In 2025, stock markets in the United States accounted for roughly ** percent of world stocks. The next largest country by stock market share was China, followed by the European Union as a whole. The New York Stock Exchange (NYSE) and the NASDAQ are the largest stock exchange operators worldwide. What is a stock exchange? The first modern publicly traded company was the Dutch East Industry Company, which sold shares to the general public to fund expeditions to Asia. Since then, groups of companies have formed exchanges in which brokers and dealers can come together and make transactions in one space. Stock market indices group companies trading on a given exchange, giving an idea of how they evolve in real time. Appeal of stock ownership Over half of adults in the United States are investing money in the stock market. Stocks are an attractive investment because the possible return is higher than offered by other financial instruments.

Graph and download economic data for Nasdaq US Small Cap Investment Services Index (NASDAQNQUSS30202015) from 2011-06-06 to 2025-11-17 about small cap, market cap, NASDAQ, investment, services, indexes, and USA.

Context

Stock Exchange is a market that allows you to buy and sell securities including shares of stock, bonds, and other financial instruments in a public venue. Stock markets enable companies to be traded publicly and raise capital. Stock markets promote investment. The raising of capital allows companies to grow their businesses, expand operations and create jobs in the economy. This investment is a key driver for economic trade, growth, and prosperity.

Content

This dataset consists of 15 years of data of some of the world's most-followed stock indices from various developed and emerging markets. The data includes the opening, closing, high, low, adjusted close and total volume of transactions that occurred on a given day.

Inspiration

People who invest in stock must be familiar with the Dow Jones, Nasdaq, Shanghai stock exchange as a few biggest exchanges in the list of largest stock exchanges in the world. But there are some other large stock exchanges that are tracked on a daily basis by traders and investors to gauge the global market sentiment. During the past 15 years, a few of these markets have also outperformed their global peers in terms of the total return delivered.

The net return of the MSCI Emerging Markets Index (USD) varied depending on the investment timeframe, as net return is an annualized measure of the rate of return. After *** year of investment, the net return was roughly **** percent, while the return after five years was **** percent.

Switzerland Equity Index: SIX Swiss Exchange: Investment Companies Shares Return data was reported at 2,598.710 01Jul1998=1000 in Oct 2018. This records a decrease from the previous number of 2,876.000 01Jul1998=1000 for Sep 2018. Switzerland Equity Index: SIX Swiss Exchange: Investment Companies Shares Return data is updated monthly, averaging 851.170 01Jul1998=1000 from Jul 1998 (Median) to Oct 2018, with 244 observations. The data reached an all-time high of 2,876.000 01Jul1998=1000 in Sep 2018 and a record low of 417.670 01Jul1998=1000 in Mar 2009. Switzerland Equity Index: SIX Swiss Exchange: Investment Companies Shares Return data remains active status in CEIC and is reported by SIX Swiss Exchange. The data is categorized under Global Database’s Switzerland – Table CH.Z001: SIX Swiss Exchange: Stock Market Index.

View market daily updates and historical trends for Wilshire US Real Estate Investment Trust Total Market Index (DISCONTINUED). from United States. Source…

Nepal Stock Exchange: Index: Investment Index data was reported at 105.920 NA in Nov 2025. This records an increase from the previous number of 105.300 NA for Oct 2025. Nepal Stock Exchange: Index: Investment Index data is updated monthly, averaging 74.340 NA from Feb 2021 (Median) to Nov 2025, with 58 observations. The data reached an all-time high of 117.860 NA in Jul 2025 and a record low of 55.730 NA in Oct 2022. Nepal Stock Exchange: Index: Investment Index data remains active status in CEIC and is reported by Exchange Data International Limited. The data is categorized under Global Database’s Nepal – Table NP.EDI.SE: Nepal Stock Exchange: Monthly.

Dataset

This dataset was created by Zihan SUN Daisy

Contents

Graph and download economic data for Nasdaq US Small Cap Investment Banking and Brokerage Services Index (NASDAQNQUSS302020) from 2011-05-31 to 2025-11-07 about small cap, brokers, market cap, NASDAQ, investment, banks, services, depository institutions, indexes, and USA.

United States - Wilshire US Real Estate Investment Trust Total Market (Wilshire US REIT) was 13181.06000 Index in May of 2024, according to the United States Federal Reserve. Historically, United States - Wilshire US Real Estate Investment Trust Total Market (Wilshire US REIT) reached a record high of 16010.98000 in December of 2021 and a record low of 97.15000 in January of 1978. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Wilshire US Real Estate Investment Trust Total Market (Wilshire US REIT) - last updated from the United States Federal Reserve on October of 2025.

The Dow Jones Industrial Average (DJIA) index dropped around ***** points in the four weeks from February 12 to March 11, 2020, but has since recovered and peaked at ********* points as of November 24, 2024. In February 2020 - just prior to the global coronavirus (COVID-19) pandemic, the DJIA index stood at a little over ****** points. U.S. markets suffer as virus spreads The COVID-19 pandemic triggered a turbulent period for stock markets – the S&P 500 and Nasdaq Composite also recorded dramatic drops. At the start of February, some analysts remained optimistic that the outbreak would ease. However, the increased spread of the virus started to hit investor confidence, prompting a record plunge in the stock markets. The Dow dropped by more than ***** points in the week from February 21 to February 28, which was a fall of **** percent – its worst percentage loss in a week since October 2008. Stock markets offer valuable economic insights The Dow Jones Industrial Average is a stock market index that monitors the share prices of the 30 largest companies in the United States. By studying the performance of the listed companies, analysts can gauge the strength of the domestic economy. If investors are confident in a company’s future, they will buy its stocks. The uncertainty of the coronavirus sparked fears of an economic crisis, and many traders decided that investment during the pandemic was too risky.

According to Cognitive Market Research, the global index fund market size was USD XX million in 2024. It will expand at a compound annual growth rate (CAGR) of 6.00% from 2024 to 2031.

North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.2% from 2024 to 2031.
Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million.
Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 8.0% from 2024 to 2031.
Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.4% from 2024 to 2031.
Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.7% from 2024 to 2031.
The insurance fund held the highest index fund market revenue share in 2024.

Market Dynamics of Index Fund Market

Key Drivers for Index Fund Market

Increased Awareness and Education About Investing to Increase the Demand Globally

Increased awareness and education about investing have driven the growth of the index fund market. As people become more informed about financial principles, they realize the advantages of index funds, including low expenses, diversification, and transparency. Understanding the advantages of passive investing over operational management fosters confidence in index funds as dedicated vehicles for long-term wealth accumulation. This heightened attention drives greater participation in the market, shaping it into a key element of many investors' portfolios and contributing to its ongoing expansion.

Changes in Regulatory Policies, Such As Tax Laws Or Securities Regulations to Propel Market Growth

Changes in regulatory policies, like alterations in tax laws or securities regulations, can profoundly impact the index fund market. Shifts in tax codes may affect investors' after-tax returns, influencing their investment decisions. Similarly, changes in securities regulations can influence the structure and function of index funds, potentially limiting their attractiveness or compliance needs. Such changes can lead to changes in investor behavior, fund implementation, and market dynamics, highlighting the interconnectedness between regulatory conditions and the index fund market's strength and development trajectory?.

Restraint Factor for the Index Fund Market

Changes in Financial Regulations to Limit the Sales

Changes in financial regulations can significantly impact the index fund market. Stricter regulatory requirements may improve compliance expenses for fund managers, potentially directing investors to higher fees. Additionally, regulations that restrict certain types of investments or mandate more comprehensive reporting can decrease the flexibility and attractiveness of index funds. Conversely, regulations encouraging transparency and investor protection can increase confidence and participation in the market.

Impact of Covid-19 on the Index Fund Market

The COVID-19 pandemic significantly impacted the index fund market, initially causing volatility and sharp drops. However, it also revved a shift towards passive investing due to market anticipation and the search for stability. Investors flocked to index funds for their low expenses, diversification, and constant performance. The subsequent market recovery, fueled by monetary and fiscal stimulation, further expanded index fund assets. Overall, the pandemic highlighted the resilience of index funds and solidified their attraction as a core investment strategy during times of economic uncertainty. Introduction of the Index Fund Market

An index fund is a type of mutual fund or ETF designed to replicate the performance of a specific financial market index, delivering low costs, broad diversification, and passive investment management. Growing disposable incomes in developing regions significantly boost the index fund market. As individuals in these areas gain more financial stability, they seek investment opportunities to increase their wealth. Index funds, with their low expenses, ...

Indexes included in the Russell U.S. Index Series Russell 3000®: The Russell 3000 Index measures the performance of the largest 3,000 U.S. companies representing approximately 98% of the investable U.S. equity market. Russell 1000®: The Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe. It is a subset of the Russell 3000 Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership. The Russell 1000 represents approximately 91% of the U.S. market. Russell 2000®: The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 Index is a subset of the Russell 3000 Index representing approximately 9% of the total market capitalization of that index. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership. Index Inception Dates Russell 1000® Index (1/1979) Russell 1000® Growth Index (1/1979) Russell 1000® Value Index (1/1979) Russell 2000® Index (1/1979) Russell 2000® Growth Index (1/1979) Russell 2000® Value Index (1/1979) Russell 2500™ Index (4/2003) Russell 2500™ Growth Index (4/2003) Russell 2500™ Value Index (4/2003) Russell 3000® Index (1/1979) Russell 3000® Growth Index (1/1979) Russell 3000® Value Index (1/1979) Russell Midcap® Index (1/1986) Russell Midcap® Growth Index (1/1987) Russell Midcap® Value Index (1/1987) Russell Small Cap Completeness Index (4/2003) Russell Small Cap Completeness Growth Index (4/2003) Russell Small Cap Completeness Value Index (4/2003) Russell Top 200® Index (7/1996) Russell Top 200® Growth Index (7/2001) Russell Top 200® Value Index (7/2001) Monthly Files included in the Russell U.S. Index Series Monthly Closing Files – RGS These holdings files reflect the official closing positions for all constituents of the 21 U.S. Russell Indexes at month-end back to December 1986 and at quarter-end from September 1986 back to December 1978. Security level information such as returns, market values, sector and industry classifications, and security weights are included in the file. Files are fixed-width text files and have a naming convention of H_yyyymmdd_RGS.txt. Monthly Closing Files – ICB These holdings files reflect the official closing positions for all constituents of the 21 U.S. Russell Indexes at month-end back to January 2010. Security level information such as returns, market values, sector and industry classifications, and security weights are included in the file. Files are comma delimited text files and have a naming convention of H_yyyymmdd.csv. Monthly Contribution to Return by RGS Files These files provide contribution to return using RGS as of the end of the month for each of the 21 U.S. Russell Indexes back to August 2008. Files are tab delimited text files and have a naming convention of CTR_MONTHLY_RGS_yyyymmdd.txt.. Monthly Contribution to Return by ICB Files These files provide contribution to return using ICB as of the end of the month for each of the 21 U.S. Russell Indexes back to August 2020. Files are comma delimited text files and have a naming convention of CTR_MONTHLY_yyyymmdd.csv. Monthly RGS Sector Weights Files These files provide monthly Russell Global Sector (RGS) weights for all 21 US Indexes at month-end back to November 2009. Files are comma delimited text files and have a naming convention of SWH_RGS_ALL_yyyymmdd.txt. Monthly ICB Sector Weights Files These files provide monthly Industrial Classification Benchmark (ICB) weights for all 21 US Indexes at month-end back to March 2020. Files are comma delimited text files and have a naming convention of SWH_ALL_yyyymmdd.csv. Note: In August 2020 FTSE Russell transitioned to ICB classification from the RGS classification. All data from September, 2020 is only available using ICB Classification. Data is current to 2024.

Historical data on Russell US indexes. Data Files Cover: Sector Weights - Individual index files with complete history in each. Sector Weights - Monthly files with all indexes in each. Index Holdings Closed Positions -Periodic (M/Q) files with all indexes in each. Includes Daily Index Holdings for each closing day. Monthly Contribution to Return, an analysis of each sector and industry contributing to the overall return of the Russell Index.

Taiwan CCI: next 6 mth: Investment Prospect of Stock Market data was reported at 77.600 Point in Nov 2018. This records a decrease from the previous number of 85.300 Point for Oct 2018. Taiwan CCI: next 6 mth: Investment Prospect of Stock Market data is updated monthly, averaging 73.200 Point from Jan 2001 (Median) to Nov 2018, with 215 observations. The data reached an all-time high of 109.700 Point in Apr 2015 and a record low of 38.800 Point in Oct 2001. Taiwan CCI: next 6 mth: Investment Prospect of Stock Market data remains active status in CEIC and is reported by The Research Center for Taiwan Economic Development, National Central University. The data is categorized under Global Database’s Taiwan – Table TW.H018: Consumer Confidence Index (CCI).

Cyprus Stock Exchange: Index: Investment Market data was reported at 2,398.640 NA in Jul 2024. This records an increase from the previous number of 2,168.620 NA for Jun 2024. Cyprus Stock Exchange: Index: Investment Market data is updated monthly, averaging 833.875 NA from Jun 2013 (Median) to Jul 2024, with 134 observations. The data reached an all-time high of 2,398.640 NA in Jul 2024 and a record low of 486.810 NA in Jun 2013. Cyprus Stock Exchange: Index: Investment Market data remains active status in CEIC and is reported by Exchange Data International Limited. The data is categorized under Global Database’s Cyprus – Table CY.EDI.SE: Cyprus Stock Exchange: Monthly.

The Value Line Investment Survey is one of the oldest, continuously running investment advisory publications. Since 1955, the Survey has been published in multiple formats including print, loose-leaf, microfilm and microfiche. Data from 1997 to present is now available online. The Survey tracks 1700 stocks across 92 industry groups. It provides reported and projected measures of firm performance, proprietary rankings and analysis for each stock on a quarterly basis. This dataset, a subset of the Survey covering the years 1980-1989 has been digitized from the microfiche collection available at the Dewey Library (FICHE HG 4501.V26). It is only available to MIT students and faculty for academic research. Published weekly, each edition of the Survey has the following three parts: Summary & Index: includes an alphabetical listing of all industries with their relative ranking and the page number for detailed industry analysis. It also includes an alphabetical listing of all stocks in the publication with references to their location in Part 3, Ratings & Reports. Selection & Opinion: contains the latest economic and stock market commentary and advice along with one or more pages of research on interesting stocks or industries, and a variety of pertinent economic and stock market statistics. It also includes three model stock portfolios. Ratings & Reports: This is the core of the Value Line Investment Survey. Preceded by an industry report, each one-page stock report within that industry includes Timeliness, Safety and Technical rankings, 3-to 5-year analyst forecasts for stock prices, income and balance sheet items, up to 17 years of historical data, and Value Line analysts’ commentaries. The report also contains stock price charts, quarterly sales, earnings, and dividend information. Publication Schedule: Each edition of the Survey covers around 130 stocks in seven to eight industries on a preset sequential schedule so that all 1700 stocks are analyzed once every 13 weeks or each quarter. All editions are numbered 1-13 within each quarter. For example, in 1980, reports for Chrysler appear in edition 1 of each quarter on the following dates: January 4, 1980 – page 132 April 4, 1980 – page 133 July 4, 1980 – page 133 October 1, 1980 – page 133 Reports for Coca-Cola were published in edition 10 of each quarter on: March 7, 1980 – page 1514 June 6, 1980 – page 1518 Sept. 5, 1980 – page 1517 Dec. 5, 1980 – page 1548 Any significant news affecting a stock between quarters is covered in the supplementary reports that appear at the end of part 3, Ratings & Reports. File format: Digitized files within this dataset are in PDF format and are arranged by publication date within each compressed annual folder. How to Consult the Value Line Investment Survey: To find reports on a particular stock, consult the alphabetical listing of stocks in the Summary & Index part of the relevant weekly edition. Look for the page number just to the left of the company name and then use the table below to identify the edition where that page number appears. All editions within a given quarter are numbered 1-13 and follow equally sized page ranges for stock reports. The table provides page ranges for stock reports within editions 1-13 of 1980 Q1. It can be used to identify edition and page numbers for any quarter within a given year. Ratings & Reports Edition Pub. Date Pages 1 04-Jan-80 100-242 2 11-Jan-80 250-392 3 18-Jan-80 400-542 4 25-Jan-80 550-692 5 01-Feb-80 700-842 6 08-Feb-80 850-992 7 15-Feb-80 1000-1142 8 22-Feb-80 1150-1292 9 29-Feb-80 1300-1442 10 07-Mar-80 1450-1592 11 14-Mar-80 1600-1742 12 21-Mar-80 1750-1908 13 28-Mar-80 2000-2142 Another way to navigate to the Ratings & Reports part of an edition would be to look around page 50 within the PDF document. Note that the page numbers of the PDF will not match those within the publication.

Snapshot img

Mutual Funds Market Size 2025-2029

The mutual funds market size is valued to increase USD 85.5 trillion, at a CAGR of 9.9% from 2024 to 2029. Market liquidity will drive the mutual funds market.

Major Market Trends & Insights

North America dominated the market and accounted for a 52% growth during the forecast period.
By Type - Stock funds segment was valued at USD 50.80 trillion in 2023
By Distribution Channel - Advice channel segment accounted for the largest market revenue share in 2023

Market Size & Forecast

Market Opportunities: USD 151.38 trillion
Market Future Opportunities: USD 85.50 trillion
CAGR : 9.9%
North America: Largest market in 2023

Market Summary

The market represents a dynamic and ever-evolving financial landscape, characterized by continuous growth and innovation. With core technologies such as artificial intelligence and machine learning increasingly shaping investment strategies, mutual funds have become a preferred choice for individual and institutional investors alike. According to recent reports, mutual fund assets under management globally reached an impressive 61.8 trillion USD as of 2021, underscoring the market's substantial size and influence. However, the market is not without challenges. Transaction risks, regulatory compliance, and competition from alternative investment vehicles remain significant hurdles.
Despite these challenges, opportunities abound, particularly in developing nations where mutual fund adoption rates have been on the rise. For instance, mutual fund assets in Asia Pacific grew by 15.3% in 2020, outpacing the global average. As market liquidity continues to improve and regulatory frameworks evolve, the market is poised for further expansion and transformation.

What will be the Size of the Mutual Funds Market during the forecast period?

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How is the Mutual Funds Market Segmented and what are the key trends of market segmentation?

The mutual funds industry research report provides comprehensive data (region-wise segment analysis), with forecasts and estimates in 'USD trillion' for the period 2025-2029, as well as historical data from 2019-2023 for the following segments.

Type

  Stock funds
  Bond funds
  Money market funds
  Hybrid funds


Distribution Channel

  Advice channel
  Retirement plan channel
  Institutional channel
  Direct channel
  Supermarket channel


Geography

  North America

    US
    Canada


  Europe

    France
    Germany
    Italy
    Spain
    UK


  APAC

    Australia
    China
    India


  Rest of World (ROW)

By Type Insights

The stock funds segment is estimated to witness significant growth during the forecast period.

Mutual funds, specifically those investing in stocks, constitute a significant segment of the financial market. These funds exhibit diverse characteristics, catering to various investor preferences. For instance, growth funds prioritize stocks with high growth potential, while income funds focus on securities yielding regular dividends. Index funds mirror a specific market index, such as the S&P 500, and sector funds zero in on a particular industry sector. Share classes within mutual funds differ based on the share of investment. For example, large-cap funds allocate a minimum of 80% of their assets to large-cap companies, which represent the top 100 firms in terms of market capitalization.

Investors can opt for dividend reinvestment plans, enabling them to reinvest their dividends to maximize returns. Tax-efficient investing strategies, such as tax-loss harvesting, help minimize tax liabilities. Bond fund yields and currency exchange risk are essential considerations for investors in bond funds. Risk management strategies, including diversification and asset allocation models, play a crucial role in mitigating potential losses. Fund manager expertise and regulatory compliance frameworks are essential factors for investors. Hedge fund strategies, financial statement audits, actively managed funds, and passive investment strategies all contribute to the evolving mutual fund landscape. Expense ratios, asset allocation models, capital gains distributions, and portfolio rebalancing techniques are essential metrics for evaluating mutual fund performance.

Inflation-adjusted returns and equity fund volatility are crucial for long-term investment planning. Alternative investment funds and exchange-traded funds (ETFs) offer additional investment opportunities, with global diversification benefits and passive investment strategies gaining popularity. Nav calculation methods and passive investment strategies further broaden the scope of mutual fund investments. According to recent studies, stock mutual fund adoption stands at 35%, with expectations of a 21% increase in industry participation over the next five years. Meanwhil

Graph and download economic data for Nasdaq US Small Cap Investment Services NTR Index (NASDAQNQUSS30202015N) from 2012-12-03 to 2025-11-07 about small cap, market cap, NASDAQ, investment, services, indexes, and USA.

Comprehensive corporate bond index aa data with real-time values, historical trends, charts, and economic analysis. Track corporate bond index aa indicators for informed investment decisions.