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.

191 reports found
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Net Inflows to Equity and Fixed Income Funds Were Not Enough to Overcome Money Market Fund Redemptions in February 2/28/2010 View Report
  • At a slower pace investors injected cash into bond (+$25.5 billion) and stock & mixed-equity funds (+$11.5 billion) in February, while redeeming $74.4 billion from money market funds.
  • Once again investors turned a cold shoulder to USDE Funds, redeeming $2.9 billion from the group, with large-cap funds (-$3.7 billion) cast as the pariah and Equity Market-Neutral Funds (+$1.0 billion) and Dedicated Short-Bias Funds (+$0.5 billion) the heroes of the macro-group.
  • Despite a strengthening dollar, World Equity Funds (+$6.8 billion) attracted the largest net inflows of Lipper’s four equity macro-classifications.
  • Intermediate Investment-Grade Debt Funds, taking in $5.6 billion for February, continued to attract the largest net inflows and led the taxable bond (nonmoney market) group for the fourteenth straight month.


Despite Positive Inflows Into Both Equity and Fixed Income Funds, the Conventional Funds Business Hands Back $58.8 Billion for January 1/31/2010 View Report
  • Investors injected cash into bond (+$26.9 billion) and stock & mixed-equity funds (+$24.5 billion) in January, while redeeming a whopping $110.1 billion from money market funds. 
  • Despite poor returns for the month, investors moved money into USDE Funds in January, adding a net $3.2 billion to the group, with the go-anywhere Multi-Cap Core Funds (+$1.7 billion) drawing in the largest net inflows for the macro-group. 
  • World Equity Funds (+$10.4 billion) attracted the largest net inflows of Lipper's four equity macro-classifications--its largest net inflows since October 2007. 
  • Commodities Funds, with net inflows of $1.0 billion, led the Sector Equity group for the thirteenth consecutive month. 
  • The Mixed-Equity Funds macro-group (+$8.6 billion) experienced its largest net inflows since May 2008, with the target horizon fund groups being the primary attractors of investors' assets.
  • Unlike the impressive monthly inflows experienced by their mutual fund brethren, stock & mixed-equity ETFs (-$19.4 billion) took it on the chin in January.

In December Investors Were Net Purchasers of Fund Assets, but for the Year the Conventional Funds Business Shed $82.7 Billion 12/31/2009 View Report
  • Bond funds (+$24.6 billion) padded their coffers in December, while stock and mixed-equity funds (-$2.1 billion) and money market funds (-$7.7 billion) were in the red for the converntional funds business.
  • However, ETFs experienced inflows for both major macro groups: bond ETFs garnered $3.4 billion while stock and mixed-equity ETFs attracted $21.3 billion.
  • Investors continued to shun USDE Funds in December, redeeming a net $10.3 billion from the group. However, the other equity macro-groups caught investors' attention, drawing in a combined $8.2 billion.
  • Mixed-Equity Funds (+$3.8 billion) attracted the largest net inflows of Lipper's four equity macro-classifications for the first month in four.
  • A strengthening dollar and minor concerns over the extended run-up in world markets weighed marginally on World Equity Funds' flows, but the macro-group still attracted net inflows ($2.8 billion) for the ninth consecutive month.

The Conventional Funds Business Sheds $10.8 Billion Overall, While ETFs Take Up the Slack 11/30/2009 View Report
  • Stock and mixed-equity funds (+6.7 billion) and bond funds (+$34.4 billion) added to their coffers in November, while money market funds (-$51.9 billion) saw red for the tenth straight month. 
  • Investors once again turned a cold shoulder to USDE Funds in November, redeeming a net $8.1 billion from the group. However, the other equity macro-groups caught investors' attention, drawing in a combined $14.8 billion. 
  • World Equity Funds (+$8.0 billion) attracted the largest net inflows of Lipper's four equity macro-classifications for the second straight month. 
  • Commodities Funds, with net inflows of $1.1 billion, led the Sector Equity group for the eleventh month in a row. 
  • Mixed-Equity Funds, drawing in $5.5 billion, witnessed net inflows for the eighth consecutive month. Mixed-Asset Target Allocation Conservative Funds, with $1.0 billion, attracted the largest net inflows of the life cycle and life stage funds subgroup.
  • Stock and mixed-equity ETFs (+$9.1 billion) and bond ETFs (+$2.8 billion) attracted net new money for November.

The Conventional Funds Business Sees Another $12.8 Billion Fly Out the Door in October, but ETF Inflows Almost Close the Gap 10/31/2009 View Report
  • Stock and mixed-equity funds (+12.9 billion) and bond funds (+$42.8 billion) padded their coffers in October, while money market funds (-$68.5 billion) handed back cash for the ninth consecutive month.
  • Investors once again shunned USDE funds in October, redeeming a net $5.4 billion from the group. But they renewed their interest in the other equity macro-groups, adding a combined $18.4 billion to the other major equity macro-groups.
  • World Equity Funds (+$9.2 billion) attracted the largest net flows of Lipper’s four equity macro-classifications.
  • Commodities Funds, with net inflows of $1.3 billion, led the Sector Equity group for the tenth month in a row.
  • Mixed-Equity Funds, drawing in $7.2 billion, witnessed net inflows for the seventh consecutive month in October. Mixed-Asset Target 2025 Funds, with $1.4 billion, attracted the largest net inflows of the life cycle and life stage funds subgroup.
  • Stock and mixed-equity ETFs (+4.3 billion) and bond ETFs (+$3.0 billion) attracted net new money in October.

Please see our new ETF section in this report.


September Money Market Fund Outflows Swamp the Inflows for Other Asset Classes 9/30/2009 View Report
  • Stock and mixed-equity funds (+6.8 billion) and bond funds (+$48.3 billion—a new record) attracted net new money in September, while money market funds (-$119.7 billion—also a record) posted net outflows for the eighth consecutive month.
  • Investors turned a cold shoulder to USDE funds, removing a net $6.5 billion from the group, but they injected a combined $13.3 billion into the other major equity macro-groups.
  • For the month World Equity Funds (+$5.2 billion) drew in the second largest net flows of Lipper’s four equity macro-classifications.
  • Commodities Funds, with net inflows of $923 million, led the Sector Equity group for the ninth consecutive month.
  • For the sixth consecutive month Mixed-Equity Funds experienced net inflows in September, drawing in $6.9 billion. Mixed-Asset Target Allocation Conservative Funds attracted the largest inflows of the life cycle and life stage funds subgroup at $1.7 billion.


August Sees Positive Inflows as Equity and Bond Fund Gains Overcome Money Market Fund Losses 8/31/2009 View Report
  • Stock and mixed-equity funds (+15.0 billion) and bond funds (+$42.3 billion) attracted net new money in August, while money market funds (-$40.5 billion) posted net outflows for the seventh consecutive month.  
  • Investors found comfort in multi-cap funds (+1.7 billion), mid-cap funds (+$1.6 billion), and small-cap funds (+$2.0 billion), while large-cap funds saw net outflows of $4.7 billion.
  • For the month World Equity Funds (+$5.4 billion) drew in the second largest flows of Lipper’s four equity macro-classifications.
  • Commodities Funds, with net inflows of $627 million, led the Sector Equity group for the eighth consecutive month.
  • For the fifth consecutive month Mixed-Equity Funds experienced net inflows in August, drawing in $8.0 billion. Mixed-Asset Target Allocation Moderate Funds attracted the largest inflows of the life cycle and life stage funds at $1.9 billion.


Fund Flows Near Even for July 7/31/2009 View Report
- For the fourth consecutive month both stock & mixed-equity funds (+$14.6 billion) and bond funds (+$33.4 billion) attracted investor dollars in July, while money market funds (-$48.3 billion) handed back cash for the sixth month in a row.

- USDE Funds witnessed net redemptions (-$1.0 billion) for the first month in four. Investors continued to flee large-cap funds (-$3.3 billion), while turning their attention to small-cap funds (+$2.1 billion).

- For first time since May 2008 World Equity Funds (+$8.5 billion) attracted the largest net inflows of Lipper's four equity macro-classifications.

- For the fourth month in a row Mixed-Equity Funds witnessed net inflows in July, taking in $5.8 billion. Mixed-Asset Target Allocation Moderate Funds attracted the largest inflows of the life cycle and life stage funds at $1.3 billion.


Equity and Bond Funds Continue to Draw Assets, While Money Market Funds See Their Largest Monthly Outflows on Record 6/30/2009 View Report
- Stock and mixed-equity funds (+12.0 billion) and bond funds (+$27.5 billion) attracted net new money in June, while money market funds (-$109.8 billion) posted their largest net outflows on record.

- Investors continued to find comfort in multi-cap funds, adding $3.0 billion to the group, while large-cap funds saw net outflows of $2.6 billion.

- For the month World Equity Funds (+$600 million) drew in the smallest flows of Lipper’s four equity macro-classifications.

- For the third consecutive month Mixed-Equity Funds experienced net inflows in June, drawing in $5.7 billion. Mixed-Asset Target Allocation Conservative Funds attracted the largest inflows of the life cycle and life stage funds at $1.1 billion.

Investors Wade Deeper Into Investment Waters, Adding a Net $32.5 Billion to Fund Coffers in May 5/31/2009 View Report
- Stock & mixed-equity funds (+$23.2 billion) and bond funds (+$30.3 billion) attracted net new money in May, while investors withdrew some $21.0 billion from money market funds, giving May the second consecutive month of net inflows into the conventional funds business.

- Unsure which capitalization bet to make, investors preferred the comfort of the go-anywhere fund style of multi-cap funds over the other capitalization groups, adding $3.4 billion to the group.

- World Equity Funds attracted the smallest amount of net new money of Lipper's four major equity macro-groups, drawing in an estimated $1.2 billion net for the month.

- For the second consecutive month Mixed-Equity Funds experienced net inflows for May, drawing in $7.7 billion. Mixed-Asset Target Allocation Moderate Funds, taking in a net $1.9 billion, attracted the largest inflows of the life cycle and life stage funds group.

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