Trending...
- From Real Estate to Reel Power: H.L Woods Carves His Legacy as a Cutting-Edge Visionary Filmmaker
- SacraPod Suites Unveils AI-Powered 'Work + Rest' Smart Hospitality Model for Retrofitting Underused Motels Across the U.S
- Airwavz Solutions Appoints Monte Dube to Market Advisory Board to Strengthen Healthcare Wireless Strategy
CHICAGO, Jan. 20, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for the full-year and December 2020. For the full year, long-term mutual funds and ETFs gathered $212 billion, which was below the $356 billion average annual inflow from 2010 through 2019. In December, long-term mutual funds and ETFs collected more than $86 billion—the second-largest monthly gain in 2020 behind November's $111 billion.
Morningstar's report about U.S. fund flows for the full-year and December 2020 is available here. Highlights from the report include:
To view the complete report, please click here.
More on illi News
The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed outside the scope of this press release; (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar's Manager Research Group's current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's or separately managed account's underlying securities' creditworthiness. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.
More on illi News
©2021 Morningstar, Inc. All Rights Reserved.
MORN-R
Media Contact:
Rebecca Rogalski, +1 312 244-7771 or [email protected]
SOURCE Morningstar, Inc.
Related Links
http://www.morningstar.com
Morningstar's report about U.S. fund flows for the full-year and December 2020 is available here. Highlights from the report include:
- ETFs posted calendar-year record inflows of $502 billion, with taxable-bond ETFs collecting the most of any category group at nearly $195 billion in 2020. Meanwhile, mutual funds saw a record $289 billion of outflows in 2020, yet their $18.2 trillion of total assets at year's end was more than three times the total assets of ETFs.
- Looking at category groups, U.S. equity funds' $241 billion of outflows for the year was four times the previous record of $58 billion set in 2015. Large-growth equity funds had $66 billion of outflows in 2020, marking their 17th consecutive year of outflows.
- Taxable-bond funds collected $73 billion of inflows in December and a record $441 billion for the year. The Federal Reserve bought high-yield and corporate bond funds midyear to support the fixed-income market, and its actions helped both categories garner record inflows in 2020 of $54 billion and $52 billion, respectively.
- Commodities funds drew a record $37.6 billion in 2020 as investors added gold and silver to their portfolios through ETFs such as SPDR Gold shares amid economic and social turmoil.
- Vanguard led all fund families in 2020 with nearly $141 billion of inflows. Dimensional Fund Advisors saw the most outflows in 2020 at $37 billion. In December, Vanguard saw $25.2 billion of inflows, the second-most for the year behind the $42.7 billion of inflows in January 2020.
To view the complete report, please click here.
More on illi News
- READY FOR NEW BUILDS – Pond & Waterfall Construction Season Starts Now!
- Generic Trade Marks 15 Years of Leveling the Trading Field for all Futures Traders
- HeyGears Achieves Breakthrough in Multi-Material Resin 3D Printing, Overcoming Bottlenecks in Dental Manufacturing
- Levata Acquires Logiscenter to Accelerate Growth in Enterprise IT and Data Capture Solutions
- Smart Resnse Unveils Smart Resnse(SRMS) Token-Powered AI Orchestration Platform to Revolutionize Multi-Billion Dollar Market
The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed outside the scope of this press release; (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $215 billion in assets under advisement and management as of Sept. 30, 2020. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.
Morningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar's Manager Research Group's current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Analyst Ratings are not guarantees nor should they be viewed as an assessment of a fund's or a fund's or separately managed account's underlying securities' creditworthiness. This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or solicitation to buy or sell the securities or to invest in accordance with that strategy.
More on illi News
- Josh and Heidi Follow Up the Much Anticipated and Successful Launch of the "Spreading the Good BUZZ" Podcast with a Personal Request
- Startup Born of CTE + Depression Launches Japandi Supply House
- Revolutionary Blockchain Platform Okh Finance Announces Okh Finance(OKKH) Token Launch to Transform Global Asset Leasing Market
- Cover Girl Finalist Teisha Mechetti Questions Legitimacy of Inked Originals Competition, Demands Transparency
- Sylver's Debut Book Reveals Massive Industry Oversight
©2021 Morningstar, Inc. All Rights Reserved.
MORN-R
Media Contact:
Rebecca Rogalski, +1 312 244-7771 or [email protected]
SOURCE Morningstar, Inc.
Related Links
http://www.morningstar.com
Filed Under: Business
0 Comments
Latest on illi News
- Dr. John Salerno of Salerno Wellness Introduces Their New Full Body Capsule for Advanced LED Light Therapy Patient Treatments
- Digi 995 Expands Its Universe: All Three Novels Now Available in Paperback Worldwide
- Chicago: Mayor Brandon Johnson on Track to Hit Summer Youth Employment Goal with Almost 29,000 Young People Hired for Third Consecutive Year of Expanded Opportunities
- $14M Expansion Deal with Famed David Lloyd Highlights Rebrand of Sports, Entertainment and Gaming Innovation by AI Driven, Online Fan Engagement Co
- Heartfelt Dreams Foundation Launches Campaign to Build CHD Hospital
- Radarsign Tackles Intersection Safety with Launch of Grid-Free Solar LED Stop Sign
- Miami Real Estate Agent Drastically Increases Interest In Homes
- Adostics & Genmega Announce the Introduction of A-POD
- LIB and Nidec Rejoin Forces for Giant TH-0098 Temperature Humidity Test Chamber
- Digi 995 Audiobooks Officially Released: Fans Can Now Listen to the Complete Trilogy
- Naperville: Two Men Charged with Aggravated Street Racing
- Heritage at South Brunswick Offers Immediate Townhome Appointments and Special Mortgage Incentive Fast-Moving Sales
- NASA Collaborative Agreement for Supply of Thin-Film Solar Tech for Orbital Application to Advance Development of Thin-Film PV Power Beaming: $ASTI
- Exciting New Era of Sports, Entertainment & Gaming Innovation Spotlighted by Rebrand of Expanding AI Driven, Online Fan Engagement Company: SEGG Media
- Service Ninjas Debuts First-of-Its-Kind "Membership" Platform for Home Service Pros
- BIYA Forecasts 2025 Surge with ¥300M ($41.8 M USD) in Revenue and ¥25M Profit from Cloud Based HR Solutions: Baiya Intl. Group (N A S D A Q: BIYA)
- Paul E. Saperstein Co. Announces Geographic Expansion of Auction Services
- Celebrate National Beef Tallow Day with South Chicago Packing
- Florida Broker Bent Danholm Featured in the Daily Mail's U.S. Real Estate Coverage
- Robin Launches Legal Intelligence Platform to solve intelligence gap in Fortune 500 legal teams