Graph and download economic data for Money Market Funds; Total Financial Assets, Level (MMMFFAQ027S) from Q4 1945 to Q2 2025 about MMMF, IMA, financial, assets, and USA.

Graph and download economic data for Retail Money Market Funds (RMFNS) from Jan 1973 to Oct 2025 about MMMF, retail, and USA.

From January 2020 through January 2025, the value of money market funds under management in the United Kingdom (UK) remained relatively stable aside from one notable spike in value in October 2022, by January 2023, however, the spike had subsided, and fund levels had fallen below ** million British pounds.

How are money market yields linked to inflation? The money market yields are influenced by inflation expectations. When inflation expectations rise, investors typically demand higher nominal yields to offset the anticipated decline in purchasing power. Market sentiment regarding inflation is reflected in these yields, which act as indicators for both investors and policymakers. The inflation rate for the Consumer Price Index (CPI) in the United Kingdom went from under *** percent in March 2021 to a high of **** percent in October 2022. Although inflation declined to *** percent in October 2023, it remained well above the levels seen before 2021. Consequently, a significant increase in money market yields was observed. Beginning in 2022, the monthly average yields from the British government bonds continued to rise until they reached their peak in mid-2023, indicating higher inflation expectations.

What is LIBOR? The London Interbank Offered Rate, or LIBOR, is a benchmark interest rate that reflects the average interest rate at which major global banks lend to each other in the interbank market. It is used to establish interest rates for financial instruments such as adjustable-rate mortgages, business loans, and derivatives. The six-month overnight London Interbank Offered Rate based on the British pound increased month by month from 2022 onwards, reaching its peak in March 2023 at **** percent. This increase in borrowing costs has a ripple effect throughout the financial system, which means higher interest rates for businesses and consumers overall.

United States Unemployment Rate Nowcast: sa: Contribution: Money Market: S&P Global: Index: S&P 500 data was reported at 12.076 % in 01 Dec 2025. This stayed constant from the previous number of 12.076 % for 24 Nov 2025. United States Unemployment Rate Nowcast: sa: Contribution: Money Market: S&P Global: Index: S&P 500 data is updated weekly, averaging 0.000 % from Jan 2020 (Median) to 01 Dec 2025, with 308 observations. The data reached an all-time high of 13.503 % in 04 Oct 2021 and a record low of 0.000 % in 17 Nov 2025. United States Unemployment Rate Nowcast: sa: Contribution: Money Market: S&P Global: Index: S&P 500 data remains active status in CEIC and is reported by CEIC Data. The data is categorized under Global Database’s United States – Table US.CEIC.NC: CEIC Nowcast: Unemployment Rate.

View monthly updates and historical trends for US Money Market Treasury Yield. from United States. Source: Federal Deposit Insurance Corporation. Track ec…

Graph and download economic data for National Rate: Money Market <100M (MMNDR) from Apr 2021 to Nov 2025 about marketable, deposits, rate, and USA.

Graph and download economic data for Treasury Yield: Money Market <100M (MMTY) from Apr 2021 to Nov 2025 about marketable, Treasury, yield, interest rate, interest, rate, and USA.

In 2025, ** percent of adults in the United States invested in the stock market. This figure has remained steady over the last few years and is still below the levels before the Great Recession, when it peaked in 2007 at ** percent. What is the stock market? The stock market can be defined as a group of stock exchanges where investors can buy shares in a publicly traded company. In more recent years, it is estimated an increasing number of Americans are using neobrokers, making stock trading more accessible to investors. Other investments A significant number of people think stocks and bonds are the safest investments, while others point to real estate, gold, bonds, or a savings account. Since witnessing the significant one-day losses in the stock market during the financial crisis, many investors were turning towards these alternatives in hopes for more stability, particularly for investments with longer maturities. This could explain the decrease in this statistic since 2007. Nevertheless, some speculators enjoy chasing the short-run fluctuations, and others see value in choosing particular stocks.

View weekly updates and historical trends for US Total Assets of Money Market Funds. from United States. Source: Investment Company Institute. Track econo…

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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

Japan JP: Money Market Rate data was reported at -0.048 % pa in 2017. This records a decrease from the previous number of -0.026 % pa for 2016. Japan JP: Money Market Rate data is updated yearly, averaging 0.125 % pa from Dec 1985 (Median) to 2017, with 33 observations. The data reached an all-time high of 7.525 % pa in 1991 and a record low of -0.048 % pa in 2017. Japan JP: Money Market Rate data remains active status in CEIC and is reported by International Monetary Fund. The data is categorized under Global Database’s Japan – Table JP.IMF.IFS: Money Market and Policy Rates: Annual.

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.

Poland's main stock market index, the WIG, fell to 110618 points on December 2, 2025, losing 1.16% from the previous session. Over the past month, the index has declined 1.29%, though it remains 36.78% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Poland. Warsaw Stock Exchange WIG Index - values, historical data, forecasts and news - updated on December of 2025.

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.

Graph and download economic data for Financial Market: Real Effective Exchange Rates: CPI Based for Italy (CCRETT01ITQ661N) from Q1 1970 to Q3 2025 about Italy, exchange rate, currency, CPI, manufacturing, real, rate, price index, indexes, and price.

1990

Bermuda's main stock market index, the BSX, fell to 2914 points on December 1, 2025, losing 3.55% from the previous session. Over the past month, the index has declined 3.55%, though it remains 15.29% higher than a year ago, according to trading on a contract for difference (CFD) that tracks this benchmark index from Bermuda. Bermuda Stock Exchange Index - values, historical data, forecasts and news - updated on December of 2025.

Index: TSE: 1st Section: MA: Wholesale Trade data was reported at 1,548.825 06Jan1992=1000 in Nov 2018. This records a decrease from the previous number of 1,631.782 06Jan1992=1000 for Oct 2018. Index: TSE: 1st Section: MA: Wholesale Trade data is updated monthly, averaging 861.791 06Jan1992=1000 from Jan 1997 (Median) to Nov 2018, with 263 observations. The data reached an all-time high of 1,789.009 06Jan1992=1000 in Feb 2000 and a record low of 410.949 06Jan1992=1000 in Nov 2002. Index: TSE: 1st Section: MA: Wholesale Trade data remains active status in CEIC and is reported by Japan Exchange Group. The data is categorized under Global Database’s Japan – Table JP.Z002: All Stock Exchange: Market Indices.

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, ...

Index: TSE: 1st Section: MA: Real Estate data was reported at 1,520.779 04Jan1968=100 in Jun 2018. This records a decrease from the previous number of 1,559.857 04Jan1968=100 for May 2018. Index: TSE: 1st Section: MA: Real Estate data is updated monthly, averaging 925.960 04Jan1968=100 from Dec 1987 (Median) to Jun 2018, with 367 observations. The data reached an all-time high of 2,363.700 04Jan1968=100 in Dec 1989 and a record low of 402.363 04Jan1968=100 in Apr 2003. Index: TSE: 1st Section: MA: Real Estate data remains active status in CEIC and is reported by Japan Exchange Group. The data is categorized under Global Database’s Japan – Table JP.Z002: All Stock Exchange: Market Indices.