Morningstar - Q3 2023 - 78

Data Dashboard
Morningstar Global Fund Flows
> 3.3%
Fast Growth
Trailing 1-Year Organic Growth Rates by Country 05/31/2023
Finland 1.5%
Canada -1.6%
U.K. -3.0%
Ireland 1.4%
United States -1.3%
Mexico 4.4%
Hong Kong 1.9%
Colombia -0.5%
Brazil -7.0%
South Africa 1.2%
Chile 4.3%
Singapore -2.8%
New Zealand -0.7%
Australia 3.3%
France -5.9%
Italy -4.8%
Israel -13.1%
Netherlands 11.2%
Germany 0.6%
Japan 3.7%
South Korea 2.7%
3.29 to 0%
Slow Growth
< -0.1%
No Growth
$60B
U.S. Open-End & ETF Fund Flows 05/31/2023
Europe Open-End & ETF Fund Flows 05/31/2023
$40B
30
-60
-30
06/2022 08/2022
10/2022
12/2022 02/2023 04/2023
Allocation
Equity
Fixed
Income
-40
-20
06/2022 08/2022
10/2022
12/2022 02/2023 04/2023
Money market and fund of funds are excluded when appropriate. Alternatives and commodities funds are not included. U.S. data is survivorship-bias free. In the broad asset class tables, equity includes U.S. stock, international,
and sector fund flows. Organic growth rates are calculated using beginning period asset levels and subsequent net fund flows.
20
Allocation
Equity
Fixed
Income
78
Morningstar Q3 2023

Morningstar - Q3 2023

Table of Contents for the Digital Edition of Morningstar - Q3 2023

Contents
Morningstar - Q3 2023 - Cover1
Morningstar - Q3 2023 - Cover2
Morningstar - Q3 2023 - Contents
Morningstar - Q3 2023 - 2
Morningstar - Q3 2023 - 3
Morningstar - Q3 2023 - 4
Morningstar - Q3 2023 - 5
Morningstar - Q3 2023 - 6
Morningstar - Q3 2023 - 7
Morningstar - Q3 2023 - 8
Morningstar - Q3 2023 - 9
Morningstar - Q3 2023 - 10
Morningstar - Q3 2023 - 11
Morningstar - Q3 2023 - 12
Morningstar - Q3 2023 - 13
Morningstar - Q3 2023 - 14
Morningstar - Q3 2023 - 15
Morningstar - Q3 2023 - 16
Morningstar - Q3 2023 - 17
Morningstar - Q3 2023 - 18
Morningstar - Q3 2023 - 19
Morningstar - Q3 2023 - 20
Morningstar - Q3 2023 - 21
Morningstar - Q3 2023 - 22
Morningstar - Q3 2023 - 23
Morningstar - Q3 2023 - 24
Morningstar - Q3 2023 - 25
Morningstar - Q3 2023 - 26
Morningstar - Q3 2023 - 27
Morningstar - Q3 2023 - 28
Morningstar - Q3 2023 - 29
Morningstar - Q3 2023 - 30
Morningstar - Q3 2023 - 31
Morningstar - Q3 2023 - 32
Morningstar - Q3 2023 - 33
Morningstar - Q3 2023 - 34
Morningstar - Q3 2023 - 35
Morningstar - Q3 2023 - 36
Morningstar - Q3 2023 - 37
Morningstar - Q3 2023 - 38
Morningstar - Q3 2023 - 39
Morningstar - Q3 2023 - 40
Morningstar - Q3 2023 - 41
Morningstar - Q3 2023 - 42
Morningstar - Q3 2023 - 43
Morningstar - Q3 2023 - 44
Morningstar - Q3 2023 - 45
Morningstar - Q3 2023 - 46
Morningstar - Q3 2023 - 47
Morningstar - Q3 2023 - 48
Morningstar - Q3 2023 - 49
Morningstar - Q3 2023 - 50
Morningstar - Q3 2023 - 51
Morningstar - Q3 2023 - 52
Morningstar - Q3 2023 - 53
Morningstar - Q3 2023 - 54
Morningstar - Q3 2023 - 55
Morningstar - Q3 2023 - 56
Morningstar - Q3 2023 - 57
Morningstar - Q3 2023 - 58
Morningstar - Q3 2023 - 59
Morningstar - Q3 2023 - 60
Morningstar - Q3 2023 - 61
Morningstar - Q3 2023 - 62
Morningstar - Q3 2023 - 63
Morningstar - Q3 2023 - 64
Morningstar - Q3 2023 - 65
Morningstar - Q3 2023 - 66
Morningstar - Q3 2023 - 67
Morningstar - Q3 2023 - 68
Morningstar - Q3 2023 - 69
Morningstar - Q3 2023 - 70
Morningstar - Q3 2023 - 71
Morningstar - Q3 2023 - 72
Morningstar - Q3 2023 - 73
Morningstar - Q3 2023 - 74
Morningstar - Q3 2023 - 75
Morningstar - Q3 2023 - 76
Morningstar - Q3 2023 - 77
Morningstar - Q3 2023 - 78
Morningstar - Q3 2023 - 79
Morningstar - Q3 2023 - 80
Morningstar - Q3 2023 - Cover3
Morningstar - Q3 2023 - Cover4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2024q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2023q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2022q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2021q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q4
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q3
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q2
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2020q1
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019winter
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019fall
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019summer
https://www.nxtbook.com/nxtbooks/morningstar/magazine_2019spring
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20191201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20180203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20181201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20170203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20171201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20160203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20161201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20150203
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20151201
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20141011
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140809
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140607
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140405
https://www.nxtbook.com/nxtbooks/morningstar/magazine_20140203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20141201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20130203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20131201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120405
https://www.nxtbook.com/nxtbooks/morningstar/investorconference2012
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20120203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20121201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20110203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20111201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20101201
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20091011
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090405
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20090203
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007fall
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2007summer
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008spring
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008catalog
https://www.nxtbook.com/nxtbooks/morningstar/advisor_2008winter
https://www.nxtbookmedia.com