Sentiment improved as equity markets rallied, but outflows persisted.
Tumbling equity markets and declining bond prices drove some investors to the exits.
Taxable-bond and sector-equity funds bounce back.
Investors fled bond funds amid market turmoil.
Change is afoot at this large growth fund. Here's what Morningstar's analyst has to say about it.
Long-term mutual funds and exchange-traded funds shed $89 billion in April 2022, marking the first such overall outflow since March 2020.
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
The small- and mid-cap growth fund should continue to generate great results, says Morningstar's analyst.
Investors bought U.S. equity funds and sold bond funds against a backdrop of the Russian invasion of Ukraine.
A variety of strategies can operate tax-efficiently.
Bond and U.S. equity funds endure outflows as investors brace for interest-rate hikes.
Investors embraced passive funds and tried to counter inflation.
Morningstar's T. Rowe Price specialist reviews the fund flows, performance, and other news from 2021.
Equity and fixed-income funds experience modest flows for the month.
Flows into U.S. equities ramp up but remain subdued elsewhere.
The firm is making a move into alternatives.
Current fundholders may see a larger-than-average capital gains distribution this year, too.
Investors press pause as markets turn south.
International-equity fund flows remain strong.
Investors pivot away from value-equity funds.
Interest in taxable-bond and value-equity funds continues in June.
Value-equity, TIPS, and bank-loan funds garner interest during May.
Investors favor international equities and fixed income.
U.S. value equity funds see record inflows in March.
Investors prepare for inflation, pile into equity funds in February.
Investor appetites were largely unchanged, but a few themes emerged in January.
Having 47% of net assets in this holding highlights the fund's lax risk controls.
Investors looked past the pandemic’s near-term impact.
Baron Discovery represents a new chapter in a good story.
Investors pile into what's working.
The comeback was uneven, however.