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.

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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 is characterized by the significant growth of mutual fund assets in developing nations, driven by increasing financial literacy and expanding middle classes. This trend is fueled by the desire for diversified investment opportunities and the convenience of mutual funds as an investment vehicle. Asset managers must mitigate these risks through effective risk management software and practices and transparent communication with investors. However, these regions also pose risks such as political instability, regulatory uncertainties, and currency fluctuations. Banks, FIIs, insurance companies, and other financial institutions offer mutual funds, providing access to a diverse range of securities. Companies seeking to capitalize on market opportunities must navigate these challenges effectively by implementing robust risk management strategies and maintaining transparency with investors.
Additionally, they can explore partnerships with local financial institutions and offer tailored investment solutions to cater to the unique needs of developing markets. By focusing on risk mitigation and local market expertise, mutual fund providers can effectively tap into the vast potential of emerging markets and drive sustainable growth.

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

Explore in-depth regional segment analysis with market size data - historical 2019-2023 and forecasts 2025-2029 - in the full report.
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In the ever-evolving mutual fund market, dynamics continue to unfold, shaping the landscape across various sectors. Index funds, with their passive investment strategy, have gained significant traction, challenging active management's traditional dominance. Performance measurement remains a critical focus, with benchmarks providing a yardstick for evaluation. Fund compliance adheres to regulations, ensuring transparency and fairness. Active management persists, with fund managers employing diverse investment strategies, from value investing to ESG and quantitative approaches. Fund holdings and returns are closely monitored, with tax implications and volatility influencing investor decisions. Fund advisory services offer guidance, while private equity and alternative investments broaden the investment universe.

Expense ratios and fund administration costs are under constant scrutiny, with risk management and fund distribution channels optimizing accessibility. The investment horizon, asset allocation, and fund ratings influence investor behavior. Fund sales, rebalancing, and redemption processes continue to evolve, ensuring flexibility for investors. Fund transparency and disclosure are paramount, with share classes catering to different investor needs. Hedge funds and mutual funds coexist, offering distinct investment opportunities. Fund prospectuses provide essential information, while marketing and comparison tools facilitate informed decisions. Investment objectives and reviews enable continuous improvement. The mutual fund market's continuous dynamism underscores the importance of adaptability and knowledge.

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.

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 stock mutual funds, offer investors a diverse range of investment opportunities in corporate equities. These funds differ significantly, with various types catering to distinct investment objectives. For instance, growth funds focus on stocks with high growth potential, while income funds prioritize stocks yielding regular dividends. Index funds mirror a specific market index, such as the S&P 500, and sector funds invest in a particular industry sector. The mutual fund market is regulated, ensuring transparency and compliance with securities laws. Portfolio management plays a crucial role in selecting and managing the fund's holdings to achieve the investment strategy's objectives.

The fund's liquidity, represented by its ability to buy and sell shares, is essential for investors. Exchange-traded fu

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.

The UK Mutual Funds Market is Segmented by Fund Type (Equity, Debt, Multi-Asset, Money Market, and Other Fund Types), by Investor Type (Households, Monetary Financial Institutions, General Government, Non-Financial Corporations, Insurers & Pension Funds, and Other Financial Intermediaries). The Report Offers Market Size and Forecasts for the UK Mutual Funds Market in Value (USD) for all the Above Segments.

The India Mutual Fund Market is Segmented by Fund Type (Equity, Bond, Hybrid, Money Market, and Others), by Investor Type (Retail and Institutional), by Management Style (Active and Passive), and by Distribution Channel (Online Trading Platform, Banks, Securities Firm, and Others). The Market Forecasts are Provided in Terms of Value (USD).

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.

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.

Graph and download economic data for Rest of the World; U.S. Mutual Fund Shares; Asset, Transactions (ROWMFSA027N) from 1946 to 2024 about mutual funds, IMA, transactions, assets, and USA.

Graph and download economic data for Households and Nonprofit Organizations; Mutual Fund Shares; Asset, Transactions (HNOMFTA027N) from 1946 to 2024 about mutual funds, IMA, nonprofit organizations, transactions, assets, households, and USA.

The North American mutual fund industry, exhibiting a Compound Annual Growth Rate (CAGR) exceeding 5%, presents a robust investment landscape. Driven by increasing household savings, favorable regulatory environments, and the growing adoption of digital investment platforms, the market is poised for significant expansion throughout the forecast period (2025-2033). The industry is segmented by fund type (equity, bond, hybrid, money market) and investor type (households, institutional investors), with the United States dominating the market share within North America, followed by Canada and Mexico. Major players like Vanguard, Fidelity Investments, BlackRock, and others compete fiercely, offering diversified product portfolios to cater to various investor risk appetites and financial goals. The increasing demand for passive investment strategies, including index funds and ETFs, alongside the growing adoption of robo-advisors, are shaping the industry's future. While regulatory changes and market volatility pose potential restraints, the overall outlook remains positive, fueled by long-term growth prospects and a rising investor base seeking professional asset management solutions. The substantial market size, estimated at several trillion dollars in 2025, reflects the maturity and significance of this sector. Growth is expected to be particularly strong in the equity and hybrid fund categories, driven by investor confidence and a desire for higher returns. The institutional investor segment is likely to maintain a significant share of the market, with continued institutional allocations to mutual funds for diversification and long-term investment strategies. Geographical diversification within North America will continue, with potential for higher growth rates in Canada and Mexico compared to the already large US market. Competition among leading firms will remain intense, prompting innovation in product offerings, investment strategies, and customer service to maintain market share and attract new investors. The industry's ongoing adaptation to technological advancements and evolving investor preferences will be crucial for sustained success in the coming years. This report provides a detailed analysis of the North America mutual fund industry, covering the period from 2019 to 2033. It offers in-depth insights into market size, growth drivers, challenges, and future trends, incorporating data from the historical period (2019-2024), base year (2025), and forecast period (2025-2033). The report is crucial for investors, fund managers, and industry stakeholders seeking a comprehensive understanding of this dynamic market. Key search terms included: North America mutual funds, mutual fund industry trends, US mutual fund market, Canadian mutual funds, mutual fund investments, equity funds, bond funds, investment management, financial services. Recent developments include: In 2021, Fidelity Investements along with Visa backed Jumo, an emerging fintech startup which offers savings and credit products to entrepreneurs in emerging markets, as well as financial services infrastructure to partners such as eMoney operators, mobile fintech platforms and banks. it raised atotal of USD 120 million., In Dec 2021, T. Rowe Price Group, Inc. announced its acquisition of Oak Hill Advisors, L.P. (OHA), a leading alternative credit manager. The acquisition accelerates T. Rowe Price's expansion into alternative credit markets, complementing its existing global platform and ongoing strategic investments in its core investments and distribution capabilities.. Notable trends are: Market Securities Held By Mutual Funds in United States.

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.

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.

The Germany Mutual Funds Market is Segmented by Fund Type (equity Funds, Bond Funds, Money Market Funds, and Hybrid & Other Funds), Distribution Channel (banks, Financial Advisors, Direct Sellers, and Others), and Investor Type (institutional and Individual). The Report Offers Market Size and Forecasts for the Germany Mutual Funds Market in Value (USD) for all the Above Segments.

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).

The dataset shows year wise amount of Assets Under Management of mutual funds in India

The statistic presents the share of market securities held by mutual funds in the United States in 2023, by security type. As of 2023, U.S. mutual funds held 19 percent of municipal securities in the United States.

United States - Mutual Funds; Mutual Fund Shares; Liability, Transactions was -478890.00000 Mil. of $ in January of 2025, according to the United States Federal Reserve. Historically, United States - Mutual Funds; Mutual Fund Shares; Liability, Transactions reached a record high of 792213.00000 in July of 2009 and a record low of -1223984.00000 in January of 2020. Trading Economics provides the current actual value, an historical data chart and related indicators for United States - Mutual Funds; Mutual Fund Shares; Liability, Transactions - last updated from the United States Federal Reserve on August of 2025.

Global Mutual Fund Assets market size is expected to reach $1116.72 billion by 2029 at 10.6%, segmented as by type, open-ended, equity mutual funds, bond mutual funds, hybrid mutual funds, money market funds, index funds

The Indian mutual fund industry is experiencing robust growth, projected to reach a market size of ₹660 billion (approximately $80 billion USD) in 2025, exhibiting a Compound Annual Growth Rate (CAGR) exceeding 18% from 2019 to 2033. This expansion is fueled by several key factors. Increasing financial literacy and awareness among retail investors, coupled with a burgeoning middle class, are driving significant inflows into mutual funds. Government initiatives promoting financial inclusion and the ease of access through online platforms further contribute to this growth. The diversification of investment options, including debt-oriented, equity-oriented schemes, money market instruments, ETFs, and FoFs, caters to a broad spectrum of investor risk appetites and financial goals. Leading players like SBI Mutual Fund, HDFC Mutual Fund, and ICICI Prudential Mutual Fund dominate the market, while new entrants continuously strive for market share. However, factors such as market volatility, regulatory changes, and competition from alternative investment vehicles represent potential headwinds. The industry's future trajectory hinges on maintaining investor confidence, fostering innovation in product offerings, and adapting to evolving technological advancements. The substantial growth of the Indian Mutual Fund Industry is particularly noticeable in segments like equity-oriented schemes, driven by the country's robust economic growth and increasing participation from foreign institutional investors (FIIs) and foreign portfolio investors (FPIs). The increasing adoption of technology and digital distribution channels is also significantly impacting accessibility and reach. While retail investors continue to be a primary driver, a noticeable increase in institutional investment from banks and insurance companies points towards a more diversified and stable investor base. However, maintaining transparency, managing investor expectations during periods of market downturn, and adapting to evolving regulatory frameworks remain crucial for sustained and healthy growth in the coming years. A strategic focus on financial education and investor protection will be crucial in solidifying the industry's long-term prospects. This report provides a detailed analysis of the Indian mutual fund industry, covering its evolution, current state, and future projections from 2019 to 2033. We delve into key aspects, including market size, growth drivers, challenges, and competitive dynamics. The report utilizes data from the historical period (2019-2024), with 2025 as the base and estimated year, and forecasts extending to 2033. This in-depth study will be invaluable for investors, fund managers, financial institutions, and anyone interested in understanding the intricacies of this rapidly expanding market. This report explores the burgeoning landscape of Indian mutual funds, a sector experiencing significant growth fueled by increasing retail participation and regulatory reforms. Search terms such as Indian mutual fund industry, mutual fund investment India, Indian MF market size, growth of mutual funds in India, and top mutual funds in India are strategically incorporated to enhance search engine optimization. Recent developments include: April 2023: ICICI Prudential Mutual Fund announced the launch of ICICI Prudential Innovation Fund. This open-ended thematic equity scheme will predominantly invest in equity, equity-related securities of companies, and units of global mutual funds/ETFs that can benefit from innovation strategies and themes., April 2023: HDFC Mutual Fund launched three index schemes – HDFC S&P BSE 500 Index Fund, HDFC NIFTY Midcap 150 Index Fund, and HDFC NIFTY Smallcap 250 Index Fund. These are open-ended schemes replicating/tracking the S&P BSE 500, NIFTY Midcap 150 Index, and NIFTY Smallcap 250 Index, respectively.. Key drivers for this market are: Economic Growth and Investor Awareness. Potential restraints include: Economic Growth and Investor Awareness. Notable trends are: Hike in Mutual Fund Assets is Driving the Market.

Graph and download economic data for Mutual Funds; Agency- and GSE-Backed Securities; Asset (Market Value), Market Value Levels (BOGZ1LM653061703Q) from Q4 1945 to Q1 2025 about mutual funds, agency, market value, securities, assets, and USA.