Skip to Content

New Year, Not-So-New Trends in Fund Flows

January fund flows set a new monthly record with taxable bond funds continuing to dominate.

Mentioned: , , ,

Flows for all category groups totaled $128.1 billion in January, setting a monthly record. The previous largest flow, $116.2 billion, occurred in January 2013.

The taxable bond category topped all categories, receiving a total inflow of $47.0 billion, almost equally distributed between active and passive. International equity attracted $41.9 billion, with the majority of those flows going to passive funds. In fact, the international equity category group attracted its largest monthly flow since April 2015.

Alina Lamy does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.