Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:WisdomTree, JPMAM, and DoubleLine Had a Big June Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 20, 2015

WisdomTree, JPMAM, and DoubleLine Had a Big June

News summary by MFWire's editors

WisdomTree [profile], J.P. Morgan Asset Management [profile], and DoubleLine [profile] killed it last month, while Pimco [profile] continued to suffer.

Per the data in the just-released "Morningstar Direct U.S. Asset Flows Update"for June, penned by Morningstar markets research senior analyst Alina Lamy, WisdomTree brought in more net inflows, as a percentage of AUM on June 30, 2015, than any other of the top 50 mutual fund shops. WisdomTree netted $1.093 billion in inflows, which translates into 1.792 percent of its June 30 AUM of $61 billion.

Next up, JPMAM brought in $2.629 billion, which is 0.9525 percent of its $276 billion in June 30 AUM. That also put JPMAM in the number three spot for raw net inflows (i.e. not as a percentage). Vanguard [profile] ($18.193 billion) and BlackRock [profile] ($6.202 billion) did net the most inflows, but as a percentage of AUM their inflows were less impressive (0.6337 percent and 0.5992 percent, respectively).

DoubleLine brought in $447 million, which is 0.7982 percent of its $56 billion in June 30 AUM.

On the flip side, Pimco suffered $7.12 billion in net outflows last month, putting it in the number one spot both absolutely and as a percentage (2.088 percent of its $341 billion in June 30 AUM). Next up was State Street Global Advisors (SSgA [profile]) with $4.496 billion in net outflows (1.097 percent of its $410 billion in AUM on June 30). In percentage terms, Goldman Sachs [profile] was next, with $997 million in net outflows (1.007 percent of its June 30 AUM).

Industrywide, it was another bumper month for passive mutual funds, which Morningstar estimates brought in $30.294 billion in net inflows. Long-term active mutual funds suffered $20.854 billion in net outflows, led by $14.451 billion in net active U.S. equity fund outflows and $10.73 billion in net active taxable bond fund outflows. And money market funds brought in $8.157 billion in net inflows. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2022: Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. 2022 ICI Leadership Summit, May 25-26
  2. ALFI Roadshow to New York, May 25
  3. 2022 IDC Fund Directors Workshop, May 26
  4. Irish Funds Annual Global Funds Conference 2022, May 30-31
  5. WealthManagement Edge, May 31 - June 3
  6. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  7. 28th annual Expect Miracles East Coast Classic, June 9
  8. 2022 Sohn Investment Conference, June 9
  9. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  10. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  11. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  12. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  13. 2022 MMI Emerging Asset Managers Forum, June 23
  14. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  15. Financial Planning INVEST, Jun 28-29
  16. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  17. MFDF Director Discussion Series - Open Forum (New York), July 20
  18. 2022 MMI Distribution Leadership Forum, Jul 20-21
  19. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  20. MFDF webinar - Performance, Perception and Manager Selection, September 14
  21. 2022 ICI Tax and Accounting Conference, Sep 18-21
  22. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  23. Nicsa Fearless Leadership Symposium, Oct 6-7
  24. 2022 MMI Annual Conference, Oct 19-21
  25. 2022 IDC Fund Directors Conference, Oct 24-26
  26. 18th annual Expect Miracles Wine & Spirits Event, October 27




©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use