Morningstar - Q1 2024 - 70

Data Dashboard
Morningstar Global Fund Flows
Flows by U.S. Category Group 12/31/2023
Category Group
US Equity
Sector Equity
International Equity
Allocation
Taxable Bond
Municipal Bond
Alternative
Commodities
Nontraditional Equity
Miscellaneous
All Long Term
-3
-2.14
0.73
-0.83
0.05
-1.70
2.10
-2.67
0.16
-2
-1
1
2
Quarterly Flows for Largest Morningstar Categories 12/31/2023
The technology Morningstar Category saw net inflows in the fourth quarter,
perhaps a result of investor enthusiasm for artificial intelligence technology.
Fund investors also showed a preference for small-blend funds.
Largest Equity Categories
Large Blend
Large Growth
Large Value
Foreign Large Blend
Diversified Emerging Mkts
Mid-Cap Blend
Small Blend
Foreign Large Growth
Mid-Cap Growth
Technology
-3
Q4 Organic Growth Rate %
1.50
-0.31
-1.05
0.91
0.09
-0.38
2.17
-2.11
-1.80
1.62
3
Total Net
Assets $Bil
6,803
2,514
1,687
1,467
635
612
562
491
379
346
The high-yield bond Morningstar Category was one of the more popular
in 2023's fourth quarter. Meanwhile, inflation-protected bond funds saw net
outflows as investors became less concerned with inflation.
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
-5
Q4 Organic Growth Rate %
1.99
-0.29
-3.67
0.65
3.01
1.38
0.88
1.71
1.65
-4.04
-0.39
5
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
1,292
762
496
340
318
314
281
274
247
216
3
Organic Growth Rate %
Q4
0.55
-1.26
-0.30
1-Mo
0.36
-0.26
0.10
-0.67
0.43
0.03
-0.32
-0.72
0.34
-2.74
0.22
1-Mo Active
-0.61
-1.23
-0.67
-0.68
-0.05
-0.17
-0.40
-3.94
0.36
-0.50
-0.49
1-Mo Passive
1.02
0.24
0.98
0.46
1.06
1.41
0.11
0.23
0.19
-2.83
0.94
1-Yr
-0.14
-4.87
0.42
-6.52
4.65
-0.76
-3.28
-8.53
-
3.04
0.34
Total Net Assets
$Bil
13,377
1,274
3,874
1,380
5,195
864
207
157
94
102
26,524
Mkt Sh% Rank
50.43
4.80
14.60
5.20
19.59
3.26
0.78
0.59
0.35
0.39
100.00
1
5
3
4
2
6
7
8
10
9
-
70
Morningstar Q1 2024

Morningstar - Q1 2024

Table of Contents for the Digital Edition of Morningstar - Q1 2024

Contents
Morningstar - Q1 2024 - Cover1
Morningstar - Q1 2024 - Cover2
Morningstar - Q1 2024 - Contents
Morningstar - Q1 2024 - 2
Morningstar - Q1 2024 - 3
Morningstar - Q1 2024 - 4
Morningstar - Q1 2024 - 5
Morningstar - Q1 2024 - 6
Morningstar - Q1 2024 - 7
Morningstar - Q1 2024 - 8
Morningstar - Q1 2024 - 9
Morningstar - Q1 2024 - 10
Morningstar - Q1 2024 - 11
Morningstar - Q1 2024 - 12
Morningstar - Q1 2024 - 13
Morningstar - Q1 2024 - 14
Morningstar - Q1 2024 - 15
Morningstar - Q1 2024 - 16
Morningstar - Q1 2024 - 17
Morningstar - Q1 2024 - 18
Morningstar - Q1 2024 - 19
Morningstar - Q1 2024 - 20
Morningstar - Q1 2024 - 21
Morningstar - Q1 2024 - 22
Morningstar - Q1 2024 - 23
Morningstar - Q1 2024 - 24
Morningstar - Q1 2024 - 25
Morningstar - Q1 2024 - 26
Morningstar - Q1 2024 - 27
Morningstar - Q1 2024 - 28
Morningstar - Q1 2024 - 29
Morningstar - Q1 2024 - 30
Morningstar - Q1 2024 - 31
Morningstar - Q1 2024 - 32
Morningstar - Q1 2024 - 33
Morningstar - Q1 2024 - 34
Morningstar - Q1 2024 - 35
Morningstar - Q1 2024 - 36
Morningstar - Q1 2024 - 37
Morningstar - Q1 2024 - 38
Morningstar - Q1 2024 - 39
Morningstar - Q1 2024 - 40
Morningstar - Q1 2024 - 41
Morningstar - Q1 2024 - 42
Morningstar - Q1 2024 - 43
Morningstar - Q1 2024 - 44
Morningstar - Q1 2024 - 45
Morningstar - Q1 2024 - 46
Morningstar - Q1 2024 - 47
Morningstar - Q1 2024 - 48
Morningstar - Q1 2024 - 49
Morningstar - Q1 2024 - 50
Morningstar - Q1 2024 - 51
Morningstar - Q1 2024 - 52
Morningstar - Q1 2024 - 53
Morningstar - Q1 2024 - 54
Morningstar - Q1 2024 - 55
Morningstar - Q1 2024 - 56
Morningstar - Q1 2024 - 57
Morningstar - Q1 2024 - 58
Morningstar - Q1 2024 - 59
Morningstar - Q1 2024 - 60
Morningstar - Q1 2024 - 61
Morningstar - Q1 2024 - 62
Morningstar - Q1 2024 - 63
Morningstar - Q1 2024 - 64
Morningstar - Q1 2024 - 65
Morningstar - Q1 2024 - 66
Morningstar - Q1 2024 - 67
Morningstar - Q1 2024 - 68
Morningstar - Q1 2024 - 69
Morningstar - Q1 2024 - 70
Morningstar - Q1 2024 - 71
Morningstar - Q1 2024 - 72
Morningstar - Q1 2024 - Cover3
Morningstar - Q1 2024 - Cover4
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_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