Morningstar Magazine - June/July 2017 - 110

Data Dashboard

Morningstar Global Fund Flows
Emerging markets such as Thailand, Lithuania, and India showed the highest growth rates over the
trailing year through March. Most developed markets, including the U.K. and the U.S., had only modest
growth. Japan and France were exceptions, with double-digit increases.
> 3.3%
Fast Growth

3.29 to 0%
Slow Growth

< - 0.1%
No Growth

Trailing 1-Year Organic Growth Rates by Country 03/31/2017
Finland 7.9%

Canada 4.1%

U.K. 0.7%

Lithuania 32.6%

France 10.6%

United States 2.3%

Germany 6.0%

Portugal 1.5%

Taiwan -5.4%

Italy 2.4%

Japan 13.4%

Israel 1.3%

Philippines 18.0%
India 32.1%

Indonesia -2.6%

Thailand 32.1%
Brazil 6.1%

Singapore 14.7%

South Africa 5.2%

Australia 1.5%

New Zealand 9.5%
Chile 24.3%

U.S. Open-End & ETF Fund Flows 03/31/2017

Europe Open-End & ETF Fund Flows 03/31/2017

p Equity p Allocation p Fixed Income

p Equity p Allocation p Fixed Income
50
USD Bil

30
USD Bil
15

25
0
0
-15

04/2016

06/2016

08/2016

10/2016

12/2016

02/2017

-25

04/2016

06/2016

08/2016

10/2016

12/2016

02/2017

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.

110

Morningstar June/July 2017

-30



Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2017

Contents
Morningstar Magazine - June/July 2017 - Cover1
Morningstar Magazine - June/July 2017 - Cover2
Morningstar Magazine - June/July 2017 - 1
Morningstar Magazine - June/July 2017 - 2
Morningstar Magazine - June/July 2017 - Contents
Morningstar Magazine - June/July 2017 - 4
Morningstar Magazine - June/July 2017 - 5
Morningstar Magazine - June/July 2017 - 6
Morningstar Magazine - June/July 2017 - 7
Morningstar Magazine - June/July 2017 - 8
Morningstar Magazine - June/July 2017 - 9
Morningstar Magazine - June/July 2017 - 10
Morningstar Magazine - June/July 2017 - 11
Morningstar Magazine - June/July 2017 - 12
Morningstar Magazine - June/July 2017 - 13
Morningstar Magazine - June/July 2017 - 14
Morningstar Magazine - June/July 2017 - 15
Morningstar Magazine - June/July 2017 - 16
Morningstar Magazine - June/July 2017 - 17
Morningstar Magazine - June/July 2017 - 18
Morningstar Magazine - June/July 2017 - 19
Morningstar Magazine - June/July 2017 - 20
Morningstar Magazine - June/July 2017 - 21
Morningstar Magazine - June/July 2017 - 22
Morningstar Magazine - June/July 2017 - 23
Morningstar Magazine - June/July 2017 - 24
Morningstar Magazine - June/July 2017 - 25
Morningstar Magazine - June/July 2017 - 26
Morningstar Magazine - June/July 2017 - 27
Morningstar Magazine - June/July 2017 - 28
Morningstar Magazine - June/July 2017 - 29
Morningstar Magazine - June/July 2017 - 30
Morningstar Magazine - June/July 2017 - 31
Morningstar Magazine - June/July 2017 - 32
Morningstar Magazine - June/July 2017 - 33
Morningstar Magazine - June/July 2017 - 34
Morningstar Magazine - June/July 2017 - 35
Morningstar Magazine - June/July 2017 - 36
Morningstar Magazine - June/July 2017 - 37
Morningstar Magazine - June/July 2017 - 38
Morningstar Magazine - June/July 2017 - 39
Morningstar Magazine - June/July 2017 - 40
Morningstar Magazine - June/July 2017 - 41
Morningstar Magazine - June/July 2017 - 42
Morningstar Magazine - June/July 2017 - 43
Morningstar Magazine - June/July 2017 - 44
Morningstar Magazine - June/July 2017 - 45
Morningstar Magazine - June/July 2017 - 46
Morningstar Magazine - June/July 2017 - 47
Morningstar Magazine - June/July 2017 - 48
Morningstar Magazine - June/July 2017 - 49
Morningstar Magazine - June/July 2017 - 50
Morningstar Magazine - June/July 2017 - 51
Morningstar Magazine - June/July 2017 - 52
Morningstar Magazine - June/July 2017 - 53
Morningstar Magazine - June/July 2017 - 54
Morningstar Magazine - June/July 2017 - 55
Morningstar Magazine - June/July 2017 - 56
Morningstar Magazine - June/July 2017 - 57
Morningstar Magazine - June/July 2017 - 58
Morningstar Magazine - June/July 2017 - 59
Morningstar Magazine - June/July 2017 - 60
Morningstar Magazine - June/July 2017 - 61
Morningstar Magazine - June/July 2017 - 62
Morningstar Magazine - June/July 2017 - 63
Morningstar Magazine - June/July 2017 - 64
Morningstar Magazine - June/July 2017 - 65
Morningstar Magazine - June/July 2017 - 66
Morningstar Magazine - June/July 2017 - 67
Morningstar Magazine - June/July 2017 - 68
Morningstar Magazine - June/July 2017 - 69
Morningstar Magazine - June/July 2017 - 70
Morningstar Magazine - June/July 2017 - 71
Morningstar Magazine - June/July 2017 - 72
Morningstar Magazine - June/July 2017 - 73
Morningstar Magazine - June/July 2017 - 74
Morningstar Magazine - June/July 2017 - 75
Morningstar Magazine - June/July 2017 - 76
Morningstar Magazine - June/July 2017 - 77
Morningstar Magazine - June/July 2017 - 78
Morningstar Magazine - June/July 2017 - 79
Morningstar Magazine - June/July 2017 - 80
Morningstar Magazine - June/July 2017 - 81
Morningstar Magazine - June/July 2017 - 82
Morningstar Magazine - June/July 2017 - 83
Morningstar Magazine - June/July 2017 - 84
Morningstar Magazine - June/July 2017 - 85
Morningstar Magazine - June/July 2017 - 86
Morningstar Magazine - June/July 2017 - 87
Morningstar Magazine - June/July 2017 - 88
Morningstar Magazine - June/July 2017 - 89
Morningstar Magazine - June/July 2017 - 90
Morningstar Magazine - June/July 2017 - 91
Morningstar Magazine - June/July 2017 - 92
Morningstar Magazine - June/July 2017 - 93
Morningstar Magazine - June/July 2017 - 94
Morningstar Magazine - June/July 2017 - 95
Morningstar Magazine - June/July 2017 - 96
Morningstar Magazine - June/July 2017 - 97
Morningstar Magazine - June/July 2017 - 98
Morningstar Magazine - June/July 2017 - 99
Morningstar Magazine - June/July 2017 - 100
Morningstar Magazine - June/July 2017 - 101
Morningstar Magazine - June/July 2017 - 102
Morningstar Magazine - June/July 2017 - 103
Morningstar Magazine - June/July 2017 - 104
Morningstar Magazine - June/July 2017 - 105
Morningstar Magazine - June/July 2017 - 106
Morningstar Magazine - June/July 2017 - 107
Morningstar Magazine - June/July 2017 - 108
Morningstar Magazine - June/July 2017 - 109
Morningstar Magazine - June/July 2017 - 110
Morningstar Magazine - June/July 2017 - 111
Morningstar Magazine - June/July 2017 - 112
Morningstar Magazine - June/July 2017 - Cover3
Morningstar Magazine - June/July 2017 - Cover4
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_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100809
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607_lincoln
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100607
https://www.nxtbook.com/nxtbooks/morningstar/advisor_20100405_lincoln
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