Ryan Jackson, CFA

More From Ryan Jackson

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.

Adam Sabban May 17, 2022

Turbulent Markets Spark ETF Outflows in April

U.S. ETFs endure their first month of outflows since 2019 as stocks and bonds both retreat.

Ryan Jackson, CFA May 3, 2022

Why Schwab U.S. Dividend Equity ETF Is a Good Investment

This fund maintains a low-cost portfolio of durable dividend stocks, says Morningstar's analyst.

Ryan Jackson, CFA Apr 25, 2022

Weakest Quarter for Fund Flows in 2 Years

Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.

Adam Sabban Apr 19, 2022

ETFs Close a Turbulent Quarter With Strong Inflows

U.S. stocks found their footing, bonds backpedaled, and commodities ETFs continued to cruise in March.

Ryan Jackson, CFA Apr 1, 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.

Adam Sabban Mar 17, 2022

More Market Turmoil Doesn't Deter ETF Investors in February

Exchange-traded funds hauled in $69.5 billion in a turbulent February.

Ryan Jackson, CFA Mar 1, 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.

Adam Sabban Feb 17, 2022

U.S. Fund Flows January 2022

Adam Sabban Feb 16, 2022

ETF Flows Cool Off as Stocks Stumble Out of the Gate

Tepid ETF flows accompanied turbulent markets in January.

Ryan Jackson, CFA Feb 1, 2022

Should You Buy Commodity Producer ETFs?

Direct commodity ETFs are a more attractive way to get exposure.

Ryan Jackson, CFA Feb 1, 2022

U.S. Fund Flows Smashed Records in 2021

Investors embraced passive funds and tried to counter inflation.

Adam Sabban Jan 19, 2022

ETFs Cap Off Another Record Year of Flows With a Stellar December

2021 was a year of milestones for exchange-traded funds.

Ryan Jackson, CFA Jan 3, 2022

Existing Trends in U.S. Fund Flows Hold in November

Equity and fixed-income funds experience modest flows for the month.

Adam Sabban Dec 16, 2021

Markets End November on a Low Note, but ETFs Stack Inflows

ETFs hauled in $73.1 billion of fresh inflows despite markets' sour end to November.

Ryan Jackson, CFA Dec 1, 2021

Investors Return to U.S. Equity Funds in October

Flows into U.S. equities ramp up but remain subdued elsewhere.

Adam Sabban Nov 17, 2021

ETF Flows Keep Rolling in as Stocks Rebound in October

ETFs continued to drum up flows as investors kept an eye toward inflation last month.

Ryan Jackson, CFA Nov 1, 2021

U.S. Fund Flows Cool Down in September

Investors press pause as markets turn south.

Adam Sabban Oct 15, 2021

September ETF Inflows Hold Steady Amid Inflation, Interest-Rate Uncertainty

A turbulent month in the markets doesn't throw ETF investors off course.

Ryan Jackson, CFA Oct 5, 2021

Investors Turn to Foreign Stocks in August

International-equity fund flows remain strong.

Adam Sabban Sep 17, 2021

Why Funds Die

A closer look at the traits associated with funds that have shut down in recent years.

Daniel Sotiroff Sep 15, 2021

ETF Investors Stuck to the Script in August

Plain-vanilla, broadly diversified index funds continued to attract healthy flows last month.

Ryan Jackson, CFA Sep 2, 2021

Consider Your Active Risk With Strategic-Beta Funds

These funds bet against the broad market with varying degrees of conviction.

Ryan Jackson, CFA Aug 31, 2021

ETFs Set Annual Flows Record--in July

ETF flows cruise past the 2020 record just seven months into the year.

Ryan Jackson, CFA Aug 3, 2021

Halfway Through 2021, ETFs Are on Pace for Another Record Year

ETFs look poised to shatter last year's flows records.

Ryan Jackson, CFA Jul 1, 2021

The Advantages and Disadvantages of Active Stock ETFs

The differences between active open-end funds and ETFs may look trivial at first blush but can carry important consequences.

Ryan Jackson, CFA Jun 8, 2021

Markets and ETF Investors Plow Forward in May

Markets scraped forward while stock ETFs continued to haul in new money.

Ryan Jackson, CFA Jun 1, 2021

More Money Flows Into Stock ETFs So Far This Year Than in All of 2020

Rich stock valuations don't deter exchange-traded fund investors in April.

Ryan Jackson, CFA May 4, 2021

Big March Inflows Make the First Quarter One for the ETF Record Books

Investors continue to pour into stock ETFs, and Vanguard extends its streak atop the flows standings.

Ryan Jackson, CFA Apr 1, 2021

Small-Cap Multifactor Funds Pick Up Speed

There's a case to be made for these funds.

Ryan Jackson, CFA Mar 16, 2021

Ryan Jackson, CFA, is a former senior analyst, passive strategies, for Morningstar.*

Before assuming his current role, Jackson served as a customer support representative for Morningstar Direct.

Jackson graduated with a bachelor's degree in finance from the University of Wisconsin-Madison in 2019. He also holds the Chartered Financial Analyst® designation.

Follow him on Twitter @TheETFObserver.

*Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc.