Home Logon FTA Investment Managers Blog Subscribe About Us Contact Us

Search by Ticker, Keyword or CUSIP       
 
 
 
Blog Home
Bob Carey
Chief Market Strategist
Bio
X •  LinkedIn
 

  Passive vs. Active Fund Flows
Posted Under: Conceptual Investing
Supporting Image for Blog Post

 
View from the Observation Deck
 
  1. Investors directing capital into mutual funds and exchange traded funds (ETFs) continued to favor passive investing over active management on a massive scale for the 12-month period ended 5/31/19.    
  2. Passive mutual funds and ETFs reported estimated net inflows totaling $461.6 billion, compared to estimated net outflows totaling $337.9 billion for those actively managed.  
  3. The three asset classes garnering the largest amount of net inflows in the period were Taxable Bond, U.S. Equity and Municipal Bond at $175.3 billion, $49.3 billion and $43.2 billion, respectively. 
  4. The only active category garnering more interest from investors than their passive counterpart via net inflows was Municipal Bond. 
  5. Flows to International Equity funds have stalled so far in 2019. Net inflows to this category totaled $239.4 billion in 2017 and $87.9 billion in 2018, according to Morningstar.   
  6. We intend to monitor net flows moving forward.

This chart is for illustrative purposes only and not indicative of any actual investment.

Download a PDF of this post, please click here.
Posted on Thursday, June 20, 2019 @ 2:16 PM • Post Link Print this post Printer Friendly

These posts were prepared by First Trust Advisors L.P., and reflect the current opinion of the authors. They are based upon sources and data believed to be accurate and reliable. Opinions and forward looking statements expressed are subject to change without notice. This information does not constitute a solicitation or an offer to buy or sell any security.
Search Posts
MARKET ANALYSIS
Market Commentary and Analysis
Market Commentary Video
Monthly Talking Points
Quarterly Newsletter
Market Observations
Subscribe To Receive Email
 


 PREVIOUS POSTS
How Mutual Fund Investors Have Positioned Their Capital This Millennium
Individual Investors Are Not Very Bullish On Stocks Now And That Isn’t Necessarily Bad
How Bonds Have Fared Since 10/9/07
The Only Constant Is Change
Sector Performance Via Market Capitalization (Since Steel/Aluminum Tariffs Enacted)
Same Old Song and Dance
A Case For Investing In Two Basic Necessities
How Equity REITs Have Fared Since 7/8/16
A Snapshot Of The Rally In The U.S. Dollar
Tracking The Retail Investor’s Appetite For High Yield Corporate Bonds
Archive
Skip Navigation Links.
Expand 20242024
Expand 20232023
Expand 20222022
Expand 20212021
Expand 20202020
Expand 20192019
Expand 20182018
Expand 20172017
Expand 20162016
Expand 20152015
Expand 20142014
Expand 20132013
Expand 20122012
Expand 20112011

Search by Topic
Skip Navigation Links.

 
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, First Trust is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial professionals are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Follow First Trust:  
First Trust Portfolios L.P.  Member SIPC and FINRA. (Form CRS)   •  First Trust Advisors L.P. (Form CRS)
Home |  Important Legal Information |  Privacy Policy |  California Privacy Policy |  Business Continuity Plan |  FINRA BrokerCheck
Copyright © 2024 All rights reserved.