Morningstar - Q2 2024 - 68

Data Dashboard
Morningstar US Fund Flows
Flows by US Category Group 03/31/2024
Category Group
US Equity
Sector Equity
International Equity
Allocation
Taxable Bond
Municipal Bond
Alternative
Commodities
Nontraditional Equity
Miscellaneous
All Long Term
-4
-1.48
2.75
1.33
7.44
-2.59
7.33
-2.18
0.71
4
Quarterly Flows for Largest Morningstar Categories 03/31/2024
Continuing a trend, the technology Morningstar Category grew at a
significantly higher rate than other equity categories. Investor enthusiasm for
emerging-markets funds, on the other hand, was more likely a value play.
Largest Equity Categories
Large Blend
Large Growth
Large Value
Foreign Large Blend
Mid-Cap Blend
Diversified Emerging Mkts
Small Blend
Foreign Large Growth
Mid-Cap Growth
Technology
-4
-0.82
-2.02
3.72
-2
2
4
Q1 Organic Growth Rate %
0.69
-0.24
-0.61
0.92
0.71
1.16
0.14
Total Net
Assets $Bil
7,539
2,823
1,779
1,585
668
661
592
528
409
398
Fund investors flocked to the intermediate-government Morningstar
Category in the first quarter; the multisector-bond category had a similarly
high growth rate. Intermediate-core bond funds were also popular.
Largest Fixed-Income
Categories
Intermediate Core Bond
Intermediate Core-Plus Bond
Short-Term Bond
Ultrashort Bond
High Yield Bond
Muni National Interm
Multisector Bond
Global Bond-USD Hedged
Intermediate Government
Inflation-Protected Bond
Q1 Organic Growth Rate %
3.71
3.37
0.35
-0.35
2.95
1.50
5.45
3.05
6.18
-0.66
-2
2
4
6
8
Money market and funds of funds are excluded when appropriate. 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.
Total Net
Assets $Bil
1,328
784
492
340
340
320
300
283
260
215
8
Organic Growth Rate %
Q1
0.18
0.14
0.33
1-Mo
0.23
0.39
-0.03
-0.47
0.84
0.43
2.76
0.06
2.37
2.43
0.32
1-Mo Active
-0.24
-0.54
-0.37
-0.48
0.71
0.35
2.87
0.12
2.47
30.19
0.02
1-Mo Passive
0.54
0.86
0.37
1.83
1.02
0.97
2.38
-0.11
1.80
1.08
0.63
1-Yr
0.40
-3.12
0.33
-6.44
5.96
0.02
6.05
-10.15
31.03
-4.97
1.02
Total Net Assets
$Bil
14,685
1,363
4,113
1,421
5,332
876
256
162
107
114
28,428
Mkt Sh% Rank
51.66
4.79
14.47
5.00
18.75
3.08
0.90
0.57
0.37
0.40
100.00
1
5
3
4
2
6
7
8
10
9
-
68
Morningstar Q2 2024

Morningstar - Q2 2024

Table of Contents for the Digital Edition of Morningstar - Q2 2024

Contents
Morningstar - Q2 2024 - Cover1
Morningstar - Q2 2024 - Cover2
Morningstar - Q2 2024 - Contents
Morningstar - Q2 2024 - 2
Morningstar - Q2 2024 - 3
Morningstar - Q2 2024 - 4
Morningstar - Q2 2024 - 5
Morningstar - Q2 2024 - 6
Morningstar - Q2 2024 - 7
Morningstar - Q2 2024 - 8
Morningstar - Q2 2024 - 9
Morningstar - Q2 2024 - 10
Morningstar - Q2 2024 - 11
Morningstar - Q2 2024 - 12
Morningstar - Q2 2024 - 13
Morningstar - Q2 2024 - 14
Morningstar - Q2 2024 - 15
Morningstar - Q2 2024 - 16
Morningstar - Q2 2024 - 17
Morningstar - Q2 2024 - 18
Morningstar - Q2 2024 - 19
Morningstar - Q2 2024 - 20
Morningstar - Q2 2024 - 21
Morningstar - Q2 2024 - 22
Morningstar - Q2 2024 - 23
Morningstar - Q2 2024 - 24
Morningstar - Q2 2024 - 25
Morningstar - Q2 2024 - 26
Morningstar - Q2 2024 - 27
Morningstar - Q2 2024 - 28
Morningstar - Q2 2024 - 29
Morningstar - Q2 2024 - 30
Morningstar - Q2 2024 - 31
Morningstar - Q2 2024 - 32
Morningstar - Q2 2024 - 33
Morningstar - Q2 2024 - 34
Morningstar - Q2 2024 - 35
Morningstar - Q2 2024 - 36
Morningstar - Q2 2024 - 37
Morningstar - Q2 2024 - 38
Morningstar - Q2 2024 - 39
Morningstar - Q2 2024 - 40
Morningstar - Q2 2024 - 41
Morningstar - Q2 2024 - 42
Morningstar - Q2 2024 - 43
Morningstar - Q2 2024 - 44
Morningstar - Q2 2024 - 45
Morningstar - Q2 2024 - 46
Morningstar - Q2 2024 - 47
Morningstar - Q2 2024 - 48
Morningstar - Q2 2024 - 49
Morningstar - Q2 2024 - 50
Morningstar - Q2 2024 - 51
Morningstar - Q2 2024 - 52
Morningstar - Q2 2024 - 53
Morningstar - Q2 2024 - 54
Morningstar - Q2 2024 - 55
Morningstar - Q2 2024 - 56
Morningstar - Q2 2024 - 57
Morningstar - Q2 2024 - 58
Morningstar - Q2 2024 - 59
Morningstar - Q2 2024 - 60
Morningstar - Q2 2024 - 61
Morningstar - Q2 2024 - 62
Morningstar - Q2 2024 - 63
Morningstar - Q2 2024 - 64
Morningstar - Q2 2024 - 65
Morningstar - Q2 2024 - 66
Morningstar - Q2 2024 - 67
Morningstar - Q2 2024 - 68
Morningstar - Q2 2024 - 69
Morningstar - Q2 2024 - 70
Morningstar - Q2 2024 - 71
Morningstar - Q2 2024 - 72
Morningstar - Q2 2024 - Cover3
Morningstar - Q2 2024 - 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