Search Results for: active fund

Active vs. Passive Fund Flows Strong inflows into passive funds, while active funds continue to experience outflows. Image: J.P. Morgan

Passive Equity and Bond Funds vs. Active Equity and Bond Funds The popularity of passive investing through ETFs and index mutual funds has grown significantly since 2010. Image: Financial Times

Flows into ETFs and Mutual Funds (Passive vs. Active) Mutual funds exhibit persistent outflows explained by aging and fees, while inflows into ETFs continue to rise. Image: Arbor Research & Trading LLC

U.S. Domiciled Funds: Active vs. Passive Record passive inflows suggest passive equity funds will surpass active in the coming years. Image: BofA Merrill Lynch US Equity & US Quant Strategy

Passive Equity Fund Assets vs. Active Record passive inflows suggest passive equity funds will surpass active by 2022. Image: BofA Merrill Lynch

U.S. Active vs. Passive Fund Net Flows Active mutual funds exhibit persistent outflows, while inflows into index-tracking U.S. mutual funds and ETFs continue to rise. Image: Bloomberg

Cumulative Net Flows into Passive and Active Equity Funds since 2005 Here is the cumulative net flows into passive and active equity funds from 2005 to 2019. Passive is indexes & ETFs. Until active equity funds drop fees, it will certainly continue.

Dedicated Emerging Market Funds – Market Share EM ETF market share is at a record low, while long-term valuations are attractive. Image: Topdown Charts

Fed Funds Rate Leads Money-Market Fund Inflows The chart suggests that Fed funds rate leads money-market fund inflows by two years. Money-market fund inflows stop when risk becomes attractive again. Image: Oxford Economics, Macrobond

Active Equity Managers Still Underperform This chart shows the low percentage of active funds that outperformed and how difficult it really is to beat the market over time. You may also like “The Rise of Passive Investing.” Image: PIMCO