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Asset Flows Increase Heading Into The Second Quarter

Morningstar, Inc. recently published their report about U.S. asset flows for March 2018.

The report details increased flows in equity passive funds but decreased flows in active funds.

Key points include:

In March, investors pulled $10.5 billion out of U.S. equity passive funds, an increase of $2.1 million from the month prior. Active funds saw an increase in assets of  $6.7 billion compared to the previous month.

To give perspective, U.S. equity funds haven’t had months with consecutive outflows since September-October 2009.

Taxable-bond funds provided a safe haven in March as interest rates fell a bit and investors funneled nearly $16 billion into them, nearly 4 times the prior month’s inflows.

The full report can be found here.

Read 1662 times Last modified on Wednesday, 09 May 2018 13:18
Wednesday, 09 May 2018 12:55

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