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  Passive vs. Active Fund Flows
Posted Under: Conceptual Investing

 
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 9/30/18.   
  2. Passive mutual funds and ETFs reported net inflows totaling $510.1 billion, compared to net outflows totaling $58.8 billion for those actively managed.
  3. The two asset classes garnering the largest amount of net inflows for the 12-month period ended 9/30/18 were Taxable Bond at $279.2 billion and International Equity at $146.2 billion. 
  4. The two active categories garnering more interest from investors than their passive counterparts were Municipal Bond and Commodities.   
  5. We intend to monitor net flows moving forward.

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

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Posted on Thursday, November 15, 2018 @ 1:33 PM • Post Link Share: 
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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.
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