Refinitiv Lipper

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second week in a row. They injected a net $25.8 billion for Refinitiv Lipper’s...

Home country investment bias has been written about in behavioral finance segments for years. A home country bias infers investors prefer local investments because they feel more familiar with the...

U.S. investors pushed equity funds to their fourth consecutive quarter of plus-side performance in Q1 2021. Investors embraced the $1.9 trillion stimulus package signed into law by President Joseph...

A third round of stimulus payments, improving COVID-19 vaccine distributions, and talks of a $2.3 trillion infrastructure package pushed the broad-market indices to their fourth consecutive month of...

Exchange-traded funds attracted some $84.8 billion for the month of February. Equity ETFs took in the lion’s share, drawing a net $78.2 billion for the month, followed by bond ETFs (+$8.1...

The average equity fund (including ETFs) just managed to stay in positive territory for January, posting a 0.28% return for a third consecutive month of plus-side performance. With investors beginning...

Despite the global turmoil brought on by COVID-19, from a mutual fund and ETF performance perspective, 2020 was a strong year. The average equity and taxable fixed income fund posted a 15.63% and...

Despite a horrible first quarter in 2020, when the average equity and fixed income fund (including ETFs) lost 22.33% and 4.56%, respectively, both asset classes were able to finish the year on strong...

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fourth week in a row. They injected $8.7 billion for Refinitiv Lipper’s fund-flows...

Markets have displayed some bipolar behavior after Moderna (NASDAQ:MRNA) and Pfizer/BioNTech announced encouraging late-stage trial results for their COVID-19 vaccines over the last few weeks. Both...

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the first week in 14. They injected $27.7 billion for Refinitiv Lipper’s fund-flows week...

Since the COVID-related market meltdown in March, equity funds (including ETFs) have continued to suffer net outflows despite the average equity fund moving into positive territory and posting a...

Bond funds (including ETFs) witnessed their first week of net outflows in 25 for the Refinitiv Lipper fund-flows week ended September 30, 2020, handing back a net $1.1 billion. While investors...

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $16.0 billion for the fund-flows trading week ended Wednesday, September 23. Funds have now seen...

Refinitiv Lipper’s fund asset groups (including both mutual funds and ETFs) had net outflows of $45.7 billion for the fund-flows trading week ended Wednesday, September 16. Money market funds...

Convertible Securities (CV) Funds, an often-ignored classification in the mixed-assets funds space, have been on a tear in 2020. Given the stingy bond yields in the market and the red-hot stock market...