U.S. Fund Flows: April Inflows Do Little to Reverse Sluggish Start to Year
Investors retreated from most category groups.
Adam Sabban
Adam Sabban is a senior manager research analyst, equity strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before joining Morningstar in 2019, Sabban spent over five years working at a New York/New Jersey-based Registered Investment Advisor, where he conducted investment research and managed portfolios for high-net-worth families.
Sabban holds a bachelor’s degree in economics from Rutgers University. He also holds the Chartered Financial Analyst® designation.
Latest
U.S. Fund Flows: Widespread Outflows Defined March
Investors fled stock funds for safer choices.
Apr 18, 2023
U.S. Fund Flows: Momentum Stalls in February
Bond-fund flows stayed positive, but U.S. equity funds remained weak.
Mar 16, 2023
U.S. Fund Flows: January Kicks Off 2023 in Positive Territory
Investors returned to fixed-income and international-equity funds.
Feb 16, 2023
3 Funds Leaning Into Struggling Growth Stocks
These managers did what Warren Buffett suggested: They were greedy when others were fearful.
Jan 30, 2023
U.S. Fund Flows: Investors Bail in 2022
Funds suffered their first calendar year of outflows since Morningstar started tracking, a total of $370 billion.
Jan 17, 2023
U.S. Fund Flows: Investors Continued to Pull Back in October
Sentiment improved as equity markets rallied, but outflows persisted.
Nov 22, 2022
U.S. Fund Flows: Investors Pull Back in September
Tumbling equity markets and declining bond prices drove some investors to the exits.
Oct 17, 2022
U.S. Fund Flows Turn Positive in August but Remain Weak
Taxable-bond and sector-equity funds bounce back.
Sep 20, 2022
June Cements a Negative Quarter for U.S. Fund Flows
Investors fled bond funds amid market turmoil.
Jul 18, 2022
What's Wrong With T. Rowe Price Blue Chip Growth?
Change is afoot at this large growth fund. Here's what Morningstar's analyst has to say about it.
Jul 12, 2022
Funds See Their First Overall Outflows Since March 2020
Long-term mutual funds and exchange-traded funds shed $89 billion in April 2022, marking the first such overall outflow since March 2020.
May 17, 2022
Why T. Rowe Price New Horizons Remains a Top Growth Fund
The small- and mid-cap growth fund should continue to generate great results, says Morningstar's analyst.
Apr 19, 2022
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
Apr 19, 2022
U.S. Equity Funds Led All Fund Flows in February
Investors bought U.S. equity funds and sold bond funds against a backdrop of the Russian invasion of Ukraine.
Mar 17, 2022
5 Great Active Equity Funds for Taxable Accounts
A variety of strategies can operate tax-efficiently.
Feb 25, 2022
Investors Flee Bond and U.S. Equity Funds in January
Bond and U.S. equity funds endure outflows as investors brace for interest-rate hikes.
Feb 17, 2022
U.S. Fund Flows Smashed Records in 2021
Investors embraced passive funds and tried to counter inflation.
Jan 19, 2022
Existing Trends in U.S. Fund Flows Hold in November
Equity and fixed-income funds experience modest flows for the month.
Dec 16, 2021
Investors Return to U.S. Equity Funds in October
Flows into U.S. equities ramp up but remain subdued elsewhere.
Nov 17, 2021