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: December 2017      1/16/2018
  Long-term mutual funds and ETPs experienced net deposits of $652.1 billion throughout 2017, a significant increase over the $174.0 billion experienced during 2016. Active strategies remained in net outflows in 2017 at $27.4 billion, but this was a drastic improvement over the $308.5 billion in net redemptions seen in 2016. Passive funds experienced net deposits of $679.5 billion in 2017, compared to $482.4 billion in 2016.
   
Monthly Highlights: November 2017      12/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $40.6 billion in November, a significant fall from the $73.4 billion in net new flows seen in October. Passive strategies accounted for the positive net flows among long-term funds at $44.1 billion, while active funds experienced net redemptions of $3.5 billion.
   
Monthly Highlights: October 2017      11/17/2017
  Long-term mutual funds and ETPs experienced net deposits of $73.3 billion in October, a substantial increase from the $43.3 billion in net new flows seen in September. Passive strategies accounted for nearly all net flows among long-term funds at $73.0 billion (including $51.3 billion to ETPs), while active funds experienced minor positive net flows of $333 million.
   
Monthly Highlights: September 2017      10/13/2017
  Long-term mutual funds and ETPs experienced net deposits of $43.4 billion in September, a slight increase from the $38.6 billion in net new flows seen in August. Passive strategies led net flows among long-term funds at $46.8 billion (including $23.6 billion to ETPs), while active funds experienced net redemptions of $3.4 billion.
   
Monthly Highlights: August 2017      9/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $38.1 billion in August, a slight drop from the $42.2 billion in net new flows seen in July. Passive strategies led net flows among long-term funds at $42.0 billion (including $28.5 billion to ETPs), while active funds experienced net redemptions of $3.9 billion.