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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FundFlows
Apr 16, 2014 | Tom Roseen

Investors Inject a Net $12.7 Billion Into Conventional Funds for March

• For the eighth month in nine mutual fund investors were net purchasers of fund assets for March, padding the coffers of stock & mixed-asset funds (+$22.4 billion) and bond funds (+$18.2 billion--for their third monthly net inflows in a row). However, investors were net redeemers of money market funds (-$27.9 billion) for the third consecutive month. 

• Mixed-Asset Funds (+$9.9 billion) attracted the largest amount of net new money of the five equity macro-groups for the month. 

• Fixed income exchange-traded funds (ETFs) witnessed their first month of net outflows in three, handing back some $7.3 billion for March. Short-duration and government issues suffered the largest net redemptions. 

• For the first month in three U.S. Diversified Equity (USDE) ETFs (+$8.4 billion) attracted the largest draw of net new money of the five broad-based equity ETF macro-classifications for March. 


FundFlows
Mar 18, 2014 | Jeff Tjornehoj, Tom Roseen

Fund Investors Continue to Purchase Long-Term Assets in February

• Breaking a seven-month trend, mutual fund investors were net sellers of fund assets for February. However, the headline numbers were misleading. While padding the coffers of stock & mixed-asset funds (+$37.4 billion) and bond funds (+$11.1 billion--their second monthly net inflows in a row), investors were net redeemers of money market funds (-$50.3 billion--their largest monthly net redemptions in 12 months).

• The U.S. Diversified Equity Funds macro-group, taking in a net $7.6 billion for February, attracted net inflows for the tenth month in a row.  Large-cap funds attracted net new money for a fourth consecutive month, taking in $1.5 billion for February.

• Fixed income exchange-traded funds (ETFs) witnessed their largest net inflows on record, attracting some $16.1 billion for February--much of which was attributed to Good Harbor Financial LLC trades.

• After suffering net redemptions for January, the World Equity ETFs macro-classification (+$1.1 billion) experienced monthly net inflows despite Ukraine worries.

FundFlows
Feb 19, 2014 | Tom Roseen

Despite Market Concerns, Investors Continue to Pad the Coffers of Mutual Funds in January

• For the seventh consecutive month mutual fund investors were net purchasers of fund assets for January. They padded the coffers of stock & mixed-asset funds (+$39.9 billion) and bond funds (+$0.3 billion--their first monthly inflows in eight), while being net redeemers of money market funds (-$13.4 billion).

• The U.S. Diversified Equity Funds macro-group, taking in a net $10.6 billion for January, attracted net inflows for the ninth month in a row. Large-cap funds attracted net new money for a third consecutive month, taking in $4.3 billion for January.

• Exchange-traded funds (ETFs) suffer net redemptions for the first month in five, handing back some $14.2 billion. 

• The World Equity ETFs macro-classification (-$1.8 billion) experienced its first monthly net redemptions in seven. 

FundFlows
Jan 21, 2014 | Tom Roseen

For 2013 Equity Funds Witness Their Strongest One-Year Net Inflows in at Least 21 Years

• For the sixth consecutive month mutual fund investors were net purchasers of fund assets for December, padding the coffers of stock & mixed-asset funds (+$25.4 billion) and money market funds (+$53.4 billion), while being net redeemers of bond funds (-$15.3 billion)--for bond funds' seventh consecutive month of net redemptions. 

• The U.S. Diversified Equity Funds macro-group, taking in a net $9.7 billion for December, attracted net inflows for the eighth month in a row.  Large-cap funds attracted net new money for a second consecutive month, taking in $0.7 billion for December. 

• Exchange-traded funds (ETFs) attracted net inflows for a fourth month in a row, taking in $12.0 billion and pushing up their 2013 net inflows to $158.5 billion.

• The USDE ETFs macro-classification (+$14.2 billion) experienced its fourth consecutive month of net inflows--bringing its 2013 net inflows to $98.1 billion.

FundFlows
Dec 16, 2013 | Tom Roseen

Bond Funds Witness Sixth Consecutive Month of Net Outflows, While Investors Cautiously Buy Equity Funds

• For the fifth consecutive month mutual fund investors were net purchasers of fund assets for November, padding the coffers of stock & mixed-asset funds (+$28.1 billion) and money market funds (+$4.6 billion), while being net redeemers of bond funds (-$16.5 billion)--for bond funds' sixth consecutive month of net redemptions.

• The U.S. Diversified Equity Funds macro-group, taking in a net $3.6 billion for November, attracted net inflows for the seventh month in a row.  Large-cap funds broke a 53-month losing streak, attracting $2.9 billion for November.

• Exchange-traded funds (ETFs) attracted net inflows for the third month in a row, taking in $11.9 billion and pushing up their year-to-date net inflows to $146.5 billion.

• The USDE ETFs macro-classification (+$6.5 billion) experienced its third consecutive month of net inflows--bringing its 2013 YTD net inflows to $83.9 billion.

FundFlows
Nov 19, 2013 | Jeff Tjornehoj, Tom Roseen

Bond Funds Suffer Fifth Consecutive Month of Net Outflows, while Investors Once Again Pad the Coffers of Equity Funds

• For the fourth consecutive month mutual fund investors were net purchasers of fund assets for October, padding the coffers of stock & mixed-asset funds (+$37.8 billion) but being net redeemers of money market funds (-$8.8 billion) and bond funds (-$19.1 billion)--for bond funds' fifth  consecutive month of net redemptions.

• The U.S. Diversified Equity Funds macro-group attracted its largest monthly net inflows since July, taking in a net $10.1 billion for October.  Lipper's 4x3-matrix funds macro-group witnessed its first month of net inflows in three, attracting some $7.3 billion.

• Exchange-traded funds (ETFs) attracted net inflows for the second month in a row, taking in $24.7 billion and pushing up their year-to-date net inflows to $134.6 billion.

• The USDE ETFs macro-classification (+$15.1 billion) experienced its second consecutive month of net inflows in October--bringing its 2013 YTD net inflows to $77.4 billion.

FundFlows
Oct 17, 2013 | Tom Roseen

Despite the Impasse on Capitol Hill, Equity Funds Attract Assets in September for a Ninth Consecutive Month

• For the third month in a row mutual fund investors were net purchasers of fund assets for September, padding the coffers of stock & mixed-asset funds (+$17.9 billion) and money market funds (+$43.3 billion). But investors once again turned their backs on bond funds, redeeming a net $10.0 billion for the month--for their fourth consecutive month of net redemptions. 

• For the fifth consecutive month the U.S. Diversified Equity Funds macro-group witnessed net inflows (albeit just +$0.1 billion for September).  However, Lipper's 4x3-matrix funds macro-group suffered net redemptions, handing back some $0.6 billion.

• For a second month  exchange-traded funds (ETFs) witnessed net inflows for September, taking in $29.5 billion and pushing up their year-to-date net inflows to $109.9 billion.

• USDE ETFs (+$8.3 billion) experienced their tenth monthly net inflows in eleven—bringing the macro-classification's 2013 YTD net inflows to $62.2 billion.


FundFlows
Sep 18, 2013 | Tom Roseen, Tom Roseen

Bond Funds Hand Back Money for a Third Consecutive Month, While Equity Funds Continue to Draw Assets for August

• For the second month in a row mutual fund investors were net purchasers of fund assets for August, padding the coffers of stock & mixed-asset funds (+$26.8 billion) and money market funds (+$24.9 billion). But investors once again turned their backs on bond funds, redeeming a net $33.8 billion for the month--for their third consecutive month of net redemptions.

• For the fourth consecutive month the U.S. Diversified Equity Funds macro-group witnessed net inflows (+$3.0 billion for August).  However, Lipper's 4x3-matrix funds macro-group suffered net redemptions, handing back some $0.9 billion.

• After a banner month of net inflows for July, exchange-traded funds (ETFs) suffered net redemptions for August, witnessing net outflows of $19.9 billion and pulling down their year-to-date net inflows to $80.4 billion.

• USDE ETFs (-$11.1 billion) suffered their first monthly net redemptions in ten--bringing the macro-classification’s 2013 YTD net inflows to $54.0 billion.

FundFlows
Aug 16, 2013 | Tom Roseen, Tom Roseen

Bond Funds Suffer Second Consecutive Month of Outflows, While Equity Funds Gather Assets for July

• Mutual fund investors were net purchasers of fund assets in July. While they padded the coffers of stock & mixed-asset funds (+$39.0 billion) and money market funds (+$24.9 billion), they were net redeemers from bond funds (-$22.5 billion) for the second consecutive month.

• For the third month in a row the U.S. Diversified Equity Funds macro-group witnessed net inflows (+$12.4 billion for July).  Lipper's 4x3-matrix funds macro-group attracted assets (+$7.1 billion) for the first month in seven.

• Exchange-traded funds (ETFs) posted their largest monthly net inflows since September 2008, attracting $38.9 billion for July and pushing their year-to-date net inflows to $100.3 billion.

• USDE ETFs (+$23.4 billion) posted a ninth consecutive month of net inflows--bringing the macro-classification's 2013 YTD net inflows to $65.0 billion.


FundFlows
Jul 29, 2013 | Detlef Glow, Tom Roseen

Net Flows Into Equity Mutual Funds Remain Strong for June, While Bond Funds Get Hammered

• For the first month in 12 mutual fund investors were net redeemers of fund assets in June. While they padded the coffers of stock & mixed-asset funds (+$21.8 billion), they redeemed the largest monthly amount since at least January 2008 from bond funds (-$65.2 billion). For the fifth month in six they pulled cash out of money market funds (-$16.4 billion for June).

• Despite market concerns toward month-end, for the second consecutive month the U.S. Diversified Equity Funds macro-group witnessed net inflows (+$2.6 billion for June), with Multi-Cap Core Funds (+$3.6 billion) having the largest net inflows of the group.

• For the first month in 19 exchange-traded funds (ETFs) suffered net redemptions (-$18.8 billion), for their largest monthly outflows on record.

• USDE ETFs experienced their eighth consecutive month of net inflows (+$4.5 billion). Meanwhile, World Equity ETFs handed back some $10.9 billion for the macro-classification’s first monthly redemptions in three.

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