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: 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.
   
Monthly Highlights: May 2017      6/16/2017
  Long-term mutual funds and ETPs experienced net deposits of $66.3 billion in May, an increase from the $50.5 billion in net new flows seen in April. Passive strategies led net flows among long-term funds at $51.2 billion (including $26.7 billion to ETPs), while active funds saw $15.0 billion in net inflows.
   
Monthly Highlights: April 2017      5/16/2017
  Long-term mutual funds and ETPs experienced net deposits of $50.6 billion in April, a decline from the $67.3 billion in net new flows seen in March. Passive strategies accounted for April's positive net new flows at $51.8 billion (including $34.2 billion to ETPs). Active long-term funds experienced $1.2 billion in net outflows in April.
   
Monthly Highlights: March 2017      4/14/2017
  Long-term mutual funds and ETPs experienced net deposits of $75.4 billion in March, slightly down from the $79.4 billion in net new flows seen in February. Passive strategies accounted for nearly all of March's net new flows at $75.4 billion (including $44.2 billion to ETPs). Active long-term funds experienced $90 million in net outflows in March and $102 million in outflows over the first quarter.