The total global net assets of mutual funds registered in the United States amounted to approximately 25.5 trillion U.S. dollars in 2023, compared to around 5.53 trillion U.S. dollars in 1998. Mutual funds - additional information Mutual funds are investment funds in which the capital is pooled from a number of different investors and then used to buy securities such as stocks, bonds or money market instruments. Although investing in mutual funds, rather than direct investment in individual securities, still presents a certain degree of risk, it has become more and more common practice around the world. One of the biggest advantages of this type of investment is the fact that the fund assets are managed by professionals, who aim to eliminate some of the risk involved in investing in individual stocks and bonds through diversification of assets. As of 2022, there were almost 7,400 mutual funds domiciled in the United States. There are four main types of mutual funds, categorized by the nature of their principal investments, namely: stock or equity funds (whether domestic or international), bond or fixed income funds, money market funds and hybrid funds. In 2022, domestic equity funds were the most popular category in the United States, representing 46 percent of all mutual fund and ETF assets.

Graph and download economic data for Mutual Funds; Total Financial Assets, Market Value Levels (BOGZ1LM654090000Q) from Q4 1945 to Q1 2025 about mutual funds, assets, and USA.

In 2023, 52 percent of the households in the United States owned shares in a mutual fund. This is a significant increase on the 5.7 percent recorded in 1980, but close to 46.3 percent found in 2013.Mutual fundsA mutual fund is a variety of collective investment vehicle, managed professionally that pools money from many investors in order to purchase securities. They play an important role in household finances in the United States of today, most notably in retirement planning. It is commonly applied only to the forms of collective investment that are regulated and are sold to the public at large. The majority of mutual funds are what is known as ‘open-ended’, meaning that shares can be bought or sold at anytime. There are a number of advantages associated with mutual funds as opposed to direct investment in individual securities. The nature of the fund as a collective investment vehicle provides increased diversification and ease of comparison to investors. The fact that they are managed professionally, and that the investment is pooled, enables participation in investments that would normally only be available to larger investors. Mutual funds are also stable in price as daily liquidity ensures minimum loss of value. Despite several advantages, as with every aspect of investment some disadvantages are to be taken into account. Fees are an inevitable part of a professionally managed fund, as is the inability to customize the investment. A common complains is also that the investor has less control over timing of the recognition of their gains.

The Report Covers Asia Pacific Mutual Fund Industry Statistics and it is Segmented Based on the Asset Class (Equity, Bond, Hybrid, Money Market, and Others), and by Geography (India, China, Hong Kong, Singapore, Taiwan, Korea, and Rest of Asia-Pacific) - Growth, Trends, and Forecast (2022-2027).

Graph and download economic data for Producer Price Index by Industry: Portfolio Management and Investment Advice: Mutual Fund and Exchange Traded Fund Management (PCU5239205239201) from Dec 1999 to May 2025 about mutual funds, management, PPI, industry, inflation, price index, indexes, price, and USA.

The number of mutual funds globally increased from approximately ****** in 2009 to approximately ******* in 2023. Mutual funds Mutual funds are a form of collective investment. The investors’ money is pooled together and invested in selected financial instruments, according to the strategy defined in the fund prospectus. There are different types of mutual funds available to investors, corresponding to the return expectation and risk level that they are ready to take. Types of mutual funds Equity funds are one of the most aggressive investment funds. They offer the possibility of high returns, but in the occurrence of turbulence in the financial markets, the investors might be faced with the loss of their invested capital. The assets of the equity funds are almost entirely invested in equities, with the remaining part of the assets invested in the money market instruments. Bond funds offer a safer choice to investors. They invest in fixed income securities of maturity over one year, such as treasury bills, municipal bonds or corporate bonds. The bonds perceived as the safest are those offered by the governments of the most stable economies worldwide. Mixed funds, on the other hand, invest a part of the fund portfolio in equities and a part in debt instruments. The more assets invested in equities, the more aggressive the fund is.

The 15 countries listed in this statistic has the highest total net assets of mutual funds worldwide. In the fourth quarter of 2024, the highest assets were in the United States, which was around **** trillion U.S. dollars, which is more than *** times the value in Luxembourg - the country with the ************** value of mutual fund assets.

Indonesia Mutual Fund: Number of Investment Fund: Sharia: ETF-Equity Fund data was reported at 2.000 Unit in Oct 2018. This stayed constant from the previous number of 2.000 Unit for Sep 2018. Indonesia Mutual Fund: Number of Investment Fund: Sharia: ETF-Equity Fund data is updated monthly, averaging 2.000 Unit from May 2018 (Median) to Oct 2018, with 6 observations. The data reached an all-time high of 2.000 Unit in Oct 2018 and a record low of 2.000 Unit in Oct 2018. Indonesia Mutual Fund: Number of Investment Fund: Sharia: ETF-Equity Fund data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZB005: Financial Services Authority: Capital Market Statistics.

Graph and download economic data for Money Market Funds; Total Financial Assets, Level (MMMFFAQ027S) from Q4 1945 to Q1 2025 about MMMF, IMA, financial, assets, and USA.

Graph and download economic data for Holding Companies; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Transactions (BOGZ1FA733181105A) from 1946 to 2024 about fund shares, shares, mutual funds, MMMF, companies, equity, transactions, investment, assets, and USA.

Graph and download economic data for Share of Corporate Equities and Mutual Fund Shares Held by the Top 1% (99th to 100th Wealth Percentiles) (WFRBST01122) from Q3 1989 to Q1 2025 about mutual funds, wealth, equity, percentile, corporate, and USA.

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Taiwan Money Market Mutual Fund: NPV of Fund: Non-Resident data was reported at 0.000 NTD mn in May 2017. This stayed constant from the previous number of 0.000 NTD mn for Apr 2017. Taiwan Money Market Mutual Fund: NPV of Fund: Non-Resident data is updated monthly, averaging 0.000 NTD mn from Oct 2004 (Median) to May 2017, with 152 observations. Taiwan Money Market Mutual Fund: NPV of Fund: Non-Resident data remains active status in CEIC and is reported by Central Bank of the Republic of China. The data is categorized under Global Database’s Taiwan – Table TW.KB010: Balance Sheet: Money Market Mutual Funds.

Graph and download economic data for Households; Corporate Equities and Mutual Fund Shares; Asset, Market Value Levels (BOGZ1LM193064005Q) from Q4 1987 to Q1 2025 about mutual funds, market value, equity, assets, households, and USA.

As of April 29, 2025, the largest mutual fund in the world was the Vanguard Total Stock Market Index Fund, listed under the ticker VTSAX, which had an astonishing **** trillion U.S. dollars of net assets under management (AUM). However, it should be noted that this investment fund has been divided into multiple distinct products - not all of which are sold as mutual funds. Some shares in the fund are sold as an exchange traded, meaning it could be argued that, strictly speaking, the Vanguard Total Stock Market Index Fund in its totality cannot be classed as a mutual fund. A similar situation holds for several other investment funds included in this statistic. An ETF is a basket of shares (or other financial assets) which generally tracks an underlying index. They are similar to mutual funds, with the fundamental difference that ETFs are listed on stock exchanges, with ETF shares being traded just like regular stock.

Since 2013, the United States were by far the country worldwide with the ******* value of assets held by mutual funds. The total net assets of the U.S. mutual funds amounted to approximately **** trillion U.S. dollars in 2023, a sharp increase compared to the previous year.

Graph and download economic data for Households and Nonprofit Organizations; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset (IMA), Level (BOGZ1FL153081105A) from 1945 to 2024 about fund shares, shares, mutual funds, MMMF, IMA, nonprofit organizations, equity, investment, assets, households, and USA.

India SEBI: Mutual Fund: Equity: Gross Sales data was reported at 54,714.600 INR mn in 29 Nov 2018. This records an increase from the previous number of 28,851.700 INR mn for 28 Nov 2018. India SEBI: Mutual Fund: Equity: Gross Sales data is updated daily, averaging 4,833.500 INR mn from Dec 1999 (Median) to 29 Nov 2018, with 4972 observations. The data reached an all-time high of 75,803.000 INR mn in 17 Feb 2017 and a record low of 0.000 INR mn in 07 Nov 2018. India SEBI: Mutual Fund: Equity: Gross Sales data remains active status in CEIC and is reported by Securities and Exchange Board of India. The data is categorized under Daily Database’s Financial and Futures Market – Table IN.ZC001: Mutual Funds Statistics: Securities and Exchange Board of India.

As of January 2025, the Vanguard Group ranked ****** among global fund managers by assets under management (AUM). Rounding out the top *****, Charles Schwab ranked *****, managing fund assets totaling **** trillion U.S. dollars. BlackRock was the ******* fund manager, managing fund assets exceeding ***** trillion U.S. Types of investment funds. Investment funds are an important part of financial planning and investing. There are several different types of investment funds offered by fund managers, each with their own purpose and asset types. Mutual funds pool money from many investors and use that money to purchase a portfolio of stocks, bonds, and other securities. Index funds are a type of mutual fund that tracks a market index, like the S&P 500. Exchange-traded funds (ETFs) are a type of mutual fund, that is continuously traded on a stock exchange. ETFs often track market indexes or sectors. Real estate investment trusts (REITs) provide both retail and institutional investors with exposure to income-generating real estate assets such as office buildings, apartments and hotels, without having to fully invest in an individual property. The benefits of investment funds. The main advantage of investment funds is that they provide instant portfolio diversification. Rather than choosing just a few stocks or bonds, funds allow you to invest in a wide variety of different securities in one purchase. This helps reduce risk, as poor performance of one holding has less impact on the overall fund. Funds also provide access to professional management and research. Managers can take advantage of opportunities and insights that an individual investor may not have the ability to leverage. Finally, funds offer convenience. Investors won't be required to constantly rebalance portfolios. While costs and fees are a consideration, investment funds can be an excellent hands-off way for both retail and institutional investors to benefit from the market while spreading risk over many asset classes and securities.

Mutual Fund Assets to GDP for United States was 125.38% in January of 2019, according to the United States Federal Reserve. Historically, Mutual Fund Assets to GDP for United States reached a record high of 125.38 in January of 2019 and a record low of 4.37 in January of 1982. Trading Economics provides the current actual value, an historical data chart and related indicators for Mutual Fund Assets to GDP for United States - last updated from the United States Federal Reserve on July of 2025.