Graph and download economic data for Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Level (BOGZ1FL073164013Q) from Q4 1970 to Q1 2025 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.

The benchmark interest rate in the United States was last recorded at 4.50 percent. This dataset provides the latest reported value for - United States Fed Funds Rate - plus previous releases, historical high and low, short-term forecast and long-term prediction, economic calendar, survey consensus and news.

Graph and download economic data for Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent Change in Index (BOGZ1PC073164013Q) from Q1 1971 to Q1 2025 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.

Graph and download economic data for Interest Rates and Price Indexes; Dow Jones U.S. Total Market Index, Percent Change in Index (BOGZ1PC073164013A) from 1971 to 2024 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.

Broad Based Index Fund Market Outlook

The global broad-based index fund market size was valued at USD 5.3 trillion in 2023 and is projected to reach USD 11.2 trillion by 2032, growing at a compound annual growth rate (CAGR) of 8.5% during the forecast period. This substantial growth is driven by increasing investor interest in passive investment strategies, along with the rising emphasis on cost-effective and diversified portfolio management.

The surge in demand for broad-based index funds can be attributed to several key growth factors. Firstly, the growing awareness and education about the benefits of passive investing over active management have played a significant role. Investors are increasingly leaning towards index funds due to their lower expense ratios, tax efficiency, and the ability to provide broad market exposure with minimal effort. Secondly, technological advancements and the rise of fintech have made these funds more accessible to a wider audience through online platforms and robo-advisors, democratizing investment opportunities for retail investors globally. Lastly, regulatory changes in many regions are encouraging greater transparency and lower fees in the financial services industry, which further bolsters the attractiveness of index funds as a preferred investment vehicle.

The popularity of broad-based index funds is also bolstered by their performance resilience during market volatility. Historical data indicates that while actively managed funds often struggle to outperform the market consistently, index funds tend to provide more stable returns over the long term. This trend has been particularly noticeable during economic downturns and periods of market uncertainty, where investors seek the relative safety and predictability offered by broad-based diversified portfolios. Additionally, the increased focus on retirement planning and the shift from defined benefit to defined contribution retirement plans have spurred the growth of index funds as they are often the preferred choice in retirement accounts due to their long-term growth potential and lower costs.

The regional outlook for the broad-based index fund market highlights significant growth potential across various geographies. North America, particularly the United States, remains the largest market for index funds, driven by the deep-rooted culture of investing and a well-established financial infrastructure. Europe follows closely, with growth fueled by regulatory support and increasing investor awareness. The Asia Pacific region is expected to witness the highest growth rate, propelled by the burgeoning middle class, rising disposable incomes, and increasing penetration of financial services. Latin America and the Middle East & Africa are also anticipated to demonstrate steady growth as financial markets in these regions continue to develop and mature.

Mutual Funds Sales have seen a notable uptick as investors increasingly seek diversified investment options that align with their financial goals. This trend is particularly evident in the context of broad-based index funds, where mutual funds offer a structured approach to investing in a wide array of assets. The appeal of mutual funds lies in their ability to pool resources from multiple investors, enabling access to a diversified portfolio that might otherwise be unattainable for individual investors. This collective investment model not only reduces risk but also provides investors with professional management and oversight. As the financial landscape evolves, mutual funds continue to play a crucial role in facilitating access to index funds, thereby driving sales and expanding their market presence.

Fund Type Analysis

Equity index funds represent a significant portion of the broad-based index fund market. These funds track a variety of stock indices, such as the S&P 500, NASDAQ, and MSCI World Index, providing investors with exposure to a wide array of equity markets. The appeal of equity index funds lies in their ability to offer broad market diversification at a low cost. Investors benefit from the lower fees associated with passive management and the reduced risk of individual stock selection. As a result, equity index funds have become a staple in both retail and institutional portfolios, driving robust demand and growth in this segment.

Bond index funds, though smaller in market share compared to their equity counterparts, are gaining traction as investors seek stable income and risk diversifi

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

Are Index Funds Good Investments?

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

The North American mutual fund industry is a substantial and steadily growing market. While the exact market size for 2025 isn't provided, considering a CAGR of over 5% and a substantial existing market, a reasonable estimate for the 2025 market size would be in the range of $20 trillion to $25 trillion (in USD). This substantial value reflects the industry's critical role in wealth management and retirement planning across North America. The continued growth is fueled by several key drivers: increasing retail investor participation, particularly among millennials and Gen Z, driven by factors such as improved financial literacy and access to online investment platforms. Furthermore, favorable regulatory environments and a shift towards passive investment strategies like index funds and ETFs are also contributing to the market expansion. However, challenges remain. Rising interest rates, potential market volatility, and increased competition from fintech disruptors pose constraints to growth. The industry's segmentation reflects this diversity, with a range of offerings including equity funds, bond funds, balanced funds, and specialized funds catering to varying risk appetites and investment goals. Leading players like Vanguard, Fidelity Investments, BlackRock, and others compete intensely, driving innovation and efficiency within the sector. The forecast period (2025-2033) projects continued expansion, with the CAGR exceeding 5% annually. This sustained growth is expected to be driven by several factors: the increasing adoption of robo-advisors and automated investment platforms that broaden access to mutual funds, the rising demand for ESG (environmental, social, and governance) investing, and the persistent need for long-term retirement savings solutions. Nevertheless, the industry will likely face ongoing pressures to adapt to evolving investor preferences, technological advancements, and regulatory changes. Maintaining investor trust and managing risks associated with market fluctuations will remain crucial for the industry's sustained success. Notable trends are: Market Securities Held By Mutual Funds in United States.

The global equity fund sales market is experiencing robust growth, driven by increasing investor interest in diversified portfolios and the potential for higher returns compared to other asset classes. While precise figures for market size and CAGR are not provided, a reasonable estimation, based on industry reports and observed trends in similar financial sectors, suggests a market size exceeding $15 trillion in 2025. Considering the consistent growth observed in the past few years, a Compound Annual Growth Rate (CAGR) of around 8-10% is plausible for the forecast period (2025-2033), resulting in a significantly larger market by 2033. This growth is fueled by several key drivers: rising global wealth, particularly in emerging markets; favorable regulatory environments encouraging investment; the increasing adoption of digital platforms for fund sales; and the growing popularity of passive investment strategies such as index funds and ETFs. The market is segmented by application (direct and indirect sales) and fund type (active and passive). Passive funds, especially ETFs, are gaining significant traction due to their low cost and ease of access, contributing to a significant share of the market growth. However, regulatory changes, market volatility, and the increasing competition among fund managers present challenges to sustained growth. The major players in the equity fund sales market are a mix of established global giants like BlackRock, Vanguard, and Fidelity, alongside significant regional players. These firms compete on factors such as brand recognition, investment performance, fund management fees, and technological capabilities. The geographical distribution of equity fund sales is broad, with North America and Europe currently dominating the market. However, the Asia-Pacific region, particularly China and India, exhibits strong growth potential due to burgeoning middle classes and increasing financial literacy. Future growth will depend on factors such as the global economic outlook, investor sentiment, technological innovations in the fintech sector, and evolving regulatory frameworks. The continued expansion of the market suggests significant opportunities for investors and fund managers alike, demanding a nuanced understanding of regional dynamics and evolving investor preferences.

The global equity fund sales market exhibits robust growth, driven by increasing retail investor participation, favorable regulatory environments in several key markets, and the ongoing search for higher returns in a low-interest-rate environment. The market's Compound Annual Growth Rate (CAGR) is estimated at 7%, suggesting a significant expansion over the forecast period (2025-2033). Key market drivers include the rising adoption of digital investment platforms, which provide greater accessibility and lower fees, as well as a growing awareness of the importance of long-term investment strategies among younger demographics. While geopolitical uncertainty and market volatility can act as restraints, the overall long-term outlook remains positive, fueled by consistent inflows from institutional investors and the continuous innovation in investment products and services offered by major players. The market is segmented by fund type (e.g., index funds, actively managed funds, thematic funds), investor type (institutional, retail), and geographic region. Leading players such as BlackRock, Vanguard, and Fidelity Investments continue to dominate the market landscape through their extensive product offerings, strong brand recognition, and global reach. Competitive pressures are intensifying as smaller players and fintech firms challenge established players with innovative technologies and tailored investment solutions. The competitive landscape is characterized by consolidation and strategic partnerships, with larger firms acquiring smaller players to expand their product portfolios and geographic reach. The emergence of Exchange-Traded Funds (ETFs) and passively managed funds is reshaping the market dynamics, offering cost-effective alternatives to actively managed funds. This shift towards passive investing has led to a price war among providers, pushing fee compression and demanding greater efficiency from asset management companies. Emerging markets, particularly in Asia and Latin America, represent significant growth opportunities, driven by rising disposable incomes, burgeoning middle classes, and increasing financial literacy. However, regulatory hurdles and market infrastructure limitations can pose challenges for expansion into these regions. Future growth will likely be driven by technological advancements, personalized investment solutions tailored to individual investor needs and risk profiles, and the increasing integration of environmental, social, and governance (ESG) factors into investment strategies.

The inflation rate in the United States declined significantly between June 2022 and May 2025, despite rising inflationary pressures towards the end of 2024. The peak inflation rate was recorded in June 2022, at *** percent. In August 2023, the Federal Reserve's interest rate hit its highest level during the observed period, at **** percent, and remained unchanged until September 2024, when the Federal Reserve implemented its first rate cut since September 2021. By January 2025, the rate dropped to **** percent, signalling a shift in monetary policy. What is the Federal Reserve interest rate? The Federal Reserve interest rate, or the federal funds rate, is the rate at which banks and credit unions lend to and borrow from each other. It is one of the Federal Reserve's key tools for maintaining strong employment rates, stable prices, and reasonable interest rates. The rate is determined by the Federal Reserve and adjusted eight times a year, though it can be changed through emergency meetings during times of crisis. The Fed doesn't directly control the interest rate but sets a target rate. It then uses open market operations to influence rates toward this target. Ways of measuring inflation Inflation is typically measured using several methods, with the most common being the Consumer Price Index (CPI). The CPI tracks the price of a fixed basket of goods and services over time, providing a measure of the price changes consumers face. At the end of 2023, the CPI in the United States was ****** percent, up from ****** a year earlier. A more business-focused measure is the producer price index (PPI), which represents the costs of firms.

Graph and download economic data for Interest Rates and Price Indexes; NYSE Composite Index, Level (BOGZ1FL073164003Q) from Q4 1945 to Q1 2025 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.

North America Mutual Fund Market size was valued at USD 586.53 Billion in 2024 and is projected to reach USD 973.36 Billion by 2031, growing at a CAGR of 6.90% during the forecast period 2024-2031.

North America Mutual Fund Market Drivers

1. Increasing Institutional and Retail Investments The growth of mutual funds in North America is being propelled by rising involvement from both institutional and retail investors. Traditional savings accounts' low interest rates inspire people to look for mutual funds in order to increase their earnings.
2. A favourable regulatory environment A stable regulatory framework that boosts investor trust is provided by the Securities and Exchange Commission (SEC) and the Investment Company Act of 1940. Mutual fund risk management and transparency have improved as a result of recent changes like the SEC's Liquidity Risk Management Rule.
3. The Growth of ETFs and Passive Investing Because index funds and exchange-traded funds (ETFs) have lower fees and perform better than actively managed funds, investors are moving more and more towards them. In order to compete with ETFs, mutual fund companies are adjusting by launching inexpensive index funds.

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

[Video] S&P 500: Bull or Bear?

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

Effective Federal Funds Rate in the United States remained unchanged at 4.33 percent on Wednesday July 2. This dataset includes a chart with historical data for the United States Effective Federal Funds Rate.

Snapshot img

Fixed Income Assets Management Market Size 2025-2029

The fixed income assets management market size is forecast to increase by USD 9.16 tr at a CAGR of 6.3% between 2024 and 2029.

The market is experiencing significant growth, driven by increasing investor interest in fixed income securities as a hedge against market volatility. A key trend in this market is the expansion of bond Exchange-Traded Funds (ETFs), which offer investors liquidity, diversification, and cost savings. However, this market is not without risks. Transactions in fixed income assets involve complexities such as credit risk, interest rate risk, and liquidity risk, which require sophisticated risk management strategies. As global investors seek to capitalize on market opportunities and navigate these challenges effectively, they must stay informed of regulatory changes, market trends, and technological advancements. Companies that can provide innovative solutions for managing fixed income risks and optimizing returns will be well-positioned to succeed in this dynamic market.

What will be the Size of the Fixed Income Assets Management Market during the forecast period?

Request Free SampleThe fixed income assets market in the United States continues to be an essential component of investment portfolios for various official institutions and individual investors. With an expansive market size and growth, fixed income securities encompass various debt instruments, including corporate bonds and government treasuries. Interest rate fluctuations significantly impact this market, influencing investment decisions and affecting the returns from interest payments on these securities. Fixed income Exchange-Traded Funds (ETFs) and index managers have gained popularity due to their cost-effective and diversified investment options. However, the credit market volatility and associated default risk pose challenges for investors. In pursuit of financial goals, investors often choose fixed income funds over equities for their stable dividend income and tax savings benefits. Market risk and investors' risk tolerance are crucial factors in managing fixed income assets. Economic uncertainty and interest rate fluctuations necessitate active management by asset managers, hedge funds, and mutual funds. The fund maturity and investors' financial goals influence the choice between various fixed income securities, such as treasuries and loans. Despite the challenges, the market's direction remains positive, driven by the continuous demand for income-generating investments.

How is this Fixed Income Assets Management Industry segmented?

The fixed income assets management industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD tr' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments. TypeCoreAlternativeEnd-userEnterprisesIndividualsGeographyNorth AmericaUSCanadaEuropeFranceGermanyItalyUKAPACChinaIndiaJapanSouth KoreaSouth AmericaMiddle East and Africa

By Type Insights

The core segment is estimated to witness significant growth during the forecast period.The fixed income asset management market encompasses a diverse range of investment vehicles, including index investing, pension funds, official institutions, mutual funds, investment advisory services, and hedge funds. This asset class caters to income holders with varying risk tolerances, offering securities such as municipal bonds, government bonds, and high yield bonds through asset management firms. Institutional investors, insurance companies, and corporations also play significant roles in this sector. Fixed income securities, including Treasuries, municipal bonds, corporate bonds, and debt securities, provide regular interest payments and can offer tax savings, making them attractive for investors with financial goals. However, liquidity issues and credit market volatility can pose challenges. The Federal Reserve's interest rate decisions and economic uncertainty also impact the fixed income market. Asset management firms employ various strategies, such as the core fixed income (CFI) strategy, which invests in a mix of investment-grade fixed-income securities. CFI strategies aim to deliver consistent performance by carefully managing portfolios, considering issuer creditworthiness, maturity, and jurisdiction. Fixed income funds, including government bonds and corporate bonds, offer lower market risk compared to equities. Investors can choose from various investment vehicles, including mutual funds, ETFs, and index funds managed by active managers or index managers. Fixed income ETFs, in particular, provide investors with the benefits of ETFs, such as liquidity and transparency, while offering exposure to the fixed income market. Despite market risks and liquidity issues, the fixed income asset management market continues to be

This analysis presents a rigorous exploration of financial data, incorporating a diverse range of statistical features. By providing a robust foundation, it facilitates advanced research and innovative modeling techniques within the field of finance.

An In-depth Analysis of the S&P 500 Index: Performance, Composition, and Implications

Financial data:

• Historical daily stock prices (open, high, low, close, volume)

• Fundamental data (e.g., market capitalization, price to earnings P/E ratio, dividend yield, earnings per share EPS, price to earnings growth, debt-to-equity ratio, price-to-book ratio, current ratio, free cash flow, projected earnings growth, return on equity, dividend payout ratio, price to sales ratio, credit rating)

• Technical indicators (e.g., moving averages, RSI, MACD, average directional index, aroon oscillator, stochastic oscillator, on-balance volume, accumulation/distribution A/D line, parabolic SAR indicator, bollinger bands indicators, fibonacci, williams percent range, commodity channel index)

Machine learning features:

• Feature engineering based on financial data and technical indicators

• Sentiment analysis data from social media and news articles

• Macroeconomic data (e.g., GDP, unemployment rate, interest rates, consumer spending, building permits, consumer confidence, inflation, producer price index, money supply, home sales, retail sales, bond yields)

Potential Applications:

• Stock price prediction

• Portfolio optimization

• Algorithmic trading

• Market sentiment analysis

• Risk management

Use Cases:

• Researchers investigating the effectiveness of machine learning in stock market prediction

• Analysts developing quantitative trading Buy/Sell strategies

• Individuals interested in building their own stock market prediction models

• Students learning about machine learning and financial applications

Additional Notes:

• The dataset may include different levels of granularity (e.g., daily, hourly)

• Data cleaning and preprocessing are essential before model training

• Regular updates are recommended to maintain the accuracy and relevance of the data

According to a survey conducted in April 2024, 73 percent of respondents were concerned about fluctuation in interest rates. In comparison, 53 percent of individual investors indicated being concerned about election outcomes.

The global mutual funds sales market exhibits robust growth, driven by increasing investor awareness, favorable regulatory environments in several key regions, and the rising adoption of digital investment platforms. The market size in 2025 is estimated at $15 trillion, demonstrating significant expansion. This growth is fueled by several key factors including a growing middle class globally with increased disposable income seeking investment opportunities, the ongoing shift towards passive investment strategies (like index funds), and the proliferation of robo-advisors that simplify investment management for a wider range of investors. The market is segmented by fund type (bond, stock, hybrid, others) and sales channel (direct, indirect). While direct sales are growing steadily, indirect sales through financial advisors and brokerage firms remain dominant due to trust factors and personalized financial guidance. Leading players, including BlackRock, Vanguard, and Fidelity Investments, are continuously innovating and expanding their product offerings to capture market share. Geographical expansion into emerging markets is also a significant driver of growth, particularly in Asia-Pacific, fueled by economic growth and increased financial literacy. Despite this positive outlook, the market faces challenges. Global economic uncertainties, fluctuating interest rates, and geopolitical events can significantly impact investor sentiment and investment flows. Regulatory changes and compliance costs can also present hurdles for market participants. Furthermore, competition is intensifying, with both established players and new fintech companies vying for market share. A projected Compound Annual Growth Rate (CAGR) of 8% from 2025 to 2033 suggests sustained growth, with the market potentially exceeding $28 trillion by 2033. However, realizing this potential depends on managing risks associated with macroeconomic volatility and maintaining investor confidence.

The global commodity index funds market is experiencing robust growth, driven by increasing investor interest in diversification and hedging against inflation. The market, currently estimated at $500 billion in 2025, is projected to achieve a compound annual growth rate (CAGR) of 12% from 2025 to 2033, reaching approximately $1.6 trillion by 2033. Several factors contribute to this expansion. Firstly, rising inflation globally is pushing investors towards alternative assets like commodities, offering a potential inflation hedge. Secondly, growing awareness of commodity market volatility and the need for sophisticated investment strategies is driving demand for professionally managed commodity index funds. Thirdly, the increasing sophistication of index fund structures, allowing access to diverse commodity baskets, is attracting both institutional and retail investors. The segments within this market show varying growth trajectories. Precious metal index funds remain a significant portion, while agricultural and energy index funds are experiencing faster growth, fueled by concerns about food security and the transition to renewable energy. Geographic distribution reveals strong growth in Asia-Pacific regions, driven primarily by China and India's expanding economies and increased participation in global commodity markets. North America continues to be a major market, while Europe demonstrates steady growth alongside the Middle East and Africa. Competitive dynamics are shaped by a mix of established players like BlackRock, Invesco, and iShares, and niche players specializing in particular commodity sectors. The market faces challenges, including inherent commodity price volatility, regulatory complexities across different regions, and potential geopolitical risks impacting commodity supply chains. Despite these restraints, the long-term outlook for commodity index funds remains positive, fueled by sustained investor demand for diversified portfolios, inflation hedging strategies, and access to complex commodity markets through easily accessible and managed investment vehicles. This necessitates continuous innovation in fund design, risk management strategies, and accessibility to cater to the evolving needs of a growing investor base.

Graph and download economic data for Interest Rates and Price Indexes; NYSE Composite Index, Level (BOGZ1FL073164003A) from 1945 to 2024 about mutual funds, equity, liabilities, interest rate, interest, rate, price index, indexes, price, and USA.