1 Strategic Insights/Simfund among top 50 competitors between 2008 and 2020. Excludes ETFs, Fund of Funds, and money market funds.
2 Morningstar and ISS Strategic Insight/Simfund. Excludes ETFs, Fund of Fund (for double counting of assets) and money markets
3 Sources: Morningstar and Strategic Insight/Simfund. Excludes ETFs and money markets