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: 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.
   
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.