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Lipper Weekly U.S. Fund Flows Video Series – April 16, 2014

Published on 22 Apr 2014, by Tom Roseen
Fund investors, for the fourth week in five, were redeemers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), redeeming a net $34.4 billion for the week. The headline numbers, however, were slightly deceiving. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

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 Weekly U.S. Fund Flows Video Series - March 19, 2014

Published on 21 Mar 2014, by Tom Roseen
For the first week in four, fund investors were net redeemers of fund assets for the week ended March 19, 2014, redeeming a net $16.1 billion. However, the headline numbers were misleading. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - March 5, 2014

Published on 07 Mar 2014, by Jeff Tjornehoj
Ukraine News and US Unemployment Data Don't Deter Equity Mutual Fund Investors.

Lipper Weekly U.S. Fund Flows Video Series - February 19, 2014

Published on 21 Feb 2014, by Tom Roseen
For the second week in three, fund investors were net redeemers of fund assets, with money market funds (-$43.1 billion) handing back the lion's share. Equity and bond fund investors kept the pedal to the metal and were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]) for the second consecutive week, taking in a combined $14.8 billion. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - February 12, 2014

Published on 14 Feb 2014, by Tom Roseen
Investors embraced reassuring comments from new Federal Reserve Chair Janet Yellen, upward revision by the Bank of England in its economic growth forecast, and a stronger-than-anticipated Chinese export report, injecting a net $11.4 billion into the conventional funds business (ex-ETFs) for the week ended February 12, 2014. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - JANUARY 29, 2014

Published on 31 Jan 2014, by Lipper Staff
Pat Keon talks about this week's fund flows data and discusses the $5.7 billion of net outflows for the week ended January 29, 2014.

Lipper Weekly U.S. Fund Flows Video Series – January 15, 2014

Published on 17 Jan 2014, by Tom Roseen
Investors redeemed $8.1 billion from the conventional funds business for the week ended January 15, 2014, but the headline numbers don't tell the whole story. Watch the following Lipper U.S. Fund Flows podcast to see how things really shook out this week in the fund industry.

Lipper Weekly U.S. Fund Flows Video Series - January 8, 2014

Published on 10 Jan 2014, by Jeff Tjornehoj
The Dow Jones Industrial Average finished the flows week ended Wednesday, January 8, at 16,462—about 114 points lower—for a poor finish to the first flows week of the New Year. Perhaps most troubling was equity funds’ unfortunate start: the first week of 2013 saw over $18 billion of net inflows flood the coffers of equity mutual funds and exchange-traded funds (ETFs). This past week’s take was just $1.9 billion net and suggested that investors are skeptical about last year’s rally flowing into 2014. Equity mutual fund investors stayed in the game and accounted for all of the past week’s inflows into equity products. ETF investors had tiny net outflows of $2.5 million.

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.

Lipper Weekly U.S. Fund Flows Video Series - December 18, 2013

Published on 20 Dec 2013, by Jeff Tjornehoj
Jeff Tjornehoj talks about this week's flows data and cautions about reading results too closely in light of substantial end-of-year distributions.

Lipper Weekly U.S. Fund Flows Video Series - December 11, 2013

Published on 13 Dec 2013, by Jeff Tjornehoj
The Dow Jones Industrial Average finished well off its recent highs near 16,100 to end the flows week ended December 11, 2013, at 15,843—a nearly five-week low. Next week’s Federal Open Market Committee meeting could be pivotal with respect to tapering developments. Equity mutual funds saw outflows while equity ETFs saw inflows.

Lipper Weekly U.S. Fund Flows Video Series - December 4, 2013

Published on 06 Dec 2013, by Tom Roseen
Despite the DJIA and S&P 500 witnessing four consecutive down days for the week ended December 4, fund investors were net purchasers of fund assets for the third consecutive week, injecting $31.2 billion into fund coffers. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - November 20, 2013

Published on 22 Nov 2013, by Jeff Tjornehoj
Jeff Tjornehoj briefly talks about the week's light flows activity.

Lipper Weekly U.S. Fund Flows Video Series - November 13, 2013

Published on 15 Nov 2013, by Tom Roseen
Mutual fund investors were net redeemers of fund assets in the week ended November 13, 2013, for the first week in four, handing back about $2.4 billion. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - November 6, 2013

Published on 08 Nov 2013, by Tom Roseen
Against a somewhat more subdued backdrop, mutual fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), contributing a net $3.3 billion for the week ended November 6. More conservative asset classes contributed to the positive net inflows with money market funds taking in $5.0 billion. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - October 23, 2013

Published on 25 Oct 2013, by Tom Roseen
In the midst of this record high week, fund investors put the pedal to the metal and were net purchasers of fund assets (including conventional funds and exchange-traded funds [ETFs]), which took in a net $65.6 billion for the week ended October 23. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - September 25, 2013

Published on 27 Sep 2013, by Tom Roseen
Shrugging off five consecutive days of decline from the S&P 500--its longest losing streak this year--fund investors continued to pad the coffers of equity funds. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - September 11, 2013

Published on 13 Sep 2013, by Tom Roseen
Mutual fund investors were net purchasers of fund assets (including conventional funds and exchange-traded funds [ETFs]), injecting a net $25.4 billion for the week ended Wednesday, September 11. The embattled municipal bond funds macro-group witnessed the only net redemptions, handing back some $1.9 billion, while money market funds had net inflows of $13.2 billion, equity funds took in some $12.8 billion, and taxable bond funds saw net inflows of $1.3 billion. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - August 28, 2013

Published on 30 Aug 2013, by Tom Roseen
Money market funds were the big winners in the week ended Wednesday, August 28, seeing net inflows of more than $5 billion, while other fund categories saw net redemptions. Investors were given many reasons to pull back on the reins: technical glitches on the NASDAQ, news of the federal debt ceiling and turmoil in Syria. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - August 14, 2013

Published on 16 Aug 2013, by Tom Roseen
The week ended Wednesday, August 14 saw some optimistic economic indicators amid continuing nervousness regarding the Fed's bond-buying program. Mutual fund investors were net purchasers, injecting a net $6.7 billion for the week, but municipal bond funds remained out of favor. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - August 7, 2013

Published on 09 Aug 2013, by Jeff Tjornehoj
The Dow Jones Industrial Average dipped to 15,470 from 15,499 in the week ended Wednesday, August 7, but investors maintained their fascination with equity mutual funds, making some of the heaviest commitments to their accounts so far this year. During the week, $3.97 billion of net new money was added to mutual funds in the sector and equity exchange-traded fund (ETF) received $2.31 billion. However, investors’ tastes differed regarding types of equity investments, with mutual fund investors preferring small-cap stock funds and ETF investors favoring mid-caps. iShares Core S&P Mid-Cap ETF (IJH), with $2.17 billion flooding its coffers, recorded its highest weekly inflows ever. Meanwhile, bond fund investors had very dissimilar views.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - JULY 31, 2013

Published on 02 Aug 2013, by Tom Roseen
For the week ended July 31, only equity fund investors kept their foot on the pedal, injecting a net $6.6 billion into the funds business (including conventional funds and exchange-traded funds [ETFs]), while taxable bond funds witnessed net redemptions of just shy of $1.0 billion, money market funds handed back some $5.9 billion, and municipal bond funds took another beating, experiencing net outflows of $2.2 billion. In total, investors were net redeemers for the week, withdrawing a little less than $3.4 billion.

Lipper Weekly U.S. Fund Flows Video Series - July 24, 2013

Published on 26 Jul 2013, by Tom Roseen
Money market funds handed back some $12.7 billion net for the week (their first weekly redemption in five), and municipal bond funds bled assets (for the ninth consecutive week), succumbing to net outflows of $1.2 billion. With the large money market redemptions swamping the inflows to both equity funds and taxable bond funds, investors were net redeemers for the week, withdrawing a little less than $4 billion. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper 2013 Q2 Preliminary U.S. Fund Flows Review WebEx Replay

Published on 09 Jul 2013, by Matthew Lemieux
Matthew Lemieux reviews preliminary mutual fund flow numbers for the second quarter 2013 in this WebEx replay. Overall, U.S. conventional mutual funds posted net inflows of $30.8 billion, as flows into equity funds (+$34.9 billion net) kept the larger group in the black for the quarter. Taxable bond investors were pushed back on their heels as they redeemed roughly $16.8 billion after the Federal Reserve announce they may soon look into tapering their asset-purchases, sending Treasury rates up to levels not seen since 2011. Municipal bond funds followed suit as they also pulled nearly $17 billion from their accounts. Exchange-traded funds (ETFs) continued to draw assets, posting $10.4 billion for the same period. Money market funds ended the quarter with net outflows of $13.1 billion.
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