the sixth consecutive month bond funds (+$13.1 billion) witnessed net purchases for July, while money market funds saw their fifth straight month of net redemptions (-$111.4 billion).

FundFlows
Jul 19, 2011 | Matthew Lemieux

Nervous Investors Redeem $41.8 Billion From the Conventional Funds Business in June

• For the first month in five investors were net redeemers of fund assets, withdrawing a net $41.8 billion from the conventional funds business. Flows from stock & mixed-equity funds (-$19.8 billion) and money market funds (-$43.1 billion) swamped the $21.2-billion injection into bond funds during the month.

• For the second consecutive month investors were net redeemers of USDE Funds in June, pulling out $21.9 billion. Large-cap funds (-$11.1 billion) experienced their twenty-fifth consecutive month of outflows. Multi-Cap Core Funds (+$0.9 billion) attracted the largest inflows of the macro-group. 

• Institutional investors injected net new money (+4.3 billion) into World Equity Funds (+$0.2 billion net), while investors of loaded funds redeemed $3.0 billion.

• For the fifth consecutive month bond funds (+$21.2 billion) witnessed net purchases for June.


FundFlows
Jun 16, 2011 | Tom Roseen

Despite Economic Worries, Investors Inject a Net $28.3 Billion Into the Conventional Funds Business in May

• For the fourth consecutive month investors were net purchasers of fund assets, injecting $28.3 billion into the conventional funds business. Flows into stock & mixed-equity funds (+$14.2 billion) and bond funds (+$20.8 billion) easily offset the $6.7-billion withdrawal from money market funds during the month.

• USDE Funds investors became net redeemers in May, pulling out $1.1 billion. Large-cap funds (-$4.5 billion) experienced their twenty-fourth consecutive month of outflows. Once again Equity Income Funds (+$1.7 billion) attracted the largest inflows of the macro-group. 

• Institutional investors (+$7.0 billion) injected net new money into World Equity Funds (+$5.7 billion net), while investors of loaded funds redeemed $2.0 billion.

• For the second month in a row Mixed-Equity Funds (+$10.5 billion) attracted the largest inflows of the four equity macro-groups.

• For the fourth consecutive month bond funds (+$20.8 billion) witnessed net purchases in May.

FundFlows
May 17, 2011 | Matthew Lemieux

Investors Inject Net New Money Into the Conventional Funds Business for the Third Consecutive Month

• For the third consecutive month investors were net purchasers of fund assets, injecting $27.3 billion into the conventional funds business. Flows into stock & mixed-equity funds (+$20.7 billion) and bond funds (+$13.8 billion) easily offset the $7.2-billion withdrawal from money market funds during the month.

• For the third month in four the USDE Funds macro-group (+$0.5 billion) witnessed net inflows. Large-cap funds (-$4.8 billion) experienced their twenty-third consecutive month of outflows. Once again Equity Income Funds (+$1.6 billion) attracted the largest inflows of the macro-group. 

• Institutional investors (+$9.9 billion) injected net new money into World Equity Funds (+$6.6 billion net), while no-load fund and loaded fund investors redeemed $1.6 billion and $1.7 billion, respectively.

• For the third consecutive month bond funds (+$13.8 billion) witnessed net purchases in April.

FundFlows
Apr 18, 2011 | Tom Roseen

Despite Continuing Geopolitical Concerns, Investors Remain Net Purchasers of Fund Assets in March

• For the second consecutive month investors were net purchasers of fund assets, injecting $13.4 into the conventional funds business. Flows into stock & mixed-equity funds (+$20.9 billion) and bond funds (+$7.4 billion) outweighed the $14.9-billion withdrawal from money market funds during the month.

• For the first month in three the USDE Funds macro-group (-$3.9 billion) suffered net redemptions. Large-Cap Core Funds (-$6.5 billion), Large-Cap Value Funds  (-$1.6 billion), and Mid-Cap Growth Funds (-$0.6 billion) witnessed the only outflows for Lipper’s 4x3 matrix classifications.

• Institutional investors (+$9.5 billion) added the majority of the new money to World Equity Funds (+$10.5 billion net), while no-load fund investors injected $1.6 billion and load investors redeemed some $0.5 billion.

• For the second month in a row fixed income funds (+$7.4 billion) witnessed net purchases during the month.

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