Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:WisdomTree, JPMAM, and DoubleLine Had a Big June Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, July 20, 2015

WisdomTree, JPMAM, and DoubleLine Had a Big June

News summary by MFWire's editors

WisdomTree [profile], J.P. Morgan Asset Management [profile], and DoubleLine [profile] killed it last month, while Pimco [profile] continued to suffer.

Per the data in the just-released "Morningstar Direct U.S. Asset Flows Update"for June, penned by Morningstar markets research senior analyst Alina Lamy, WisdomTree brought in more net inflows, as a percentage of AUM on June 30, 2015, than any other of the top 50 mutual fund shops. WisdomTree netted $1.093 billion in inflows, which translates into 1.792 percent of its June 30 AUM of $61 billion.

Next up, JPMAM brought in $2.629 billion, which is 0.9525 percent of its $276 billion in June 30 AUM. That also put JPMAM in the number three spot for raw net inflows (i.e. not as a percentage). Vanguard [profile] ($18.193 billion) and BlackRock [profile] ($6.202 billion) did net the most inflows, but as a percentage of AUM their inflows were less impressive (0.6337 percent and 0.5992 percent, respectively).

DoubleLine brought in $447 million, which is 0.7982 percent of its $56 billion in June 30 AUM.

On the flip side, Pimco suffered $7.12 billion in net outflows last month, putting it in the number one spot both absolutely and as a percentage (2.088 percent of its $341 billion in June 30 AUM). Next up was State Street Global Advisors (SSgA [profile]) with $4.496 billion in net outflows (1.097 percent of its $410 billion in AUM on June 30). In percentage terms, Goldman Sachs [profile] was next, with $997 million in net outflows (1.007 percent of its June 30 AUM).

Industrywide, it was another bumper month for passive mutual funds, which Morningstar estimates brought in $30.294 billion in net inflows. Long-term active mutual funds suffered $20.854 billion in net outflows, led by $14.451 billion in net active U.S. equity fund outflows and $10.73 billion in net active taxable bond fund outflows. And money market funds brought in $8.157 billion in net inflows. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  3. IMEA Content Management Roundtable, September 16
  4. IMEA 2025 Star Awards Celebration, September 16
  5. IMEA Marketing Summit, Sep 16-17
  6. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  7. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  8. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  9. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  10. IMEA Portfolio Construction Roundtable, September 24
  11. IMEA Models Roundtable, September 25
  12. Expect Miracles Atlantic Coast Classic 2025, September 29
  13. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  14. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  15. 10th annual Fuse Forum, October 8
  16. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  17. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  18. 2025 MMI Annual Conference, Oct 15-17
  19. Samfund Soiree Manhattan 2025, October 23
  20. Tiburon CEO Summit XLIX, Oct 27-29
  21. Schwab Impact 2025, Nov 2-4
  22. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  23. MFDF In Focus webinar - Audit Committee Chair, November 5
  24. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  25. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  26. ALFI Roadshow to Houston, November 13




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use