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 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.
   
Monthly Highlights: July 2017      8/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $41.2 billion in July, down from the $62.6 billion in net new flows seen in June. Passive strategies led net flows among long-term funds at $40.1 billion (including $24.3 billion to ETPs), while active funds saw only $1.1 billion in net inflows.
   
Monthly Highlights: June 2017      7/18/2017
  Long-term mutual funds and ETPs experienced net deposits of $62.6 billion in June, a slight decrease from the $65.4 billion in net new flows seen in May. Passive strategies led net flows among long-term funds at $55.6 billion (including $42.6 billion to ETPs), while active funds saw $7.0 billion in net inflows.