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Investor Economics

Insight July 2006 Monthly Update

The July issue of Insight updates a variety of asset retention metrics. First we look at the industry in aggregate, then at equity funds in general, and finally we drill down to the company and fund levels. Net new money is up sharply for long-term mutual funds, but the gain is not as strong when measured as a percentage of beginning assets, and net flows are more concentrated than before. Redemption rates are back at normal levels after a bear market pause, but the dollar volume is up substantially, reflecting a much larger asset base. Meanwhile, transfers appear to have lost their oomph in heading off outright redemptions.

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  • Tags: asset retention, investment funds, mutual funds

  • Date Posted: July 20, 2006