Top investment categories in 3Q net flows
Top investment categories in 3Q net flows Click column headers to sort fields…
Top investment categories in 3Q net flows
Click column headers to sort fields
| Rank | Morningstar category | Assets 3Q ’07 | Net flows 3Q ’06 | Net flows 3Q ’07 | Net flows 3Q ’06 | % of total 3Q ’07 |
|---|---|---|---|---|---|---|
| 1 | Large blend | 3666960 | -3086 | 24024 | -9 | 37 |
| 2 | Intermediate-term bond | 1458995 | 7462 | 13422 | 22 | 21 |
| 3 | Foreign large blend | 1265965 | 5468 | 11213 | 16 | 17 |
| 4 | World allocation | 564670 | 6413 | 6657 | 19 | 10 |
| 5 | World stock | 1076521 | 4575 | 5829 | 14 | 9 |
| 6 | Target date 2015-2029 | 212629 | 3215 | 5150 | 9 | 8 |
| 7 | Target date 2030+ | 160371 | 2380 | 4631 | 7 | 7 |
| 8 | Pacific/Asia ex-Japan stock | 121766 | 393 | 4449 | 1 | 7 |
| Data as of Sept. 30; $ in millions | Source: Source: Financial Research Corp. | |||||
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