Monthly Highlights


Every month we provide a snapshot of fund industry results and developments, using the latest available data from Strategic Insight, which is released roughly three weeks after each month-end

Clients can select from the latest Highlights below or from the list of all Monthly Highlights.


Monthly Highlights: May 2018      6/18/2018
  Active long-term funds saw moderated outflows in May, experiencing net redemptions of only $89 million, compared to $10.7 billion in April. Over the first five months of 2018, active funds attracted positive net deposits of $6.4 billion. Taxable Bond funds led investor demand in May at $6.8 billion, followed by International Equity at $3.9 billion. Lord Abbett and PIMCO were the leading Taxable Bond managers, each bringing in $1.5 billion. Columbia Threadneedle and American Funds were the top contributors to active International Equity flows at $1.9 billion and $1.8 billion, respectively.
   
Monthly Highlights: April 2018      5/17/2018
  Active long-term funds suffered net redemptions of $10.7 billion in April, a notable downturn from net inflows of $2.6 billion seen in March 2018. Inflows for the year-to-date period through April remained positive at $6.2 billion. Taxable Bond funds continued as the strongest source of investor demand within active strategies in April at $9.0 billion. International Equity experienced the second highest net flows at $2.3 billion. PIMCO was the leading contributor to active Taxable Bond flows at $2.2 billion. American Funds led active International Equity flows at $1.8 billion.
   
Monthly Highlights: March 2018      4/19/2018
  Active long-term funds experienced net deposits of $2.4 billion in March, a rebound from outflows of $11.1 billion in February. Inflows for the first quarter of 2018 totaled $16.3 billion. Taxable Bond funds experienced the strongest investor demand among active strategies in March ($9.9 billion) and Q1'18 ($39.8 billion), followed by International Equity during both the month ($4.4 billion) and the quarter ($26.6 billion).
   
Monthly Highlights: February 2018      3/20/2018
  Active long-term funds experienced net redemptions of $11.4 billion in February 2018, a significant decline from the $24.8 billion in net deposits seen during January. International Equity led pockets of demand during the month at $7.4 billion, followed by Taxable Bond at $5.0 billion. American Funds led International Equity net deposits at $1.9 billion, while Fidelity was the leading active Taxable Bond manager at $2.2 billion.
   
Monthly Highlights: January 2018      2/22/2018
  Active long-term mutual funds and ETPs experienced $24.4 billion in net inflows in January 2018, a substantial turnaround from the $26.8 billion in net redemptions seen in December 2017. Inflows into active Taxable Bond funds paced demand, attracting $24.7 billion of net commitments. American Funds and PIMCO were the leading active bond mutual fund managers for January at $5.3 billion and $5.0 billion, respectively. Passive mutual funds and ETPs garnered net new flows of $96.8 billion in January, up from $63.7 billion in December 2017. Such passive demand was led by ETFs, which attracted $68.2 billion of net deposits to start 2018.