Investors Flee U.S. Equity Funds, Run Into Arms of International Fare
February was a tough month for fund flows in general.
Alina Lamy
Alina Lamy is a senior analyst on the quantitative research team at Morningstar.
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New Year, Not-So-New Trends in Fund Flows
January fund flows set a new monthly record with taxable bond funds continuing to dominate.
Funds Receive Record Inflows in 2017
Despite an ongoing U.S. stock market rally, investors favored taxable-bond and international-equity funds last year.
Despite Ongoing Stock Market Rally, Fund Investors Cling to Bonds
Taxable bond funds enjoyed the greatest inflows in November while U.S. equity funds remained in redemption.
Investors Embrace U.S. Stocks, Sort Of
U.S. equity funds saw inflows in October, but those flows were still well behind those going to international-equity and taxable bond.
Investors Prefer Bonds
Taxable bond funds remained popular last month, and the sector equity category group took a surprising second place.
Investors Shy Away from Equities, Embrace Bonds in August
Large growth, large value, and high yield weren't among the cool kids in August.
No Summer Break for Taxable Bond, International Equity Funds
U.S. stock funds suffered outflows in July, due largely to redemptions from actively managed funds.