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: 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.
   
Monthly Highlights: February 2017      3/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $79.4 billion in February, an increase from the $58 billion in net new flows seen in January. Passive strategies continued to lead demand among long-term funds with inflows of $65.6 billion (including $43.5 billion to ETPs). Active long-term funds reversed the aggregate outflows they had experienced in recent months with net deposits of $13.8 billion in February, compared to $13.8 billion in net redemptions in January.
   
Monthly Highlights: January 2017      2/15/2017
  Long-term mutual funds and ETPs experienced net deposits of $58.1 billion in January, a significant improvement over the $5.6 billion in net deposits seen in December. Passive strategies continued to lead demand among long-term funds with inflows of $71.9 billion (including $39.2 billion to ETPs). While actively managed funds experienced aggregate net redemptions of $13.7 billion, these outflows were much less severe than the $63 billion in outflows actively managed long-term funds experienced in December.