Tag: Investment analytics

Bond Funds Still Golden in March

U.S. investors poured $47.5 billion into mutual funds in March, bringing total net inflows for the first quarter to $125.2 billion, Morningstar reported.

ETFs Enjoy March Inflows of $20B

Investors plowed $19.7 billion into exchange-traded funds (ETFs) in March, helping to push total net inflows for the ETF industry to $7.7 billion for the first quarter of 2010, Morningstar reported.

Fund Flows Pick Up Steam in Q110

During the 12 months since stock markets bottomed in March 2009, worldwide bond and stock mutual fund net inflows eclipsed $1 trillion, about half of which was garnered in the U.S.

ETFs Pull in Nearly $8B in Q110

Strategic Insight (SI) said exchange-traded funds (ETFs) experienced roughly $7.7 billion of aggregate net inflows during the first quarter of 2010.

DC Participants Sought More Risk in 2009

Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure to risky assets.

Ridgeworth Investments Offers Mid-Cap Education

RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long time periods.

Investors Don’t Flock to Stocks

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to their equity positions during the subsequent rebound, according to research by Vanguard.

ETFs Continue Growth in 2009

U.S. exchange-traded funds (ETFs) closed out 2009 with $785 billion in assets, up from roughly $533 billion at the end of 2008, according to Morningstar Fund Flows and Investment Trends.

Global Mutual Funds Make Turnaround in 2009

Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.

ETFs Didn't Fare Well in January

Following strong inflows in 2009, U.S. exchange-traded-fund (ETF) flows dipped into the red to kick off 2010, with $16.7 billion in net outflows in January, according to estimates from Morningstar, Inc.