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CHICAGO, March 17, 2021 /PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for February 2021. For the month of February, long-term mutual funds and ETFs collected a record $144 billion. ETFs collected approximately $92 billion, driven by a move into equity funds, while open-end funds took in $53 billion, led by flows into fixed-income strategies.
Morningstar s report about U.S. fund flows for February 2021 is available here. Additional highlights from the report include:
Interest rate- and commodity-sensitive categories, such as financial and natural resource equity funds and inflation-protected bond funds, saw sharp organic growth. For example, natural resource funds, which tend to focus on materials stocks, took in nearly $2.5 billion, the highest monthly inflow in the past decade. Inflation-protected bond fun
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CHICAGO, Feb. 18, 2021 /PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for January 2021. For the month of January, long-term mutual funds and ETFs collected $95 billion. U.S. equity funds had outflows of $38 billion in January, with approximately $26 billion of that from actively managed funds and $12 billion from passively managed funds.
Morningstar s report about U.S. fund flows for January 2021 is available here. Additional highlights from the report include:
Among U.S. category groups, taxable-bond funds dominated, with $79 billion of inflows in January and $459 billion of inflows over the trailing 12 months, the most by far for any group.
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CHICAGO, Jan. 27, 2021 /PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Broad Style Indexes℠, a family of indexes designed to more accurately represent the size and style dimensions of the U.S. equity market. The Morningstar Broad Style Indexes consists of 12 U.S. equity indexes that divide the market by capitalization and investment style.
(PRNewsfoto/Morningstar, Inc.) With more than 30 years of independent Morningstar research and analysis powering our indexes, the Morningstar Broad Style Indexes further empower investors seeking tools that facilitate diversification and strengthen their portfolios, said Ron Bundy, president of Morningstar Indexes. While a wide array of factors has emerged over time, size and valuation continue to define managed strategies to a far greater extent than other factors. With the addition of the Broad
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CHICAGO, Jan. 25, 2021 /PRNewswire/ Morningstar, Inc. (Nasdaq: MORN) plans to report its fourth-quarter and full-year 2020 financial results after the market closes on Thursday, February 18, 2021. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at [email protected].
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Mornings
World s Largest Asset Owner, Japan s Government Pension Investment Fund, Selects New Gender Diversity Index Launched by Morningstar in Collaboration with Equileap
New index weights constituents based on 19 gender equality criteria provided by Equileap
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TOKYO, Dec. 18, 2020 /PRNewswire/ Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Developed Markets ex-Japan Gender Diversity Index℠, a new index powered by the data and scoring methodology of Equileap, a global provider of data and insights on gender equality for investors.
Seeking long-term better risk-adjusted returns, Japan s Government Pension Investment Fund (GPIF), the world s largest pension fund with approximately $1.5 trillion in assets under management as of June 2020, incorporates not only financial factors but also environmental, social, and governance (ESG) f