MutualFundWire.com: Eagle Soars Again, Thanks to a $150MM Month
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Monday, June 30, 2025

Eagle Soars Again, Thanks to a $150MM Month


A value equity institutional asset manager kept the inflows lead proportionately last month, according to the latest data from the folks at a publicly traded investment research firm.

This article draws on Morningstar Direct data on May 2025 mutual fund and ETF flows, excluding money market funds and funds of funds. (Other asset management products, like CITs and separate accounts, are also not included.)

Eagle Capital led the pack for a second month in a row, thanks to an estimated $150 million per fund in net inflows in May 2025, down by $26 million month-over-month from April 2025 but up by $164 million year-over-year from May 2024. Other big May 2025 inflows winners included:
  • Edward Jones' Bridge Builder, $112 million per fund (up by $35 million M/M, up by $32 million Y/Y);
  • Neos, $89 million per fund (up by $47 million M/M, up by $6 million Y/Y);
  • Alpha Architect, $83 million per fund (up by $66 million M/M, up by $1 million Y/Y); and
  • Eldridge Structured Credit Advisers, $51 million per fund (down by $32 million M/M).

    • Bridge Builder led the inflows pack over the last year, thanks to an estimated $1.195 billion per fund in net inflows for the trailing twelve months ended on May 31, 2025. Other big TTM inflows winners included: Eagle, $586 million per fund; and Schwab, $526 million per fund.

    On the flip side, Edgewood took the outflows lead last month, thanks to an estimated $135 million per fund in net May 2025 outflows, up by $39 million M/M from April 2025 and up by $82 million Y/Y from May 2024. Other big May 2025 outflows sufferers included:
  • Primecap, $113 million per fund (down by $42 million M/M, up by $10 million Y/Y);
  • AGF, $53 million per fund (a $75-million net flows drop Y/Y, up $31 million Y/Y);
  • Standpoint, $43 million per fund (up by $7 million M/M, a $70-million net flows drop Y/Y); and
  • 21Shares, $41 million per fund (a $60-million net flows drop M/M, an $86-million net flows drop Y/Y).

    • Edgewood also led the outflows pack over the last year, thanks to an estimated $2.065 billion per fund in net TTM outflows as of May 31, 2025. Other big outflows sufferers included: Primecap, $1.663 billion per fund; and Independent Franchise Partners, $905 million per fund.

    The whole long-term mutual fund and ETF industry brougth in $1.359 million per fund in net May 2025 inflows. That's up by $2.4 million M/M but down by $8,000 Y/Y.

    The industry brought in $15.197 million per fund in net TTM inflows as of May 31, 2025.


    Printed from: MFWire.com/story.asp?s=70095

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