MutualFundWire.com: Eagle Flies Ahead With $176MM Per Fund
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Wednesday, May 28, 2025

Eagle Flies Ahead With $176MM Per Fund


A value equity institutional asset manager took the inflows lead proportionately last month, according to the latest data from the folks at a publicly traded investment research firm.

This article draws on Morningstar Direct data on April 2025 mutual fund and ETF flows, excluding money market funds and funds of funds. (Other asset management products, like CITs and SMAs, are also not included.)

Eagle Capital took the lead last month, thanks to an estimated $176 million per fund in net inflows in April 2025, up by $161 million month-over-month from March 2025 and up by $92 million year-over-year from April 2024. Other big April 2025 inflows winners included:
  • Schwab, $109 million per fund (up by $91 million M/M, up by $88 million Y/Y);
  • Life + Liberty Investments, $87 million per fund (up by $87 million M/M);
  • Edward Jones' Bridge Builder, $77 million per fund (down by $90 million M/M, up by $242 million Y/Y); and
  • Vanguard, $58 million per fund (up by $23 million M/M, up by $30 million Y/Y).

    • Bridge Builder led the inflows pack over the last year, thanks to an estimated $1.163 billion per fund in net inflows for the trailing twelve months ended on April 30, 2025. Other big TTM inflows winners included: Schwab, $544 million per fund; and River Canyon, $497 million per fund.

    On the flip side, Primecap took the outflows lead last month, thanks to an estimated $155 million per fund in net April 2025 outflows, up by $19 million M/M from March 2025 but down by $59 million Y/Y from April 2024. Other big April 2025 outflows sufferers included:
  • Edgewood, $96 million per fund (down by $168 million M/M, up by $38 million Y/Y);
  • Bessemer's Old Westbury, $95 million per fund (up by $88 million M/M, up by $61 million Y/Y);
  • Twin Oak, $87 million per fund (an $89-million net flows drop M/M); and
  • Eldridge Structured Credit Advisers, $83 million per fund (up by $8 million M/M).

    • Edgewood led the outflows pack over the last year, thanks to an estimated $1.983 billion per fund in net TTM outflows as of April 30, 2025. Other big outflows sufferers included: Primecap, $1.653 billion per fund; and Independent Franchise Partners, $885 million per fund.

    The whole long-term mutual fund and ETF industry suffered $1.041 million per fund in net April 2025 outflows. That's a $1.591-million net flows drop M/M and up by $828,000 Y/Y.

    The industry brought in $15.078 million per fund in net TTM inflows as of April 30, 2025.


    Printed from: MFWire.com/story.asp?s=69961

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