Graph and download economic data for Money Market Funds; Total Financial Assets, Level (MMMFFAQ027S) from Q4 1945 to Q4 2024 about MMMF, IMA, financial, assets, and USA.

Graph and download economic data for Retail Money Market Funds (RMFNS) from Jan 1973 to Feb 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 50 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 one percent in March 2021 to a high of 11.1 percent in October 2022. Although inflation declined to 3.9 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 4.74 percent. This increase in borrowing costs has a ripple effect throughout the financial system, which means higher interest rates for businesses and consumers overall.

In 2024, 62 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 65 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.

The total net assets of the different types of index mutual funds in the United States generally increased, albeit with some fluctuation, from 2000 to 2023. In 2023, the net assets of the S&P 500 index amounted to a value of approximately 1.7 trillion U.S. dollars. In that same year, the net assets of other domestic equity and world equity amounted to approximately 2.4 trillion and 709 billion U.S. dollars, respectively. The total net assets of hybrid and bond index funds amounted to a value of approximately one billion U.S. dollars in 2023.

Snapshot img

Mutual Funds Market Size 2025-2029

The mutual funds market size is forecast to increase by USD 85.5 trillion at a CAGR of 9.9% between 2024 and 2029.

The market, particularly in developing nations, is experiencing significant growth driven by increasing financial literacy, expanding middle class populations, and favorable regulatory environments. This trend is expected to continue as more individuals seek diversified investment opportunities to secure their financial future. However, this market growth comes with its challenges, primarily transaction risks. These risks, including market volatility, liquidity issues, and fraud, can significantly impact investors' confidence and asset values. To capitalize on this market opportunity, companies must prioritize risk management strategies, such as diversification, transparency, and regulatory compliance. Additionally, leveraging technology to streamline transactions, enhance security, and provide real-time information can help build trust and attract investors. Companies that effectively navigate these challenges and provide value-added services will be well-positioned to succeed in the evolving the market landscape.

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

Request Free SampleThe mutual fund industry continues to be a significant player in the global investment landscape, with digital penetration driving growth and accessibility. Systematic investment plans, including mutual funds, have gained popularity among small investors seeking diversified investment opportunities. The mutual fund market encompasses various categories, such as equity funds, money market funds, bond funds, index funds, and hedge funds. Equity strategies dominate the fund portfolio of many investors, reflecting the appeal of stocks for potential capital appreciation. Insurance companies also play a crucial role in the industry, offering investment products to both retail and institutional clients. The investment fund industry has witnessed a in investment, particularly among small fund savers, drawn to the convenience of portfolio management services. Short-term debt funds cater to those seeking lower risk and liquidity. Overall, the mutual fund market is poised for continued expansion, driven by the increasing demand for efficient investment solutions.

How is this Mutual Funds Industry segmented?

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. TypeStock fundsBond fundsMoney market fundsHybrid fundsDistribution ChannelAdvice channelRetirement plan channelInstitutional channelDirect channelSupermarket channelGeographyNorth AmericaUSCanadaEuropeFranceGermanyItalySpainUKAPACAustraliaChinaIndiaSouth AmericaMiddle East and Africa

By Type Insights

The stock funds segment is estimated to witness significant growth during the forecast period.Mutual funds are investment vehicles that pool together funds from various investors to purchase a diversified portfolio of securities, primarily stocks. These funds come in various categories, including equity, income, index, sector, bond, money market, commodity, and fund of funds. Equity funds invest in corporate stocks, with growth funds focusing on high-growth stocks and income funds prioritizing dividend-paying stocks. Index funds mirror a specific market index, while sector funds invest in a particular industry sector. Stock mutual funds can also be categorized based on the size of the companies in which they invest, such as large-cap, mid-cap, and small-cap funds. Institutional and retail investors, including individual investors, financial advisors, and robo-advisors, utilize mutual funds for retirement planning, risk management, and diversification strategies. The mutual fund industry has seen significant growth, driven by digital penetration, systematic investment plans, and the increasing popularity of exchange-traded funds (ETFs) and index funds. The asset base under management (AUM) of the investment fund industry is expected to expand due to the increasing number of demat CDSL and NSDL accounts, SIP accounts, and small town investors. Debt-oriented schemes and sustainable strategy segments, such as ESG Integration Funds, Negative Screening Funds, and Impact Funds, are also gaining popularity. The mutual fund industry is subject to regulatory compliance and tax efficiency, offering investors capital appreciation, liquidity benefits, and professional management. The capital market environment is influenced by factors such as market volatility, equity exposure, fixed income, and long-term returns. Mutual fund providers offer portfolio management services, fair pricing, and various investment plans to cater to different risk tolerances and inve

The Money Market Statistical Reporting (MMSR) is a transaction-by-transaction dataset about the Euro money market. The collection of data is based on European Central Bank (ECB) regulation. Under this regulation, the 50 biggest Monetary Financial Institutes (MFIs) in the Eurozone are obliged to report money market transactions. The Deutsche Bundesbank provides access to the German subset of the MMSR. In total, this subset currently contains 115 Reporting Agents (including 14 MFIs based upon the ECB criterion).

Reporting agents are obliged to report to Deutsche Bundesbank all money market transactions conducted with financial corporations (except central banks where the transaction is not for investment purposes), general government or non-financial corporations classified as “wholesale” according to the Basel III LCR framework. Data is available from July 2016 onwards. Starting in October 2019, the MMSR data will be the base for the Euro Short-Term Rate which represents a new reference rate index by the Eurosystem.

The NYSE Financial Index tracks the performance of the equity components on the New York Stock Exchange that offer goods and services in the financial industry by market capitalization. Between January 2004 and February 2025, the value of the NYSE Financial Index fluctuated significantly and reached 12,952.16 index points.

The main stock market index in Poland (WIG) increased 18251 points or 22.94% since the beginning of 2025, 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 March of 2025.

These are the daily closing prices of four stock indices including Shanghai Securities Composite Index (SSEC) and the Shenzhen Securities Component Index (SZI) from China, the Straits Times Index (STI) from Singapore, and the Standard & Poor 500 Index (SPX) from the United States. The SSEC data is from December 19,1990 to May 25, 2023. The data of SZI is from April 3, 1991 to May 25, 2023. The STI data is from December 3, 1990, to May 25, 2023, and the data of SPX is from December 3, 1990 to May 25, 2023. The total number of observations for SSEC, SZI, STI, and SPX is 7922, 7879, 8195, and 8184 respectively. This dataset can be used for evaluation of the forecasting models.

The Mutual Fund Industry in India Has Seen A Shift in Asset Shares Towards Smaller Cities, Driven by Digital Penetration and Smart Cities. This is Reflected in the Increased Retail Contribution Through Systematic Investment Plans. The Investment Fund Industry, Including Unit Trusts and Hedge Funds, Has Seen Strong Performance, Particularly in Equity Funds. There Has Also Been A Significant Increase in the Value of Assets Held in Money Market Funds, Index Funds, Bond Funds, Real Estate Investment Trusts, Commodity Funds, and Sector Funds.

Indonesia: Financial markets development: The latest value from 2021 is 0.304 index points, a decline from 0.31 index points in 2020. In comparison, the world average is 0.239 index points, based on data from 158 countries. Historically, the average for Indonesia from 1980 to 2021 is 0.304 index points. The minimum value, 0.161 index points, was reached in 1980 while the maximum of 0.496 index points was recorded in 1998.

In 2024, stock markets in the United States accounted for roughly 60 percent of world stocks. The next largest country by stock market share was Japan, followed by the United Kingdom. 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.

Namibia: Financial markets development, depth: The latest value from 2021 is 0.114 index points, a decline from 0.17 index points in 2020. In comparison, the world average is 0.255 index points, based on data from 157 countries. Historically, the average for Namibia from 1990 to 2021 is 0.053 index points. The minimum value, 0.009 index points, was reached in 2011 while the maximum of 0.17 index points was recorded in 2020.

Uzbekistan: Financial markets development: The latest value from 2021 is 0.05 index points, a decline from 0.055 index points in 2020. In comparison, the world average is 0.239 index points, based on data from 158 countries. Historically, the average for Uzbekistan from 1993 to 2021 is 0.025 index points. The minimum value, 0.01 index points, was reached in 1996 while the maximum of 0.055 index points was recorded in 2020.

United States OFR Financial Stress Index: Emerging Markets data was reported at -0.264 Index in 21 Mar 2025. This stayed constant from the previous number of -0.264 Index for 20 Mar 2025. United States OFR Financial Stress Index: Emerging Markets data is updated daily, averaging -0.054 Index from Jan 2000 (Median) to 21 Mar 2025, with 6372 observations. The data reached an all-time high of 1.232 Index in 23 Mar 2020 and a record low of -0.471 Index in 16 Feb 2021. United States OFR Financial Stress Index: Emerging Markets data remains active status in CEIC and is reported by Office of Financial Research. The data is categorized under Global Database’s United States – Table US.S019: OFR Financial Stress Index.

The value of the DJIA index amounted to 43,191.24 at the end of March 2025, up from 21,917.16 at the end of March 2020. Global panic about the coronavirus epidemic caused the drop in March 2020, which was the worst drop since the collapse of Lehman Brothers in 2008. Dow Jones Industrial Average index – additional information The Dow Jones Industrial Average index is a price-weighted average of 30 of the largest American publicly traded companies on New York Stock Exchange and NASDAQ, and includes companies like Goldman Sachs, IBM and Walt Disney. This index is considered to be a barometer of the state of the American economy. DJIA index was created in 1986 by Charles Dow. Along with the NASDAQ 100 and S&P 500 indices, it is amongst the most well-known and used stock indexes in the world. The year that the 2018 financial crisis unfolded was one of the worst years of the Dow. It was also in 2008 that some of the largest ever recorded losses of the Dow Jones Index based on single-day points were registered. On September 29th of 2008, for instance, the Dow had a loss of 106.85 points, one of the largest single-day losses of all times. The best years in the history of the index still are 1915, when the index value increased by 81.66 percent in one year, and 1933, year when the index registered a growth of 63.74 percent.

United States New York Stock Exchange: Index: US 100 Index data was reported at 17,440.815 NA in Feb 2025. This records an increase from the previous number of 17,225.738 NA for Jan 2025. United States New York Stock Exchange: Index: US 100 Index data is updated monthly, averaging 10,155.750 NA from Jan 2012 (Median) to Feb 2025, with 158 observations. The data reached an all-time high of 17,440.815 NA in Feb 2025 and a record low of 5,695.000 NA in May 2012. United States New York Stock Exchange: Index: US 100 Index data remains active status in CEIC and is reported by Exchange Data International Limited. The data is categorized under Global Database’s United States – Table US.EDI.SE: New York Stock Exchange: Monthly.

The main stock market index in the United States (US500) decreased 176 points or 2.99% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks this benchmark index from United States. United States Stock Market Index - values, historical data, forecasts and news - updated on March of 2025.

New York Stock Exchange: Index: Dow Jones US Automobiles & Parts Index data was reported at 1,120.650 NA in Feb 2025. This records a decrease from the previous number of 1,477.780 NA for Jan 2025. New York Stock Exchange: Index: Dow Jones US Automobiles & Parts Index data is updated monthly, averaging 968.330 NA from Mar 2024 (Median) to Feb 2025, with 12 observations. The data reached an all-time high of 1,480.710 NA in Dec 2024 and a record low of 786.250 NA in May 2024. New York Stock Exchange: Index: Dow Jones US Automobiles & Parts Index data remains active status in CEIC and is reported by Exchange Data International Limited. The data is categorized under Global Database’s United States – Table US.EDI.SE: New York Stock Exchange: Dow Jones: Monthly.