In 2024, there were 7,038 mutual funds in the United States. Compared to the previous year, this represents a decrease and is consistent with the downward trend that occurred starting in 2019, when the number of mutual funds fell below 8,000. What are mutual funds? Mutual funds are financial vehicles pulling investors’ money to buy a diversified portfolio of financial instruments. Depending on the investment fund strategy defined in the fund prospectus, mutual funds can invest money in different asset classes. These different fund types appeal differently to investors, depending on the economic climate. Some investment funds also take other factors into consideration. SRI (Socially Responsible Investment) funds, for example, only invest in companies engaging in socially- or environment-friendly activities. Mutual fund outlook Since 2000, over two in five U.S. households have owned mutual funds. Over the same period, the total net assets of these funds have more than doubled. This is likely because these funds provide an easy, relatively safe investment option that shows modest returns, which appeals to long-term investors such as those saving for retirement.

Since 2000, the number of unit investment trusts in the United States has fallen significantly, declining by over ** percent up until 2024. Conversely, the number of U.S.-registered exchange-traded funds has increased dramatically over this time, rising from under 100 to nearly *****. However, the majority of regulated open-end funds registered in the U.S. in 2024 were mutual funds, with *****.

United States Mutual Funds: ICI: Number: US: Equity Funds data was reported at 4,643.000 Unit in Oct 2018. This records a decrease from the previous number of 4,673.000 Unit for Sep 2018. United States Mutual Funds: ICI: Number: US: Equity Funds data is updated monthly, averaging 4,592.000 Unit from Jan 1996 (Median) to Oct 2018, with 274 observations. The data reached an all-time high of 4,872.000 Unit in Mar 2009 and a record low of 2,165.000 Unit in Jan 1996. United States Mutual Funds: ICI: Number: US: Equity Funds data remains active status in CEIC and is reported by Investment Company Institute. The data is categorized under Global Database’s United States – Table US.Z029: Mutual Funds: Number of Funds.

Graph and download economic data for Mutual Funds; Total Financial Assets, Market Value Levels (BOGZ1LM654090000Q) from Q4 1945 to Q2 2025 about mutual funds, assets, and USA.

Revenue for the Open-End Investment Funds industry has been increasing over the past five years. Open-end investment funds revenue has been growing slightly but remaining relatively steady at a CAGR of 0.0% to $196.1 billion over the past five years, including an expected increase of 4.2% in the current year. In addition, industry profit has climbed and comprises 33.1% of revenue in the current year. Overall, revenue has been increasing alongside overall asset growth, despite operators being forced to lower fees to meet shifting consumer preferences. The industry has encountered volatility due to the high-interest rate environment for most of the period. Higher interest rates reduce liquidity and make fixed income securities more attractive to investors due to less risk and more predictable interest payments. The industry has also encountered increased growth for ETFs and retail investors. The greatest shift in the industry has been an evolving investor preference for exchange-traded funds (ETFs). While mutual funds account for the majority of industry assets, growth in ETF assets has significantly outpaced that of mutual funds. Expenses that mutual fund investors incur have fallen from 0.5% of assets in 2018 to 0.4% in 2023, as industry operators have cut fees to attract new capital due to pressure from new funds (latest data available). Despite the high interest rate environment, the Fed slashed rates in 2024 and is anticipated to cut rates further in the latter part of 2025, which will boost asset prices. Open-end investment funds' revenue is expected to grow at a CAGR of 0.3% to $198.7 billion over the five years to 2030. The fears over inflation and a possible recession are expected to dominate the beginning of the outlook period. The Federal Reserve is expected to continue cutting interest rates as inflationary pressures ease. Investment companies' importance will continue to grow, with mutual funds and ETFs representing key channels for individual and institutional investors to access financial markets.

In 2024, 54 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 52 percent found in 2022.Mutual fundsA mutual fund is a variety of collective investment vehicle managed professionally that pools money from many investors 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 considered. Fees are an inevitable part of a professionally managed fund, as is the inability to customize the investment. A common complaint is also that the investor has less control over the timing of the recognition of their gains.

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

The total global net assets of mutual funds registered in the United States amounted to approximately 28.54 trillion U.S. dollars in 2024, 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 several 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. They aim to eliminate some risk involved in investing in individual stocks and bonds through diversification of assets. As of 2024, there were almost 7,038 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 2023, domestic equity funds were the most popular category in the United States, representing 46 percent of all mutual fund and ETF assets.

Context

ETFs represent a cheap alternative to Mutual Funds and they are growing fast in the last years due to their passive approach (and the consequential lower fees). This dataset includes the financial information collected from Yahoo Finance and includes all U.S. Mutual Funds and along with their historical prices. Updated version relates to the November 2021 financial values.

Content

The file contains 23,783 Mutual Funds and 2,310 ETFs with: - General fund aspects (e.g. total_net_assets, fund family, inception date, etc.) - Portfolio indicators (e.g. cash, stocks, bonds, sectors, etc.) - Historical yearly and quarterly returns (e.g. year_to_date, 1-year, 3-years, etc.) - Financial ratios (price/earning, Treynor and Sharpe ratios, alpha, and beta) - ESG scores

Acknowledgements

Data has been scraped from the publicly available website https://finance.yahoo.com.

Inspiration

Datasets allow for multiple comparisons regarding portfolio decisions from investment managers in Mutual Funds and portfolio restrictions to the indexes in ETFs. The inspiration comes from the 2017 hype regarding ETFs, that convinced many investors to invest in Exchange Traded Funds rather than in Mutual Funds. Datasets will be updated every one or two semesters.

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 Real Estate Investment Trusts and Closed-End Funds; Equity and Investment Fund Shares Excluding Mutual Fund Shares and Money Market Fund Shares; Asset, Transactions (BOGZ1FU493081105Q) from Q4 1946 to Q2 2025 about REIT, installment, mutual funds, MMMF, equity, transactions, investment, assets, and USA.

United States Mutual Funds: ICI: Number: US: Taxable Money Market Funds data was reported at 299.000 Unit in Sep 2018. This stayed constant from the previous number of 299.000 Unit for Aug 2018. United States Mutual Funds: ICI: Number: US: Taxable Money Market Funds data is updated monthly, averaging 567.000 Unit from Jan 1996 (Median) to Sep 2018, with 273 observations. The data reached an all-time high of 705.000 Unit in Sep 2000 and a record low of 298.000 Unit in May 2018. United States Mutual Funds: ICI: Number: US: Taxable Money Market Funds data remains active status in CEIC and is reported by Investment Company Institute. The data is categorized under Global Database’s United States – Table US.Z029: Mutual Funds: Number of Funds.

United States Mutual Funds: ICI: Number: US: Tax Free Money Market Funds data was reported at 84.000 Unit in Sep 2018. This stayed constant from the previous number of 84.000 Unit for Aug 2018. United States Mutual Funds: ICI: Number: US: Tax Free Money Market Funds data is updated monthly, averaging 263.000 Unit from Jan 1996 (Median) to Sep 2018, with 273 observations. The data reached an all-time high of 343.000 Unit in Jan 2000 and a record low of 82.000 Unit in Jan 2018. United States Mutual Funds: ICI: Number: US: Tax Free Money Market Funds data remains active status in CEIC and is reported by Investment Company Institute. The data is categorized under Global Database’s United States – Table US.Z029: Mutual Funds: Number of Funds.

The number of the different types of index mutual funds in the United States varied greatly, with each category displaying a different pattern from 2000 to 2023. The number of S&P 500 index funds generally decreased during the period under observation, while the number of other domestic equity funds generally increased. The number of world equity funds and hybrid and bond funds also generally increased during the time period, although to a smaller degree and with some fluctuation. At the end of 2023, there were ** S&P 500 funds, *** other domestic equity funds, ** world equity funds, and ** hybrid and bond funds.

United States Mutual Funds: ICI: Number: US: Bonds Funds: Municipal data was reported at 557.000 Unit in Sep 2018. This stayed constant from the previous number of 557.000 Unit for Aug 2018. United States Mutual Funds: ICI: Number: US: Bonds Funds: Municipal data is updated monthly, averaging 678.000 Unit from Feb 1997 (Median) to Sep 2018, with 260 observations. The data reached an all-time high of 977.000 Unit in Apr 1997 and a record low of 554.000 Unit in Oct 2014. United States Mutual Funds: ICI: Number: US: Bonds Funds: Municipal data remains active status in CEIC and is reported by Investment Company Institute. The data is categorized under Global Database’s United States – Table US.Z029: Mutual Funds: Number of Funds.

United States Mutual Funds: ICI: Number: US: Hybrid Funds data was reported at 709.000 Unit in Oct 2018. This records a decrease from the previous number of 714.000 Unit for Sep 2018. United States Mutual Funds: ICI: Number: US: Hybrid Funds data is updated monthly, averaging 509.000 Unit from Jan 1996 (Median) to Oct 2018, with 274 observations. The data reached an all-time high of 732.000 Unit in Feb 2017 and a record low of 419.000 Unit in Jan 1996. United States Mutual Funds: ICI: Number: US: Hybrid Funds data remains active status in CEIC and is reported by Investment Company Institute. The data is categorized under Global Database’s United States – Table US.Z029: Mutual Funds: Number of Funds.

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US Funds Dataset: Unlocking Insights for Informed Investment Decisions

Exchange-Traded Funds (ETFs) have gained significant popularity in recent years as a low-cost alternative to Mutual Funds. This dataset, compiled from Yahoo Finance, offers a comprehensive overview of the US funds market, encompassing 23,783 Mutual Funds and 2,310 ETFs.

Data

The dataset provides a wealth of information on each fund, including:

General fund aspects: total net assets, fund family, inception date, expense ratios, and more. Portfolio indicators: cash allocation, sector weightings, holdings diversification, and other key metrics. Historical returns: year-to-date, 1-year, 3-year, and other performance data for different time periods. Financial ratios: price/earnings ratio, Treynor and Sharpe ratios, alpha, beta, and ESG scores. Applications

This dataset can be leveraged by investors, researchers, and financial professionals for a variety of purposes, including:

Investment analysis: comparing the performance and characteristics of Mutual Funds and ETFs to make informed investment decisions. Portfolio construction: using the data to build diversified portfolios that align with investment goals and risk tolerance. Research and analysis: studying market trends, fund behavior, and other factors to gain insights into the US funds market. Inspiration and Updates

The dataset was inspired by the surge of interest in ETFs in 2017 and the subsequent shift away from Mutual Funds. The data is sourced from Yahoo Finance, a publicly available website, ensuring transparency and accessibility. Updates are planned every 1-2 semesters to keep the data current and relevant.

Conclusion

This comprehensive dataset offers a valuable resource for anyone seeking to gain a deeper understanding of the US funds market. By providing detailed information on a wide range of funds, the dataset empowers investors to make informed decisions and build successful investment portfolios.

Access the dataset and unlock the insights it offers to make informed investment decisions.

This dataset consists of monthly net new cash flow by US investors into various mutual fund investment classes (equities, bonds etc). Statistics come from the Investment Company Institute (ICI). All figures in the dataset are (nominal) millions of US dollars (USD). Monthly cash flows are actual numbers as reported by ICI.

In 2023, *** mutual funds were opened in the United States. The same year, *** mutual fund were merged or liquidated in the United States, up from *** funds in 2022.

United States Mutual Funds: ICI: Net Cash Flow: US: Money Market Funds data was reported at 18.085 USD bn in Oct 2018. This records an increase from the previous number of -6.609 USD bn for Sep 2018. United States Mutual Funds: ICI: Net Cash Flow: US: Money Market Funds data is updated monthly, averaging -1.408 USD bn from Jan 1998 (Median) to Oct 2018, with 250 observations. The data reached an all-time high of 160.423 USD bn in Jan 2008 and a record low of -155.787 USD bn in Mar 2010. United States Mutual Funds: ICI: Net Cash Flow: US: Money Market Funds data remains active status in CEIC and is reported by Investment Company Institute. The data is categorized under Global Database’s United States – Table US.Z028: Mutual Funds: Net Cash Flow.