Lipper 2014 Q2 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 08 Jul 2014, by Lipper Staff
During the second quarter mutual funds and ETFs both had solid net inflows with equities taking in $49 billion net as the market grinned higher helping to bolster investor confidence that the 2013 rally was sustainable. U.S. taxable mutual funds also had positive net inflows of $35 billion following Q1 net inflows of $37 billion. Municipal bonds mutual funds were positive for the second consecutive quarter with $5 billion in net inflows. Money markets had a negative outflow of -$60.4 billion as investors appeared to be putting cash to work in taxable fixed income, muni and equity products.

Lipper 2014 Q1 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 16 Apr 2014, by Lipper Staff
Fund flows were positive during the first quarter of 2014 with $105.1 billion of net inflows going into mutual funds and $12.9 billion of net inflows into ETFs. Despite the market volatility during the period, net inflows into mutual funds significantly increased relative to the fourth quarter of 2013 which witnessed $41 billion in net positive flows. The fourth quarter saw $45 billion going into ETFs. Equity flows were positive in the U.S. diversified and sector equity segments with world equity funds leading the way amongst the broader categories. Taxable fixed income flows were positive at a combined $43.6 billion for the first time in three quarters. The municipal bond sector also witnessed positive net inflows for the first time in three quarters with $1.9 billion entering the category as investors appeared attracted to their higher yields. Money market funds witnessed $85 billion in net outflows.

Lipper 2013 Q4 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 10 Jan 2014, by Lipper Staff
Investors continued to strongly embrace both mutual funds and ETFs in both the fourth quarter and for the full year 2013 with positive net inflows. Barry Fennell details how fund investors favored international equity and select sector equity funds with positive flows while shunning most taxable fixed income and municipal bond products.