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: October 2016      11/14/2016
  Net new flows to long-term mutual funds and ETPs totaled $8.3 billion in October. Active and passive strategies continued to experience divergent trends in net investments. Passive funds led demand with $34.4 billion of inflows (including $15.7 billion to ETPs), while actively managed funds experienced aggregate net redemptions of $26.2 billion in October.
   
Monthly Highlights: September 2016      10/17/2016
  Net new flows to long-term mutual funds and ETPs totaled $14.1 billion in September. Active and passive strategies continued to experience divergent trends in net investments. Passive funds led demand with $37.7 billion of inflows (including $27.5 billion to ETPs), while actively managed funds experienced aggregate net redemptions of $23.6 billion in September.
   
Monthly Highlights: August 2016      9/16/2016
  Net new flows to long-term mutual funds and ETPs totaled $28.2 billion in August. Active and passive strategies experienced divergent trends in net investments. Passive funds led demand with $42.1 billion (including $27.5 billion to ETPs), while actively managed funds experienced aggregate net redemptions of $14 billion in August.
   
Monthly Highlights: July 2016       8/17/2016
  Net flows to long-term mutual funds and ETPs totaled $36 billion in July. Beyond these aggregate totals, however, the divergence in demand between active and passive strategies remained significant. Passive funds led demand with $61 billion of net commitments (including $43 billion to ETPs), while actively managed mutual funds experienced $25 billion of net redemptions in total during July.
   
Monthly Highlights: June 2016      7/19/2016
  Net new investment to long-term mutual funds and ETFs totaled $17 billion in June. Index mutual funds and ETFs collected a net $45.8 billion during the month, while net outflows from long-term active funds totaled $28.8 billion. Actively managed US and International Equity funds redeemed $24.3 billion and $10.7 billion, respectively, in June. Monthly net inflows segments among active equity, hybrid, and alternative funds included International Managed Futures ($618 million), US Equity Income-Mixed (+$434 million), and US Equity Balanced (+$381 million). Passive equity mutual funds netted $18.6 billion. Equity ETFs collected $13 billion of net intake, led by $8.3 billion of investment to US Equity. Active bond funds netted $6.1 billion on the month on demand for muni-bond offerings. Passive fixed income products collected a net $14.2 billion in June. Among active taxable strategies exclusively, demand prevailed for Corporate High Quality (+$3.0 billion) and Corporate Intermediate Maturity (+$2.3 billion) offerings. Monthly net redemptions from Money-Market funds totaled $18.4 billion during the month.