Leveraged loan funds see largest withdraw of 2023 as investors take pause

Amid the banking crisis this week, outflows from US loan funds reached their highest level of the year, at $1.64 billion for the week ended March 15, according to data from Morningstar. In fact, this week's outflow was the largest since the week ended Sept. 28 ($1.9B) and marks the nineteenth straight weekly outflow, with $11.64 billion exiting the asset class over that span. Moreover, the year-to-date net outflow rose this week, to $5.49 billion, from $3.85 billion last week. That is more than half of the $9.2 billion outflow that was recorded in all of 2022. And it wasn't that long ago when the asset class posted a total net inflow of $34.9 billion (2021).

This week’s outflow was once again driven by mutual funds, which recorded an exit of $926.7 million, while ETFs lost $713.5 million.

With this week's heavy losses, the four-week trailing average widened to $753.9 million, from $522.5 million last week and from $533 million two weeks ago.

As of March 15, total net assets at loan funds shrank to $69.8 billion, from $71.9 billion last week, split between $57.5 billion in mutual funds and $12.3 billion in ETFs.



This article originally appeared on PitchBook News