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Rating:Pound For Pound, a B-D Dominates Inflows Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, July 20, 2018

Pound For Pound, a B-D Dominates Inflows

Reported by Neil Anderson, Managing Editor

Proportionately, last month was a great month for a broker-dealer's subadvised mutual fund family.

This article draws from Morningstar Direct data on open-end mutual fund and ETF flows (excluding money market funds and funds of funds) from June 2018.

Edward Jones' Bridge Builder brought in an estimated $382 million per fund in June, more than any other fund firm and up from $195 million in May. Other big inflows winners in June included: PrimeCap, $173 million per fund (down from $218 million); Chiron, $62 million per fund (down from $78 million); GraniteShares, $47 million per fund (up from $540,000); and Ark, $45 million per fund (up from $24 million).

On the flip side, Dodge & Cox suffered an estimated $246 million in net outflows per fund in June, more than any other fund firm and down from $35 million per fund in net inflows in May. Other big outflows sufferers in June included: Edgewood, $142 million per fund (down from $242 million per fund in net inflows); Cambiar, $68 million per fund (down from $3 million per fund in net inflows); Sands, $54 million per fund (down from $4 million per fund in net inflows); and Tweedy Browne, $42 million per fund (down from $16 million).

Across the industry, the average open-end mutual fund or ETF suffered an estimated $569,000 in net outflows in June, down from $944,000 in net inflows in May. 

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