Page 2 - Flows Commentary News Today

Editors note: This is adapted from the Morningstar Direct U.S. Asset Flows Commentary for March 2021. Download the full report here. Surging equity markets attracted a wave of capital from an already bullish investor base. Long-term mutual funds and exchange-traded funds took in $156 billion during March, surpassing the $144 billion record established in February 2021. Exchange-traded funds, most of which are passively managed, raked in a record $98 billion. Open-end mutual funds pulled in ro...

Editors note: This is adapted from the Morningstar Direct U.S. Asset Flows Commentary for February 2021. Download the full report. Rising interest rates and a swing in equity market leadership during February seemed to invigorate investors rather than scare them off. Long-term mutual funds and exchange-traded funds took in a record $144 billion in February, surpassing the previous mark of $132 billion set in January 2018. ETFs collected roughly $92 billion, driven by a move into passive equit...

Editors note: This is adapted from the Morningstar Direct U.S. Asset Flows Commentary for January 2021. Download the full report. While the performance of most major asset classes took a step back in January 2021 following a stellar 2020, investor preferences remained largely consistent. Long-term mutual funds and exchange-traded funds picked up $95 billion in new assets, marking the 10th consecutive month of inflows since the $326 billion exodus from those funds in March 2020. Most of Januar...

Editors note: This is adapted from the Morningstar Direct U.S. Asset Flows Commentary for December 2020. Download the full report. December capped a wild year in markets and fund flows. Equities sold off sharply in 2020s first quarter, but the S&P 500 rallied to close at a record high on Dec. 31. Actions by the Federal Reserve midyear helped shore up bond markets. Amid the upheaval, investors appeared to rebalance away from equities and toward bonds in record numbers, often eschewing open-end...

Editors note: This is adapted from the Morningstar Direct U.S. Asset Flows Commentary for November 2020. Download the full report. During an eventful November that included the closely contested U.S. elections, progress on coronavirus vaccines, and the Dow Jones Industrial Average closing above 30,000 for the first time, investors plowed $112 billion into long-term mutual funds and exchange-traded funds. That was the second-largest monthly tally behind January 2013s $117 billion and the most ...