Sentences with phrase «fund outflows»
"Fund outflows" refers to the situation where more money is being taken out or withdrawn from a particular fund or investment than is being put into it. In simpler terms, it means more people are cashing out their investment in the fund or taking money out than the number of people putting money into it. Full definition
Over the past several years, we've seen ETF inflows increasing dramatically while mutual fund outflows seem to continue unabated.
etfbase.com
Topping the list of fund outflows were target - date funds ($ 118 million), while small U.S. equity funds posted a net $ 27 - million outflow and participants transferred $ 19 million out of company stock funds.
The country has been hit particularly hard by fund outflows as it's seen as vulnerable to an expected U.S. Federal Reserve interest rate increase.
The relentless bull market has masked a lot of issues within these companies as rising assets have made up for fund outflows for many actively - focused fund firms.
Continued volatility and fund outflow in high - yield bonds and modest outflows from loan funds have contributed to the index's current weakness.
Country fund outflows of $ 21 billion are focused in a group of 10 locally - listed China A Shares funds, due to concerns over valuations and the impact of the Shanghai Hong Kong Stock Connect program on ETFs.
Weekly withdrawals slowed sharply this past week to $ 6 billion, or roughly one - fifth of bond fund outflows the week before.
Mutual fund outflows add to the pain of capital gains distributions Even without selling shares of a mutual fund, investors can incur capital gains taxes triggered by security sales within the fund.
High yield corporate bonds tracked in the S&P U.S. Issued High Yield Bond Index have returned just under 5 % year to date but lost ground the past several days as fund outflows weigh on the market driving prices down and the weighted average yield (yield to worst) up by 22bps since last week to end at 4.88 %.
This is because mutual fund inflows are usually heaviest after fund prices have advanced significantly, while mutual fund outflows are heaviest after price declines.
Fund outflows in the municipal bond asset class, in part driven by the Detroit bankruptcy, pushed municipal bond performance down in July according to the S&P National AMT - Free Municipal Bond Index.
With time, the exchange will add some additional formats of fund outflow and inflow such as ACH transfer which will make it easy for consumers to deposit and withdraw cash.
Anticipation of these fund outflows is contributing to rising yields on shorter maturities.
Mutual fund outflows were about $ 21.6 billion that month, according to the Investment Company Institute.
Specifically, they calculate an aggregate internal rate of return (dollar - weighted return) that treats funds as time - ordered investor capital flows, with initial fund market value and fund inflows counted as negative flows and fund outflows and ending market value counted as positive flows.
Anticipation of these fund outflows is contributing to rising yields on shorter maturities.
When retail investors experience or anticipate a significant rise in rates we tend to see persistent mutual fund outflows.
The other factors associated with a higher tax burden are the unrealized capital gains from the previous year, the matching - period turnover, dividend yield, fund outflows, and a small - cap style orientation.
Not because investors could claim success at it; mutual fund outflows were heaviest in 2002, the third year of the bear market.
The truth is a combination is the likely culprit for equity mutual fund outflows, but the third and fourth reasons will be the main focus of this note.