Refinitiv Lipper

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the sixth week in seven, injecting a net $3.8 billion for Refinitiv Lipper’s fund-flows...

Despite heightened COVID-19 caseloads and hospitalizations in the U.S., growing inflationary concerns, and a decline in consumer confidence, the average equity fund posted a 2.00% return in...

Investors were overall net redeemers of fund assets (including those of conventional funds and ETFs) for the first week in six, withdrawing a net $1.1 billion for Refinitiv Lipper’s fund-flows...

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the fourth consecutive week, injecting a net $33.0 billion for Refinitiv Lipper’s...

As investors slowly rotate out of the stay-at-home and tech stocks, out-of-favor issues have gained momentum. Year-to-date through the period ended Aug. 5, 2021, the average equity fund has posted a...

Investors were overall net purchasers of fund assets (including those of conventional funds and ETFs) for the second consecutive week, injecting a net $2.1 billion for Refinitiv Lipper’s...

U.S. investors pushed equity funds to their fifth consecutive quarter of plus-side performance in Q2 2021 as they focused on the reopening of global economies, a commitment by the Federal Reserve...

Despite the 10-year Treasury yield rising seven basis points (bps) from 1.50% to 1.57% for the Refinitiv Lipper fund-flows week ended June 16, 2021, investors continued to inject net new money into...

Despite the Federal Reserve’s general stance that inflationary pressures will only be transitory, over the last few months signs that the economy is heating up have caused investors to take some...

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...