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Keyword: Balanced funds

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Globe graph

Mutual funds stuck in net redemptions, while ETFs remain in positive sales territory

money flow

Markets drove both mutual fund and ETF assets lower in April

Sustainable investing

Bond funds drove the positive net flow activity as assets hit record high

checking stock market data on a mobile device

ETFs outperform mutual funds in both net sales, asset gains

Stock market background design

Mutual fund sales turn positive, ETF assets hit record heights

Businessman on slide

Net redemptions doubled between 2022 and 2023

Advisor tracking stocks

Assets drop as mutual funds remain in redemptions, ETFs stay positive

Growth red graph over golden coins stacks over white

Mutual fund redemptions rose in September, and ETF sales gained

Direction of stock market.opportunity time.buy and sell.change for chance.positive thinking

Fund assets rose in July, with ETFs climbing faster than mutual funds

Focus on Mutual Funds Special Report

Mutual fund redemptions rise, but ETF sales up too