In December 2023, the monthly total return index of properties owned by core real estate funds in Japan stood at 3,290.3 points. The total index return is based on weighted average income returns and capital returns.

As of June 2024, the Vanguard Mega Cap Growth Index provided the highest one-year return rate. The Vanguard Russell 1000 Growth Index Fund ranked second having a one-year return rate of 36.3 percent. As of June 2024, the Vanguard Total Stock Market Index Fund was the largest fund owned by Vanguard, with net assets under management worth approximately 1.55 trillion U.S. dollars. What is the difference between mutual funds and exchange traded funds? Both mutual funds and exchange traded funds (ETFs) originate from the concept of pooled fund investing, which bundles securities together to offer investors a more diversified portfolio. However, mutual funds and ETFs have some key differences. For instance, ETFs offer more flexible trading as they trade during the day like stocks, while mutual funds only allow transactions at the end of the day. Moreover, ETFs are mostly passively-managed and mirror a designated index. On the other hand, mutual funds are typically actively-managed, as it can be seen by comparing the number of actively and passively-managed mutual funds in the United States. Vanguard Founded by John C. Bogle in 1975, Vanguard is a U.S. asset management company that offers both mutual funds and ETFs. Headquartered in Malvern, Pennsylvania, Vanguard was the second largest provider of ETFs in the United States after BlackRock Financial Management, with assets under management worth almost 2.2 trillion U.S. dollars. Likewise, in 2024, Vanguard ranked among the largest providers of mutual funds worldwide. The total assets under management of Vanguard increased considerably since its foundation in 1975, and peaked at 8.6 trillion U.S. dollars in 2024.

View data of the S&P 500, an index of the stocks of 500 leading companies in the US economy, which provides a gauge of the U.S. equity market.

The annual returns of the Nasdaq 100 Index from 1986 to 2024. fluctuated significantly throughout the period considered. The Nasdaq 100 index saw its lowest performance in 2008, with a return rate of -41.89 percent, while the largest returns were registered in 1999, at 101.95 percent. As of June 11, 2024, the rate of return of Nasdaq 100 Index stood at 14 percent. The Nasdaq 100 is a stock market index comprised of the 100 largest and most actively traded non-financial companies listed on the Nasdaq stock exchange. How has the Nasdaq 100 evolved over years? The Nasdaq 100, which was previously heavily influenced by tech companies during the dot-com boom, has undergone significant diversification. Today, it represents a broader range of high-growth, non-financial companies across sectors like consumer services and healthcare, reflecting the evolving landscape of the global economy. The annual development of the Nasdaq 100 recently has generally been positive, except for 2022, when the NASDAQ experienced a decline due to worries about escalating inflation, interest rates, and regulatory challenges. What are the leading companies on Nasdaq 100? In August 2023, Apple was the largest company on the Nasdaq 100, with a market capitalization of 2.73 trillion euros. Also, Alphabet C, Alphabet, Amazon, and Broadcom were among the five leading companies included in the index. Market capitalization is one of the most common ways of measuring how big a company is in the financial markets. It is calculated by multiplying the total number of outstanding shares by the current market price.

Share index and total return index Investment - and property investmentfunds (average of the month) December 1993 - November 2003 Changed on December 19 2003. Frequency: Discontinued.

As of September 10, 2024, BlackRock's iShares Core S&P 500 was the highest valued exchange-traded fund (ETF) globally, with a market capitalization of over 521 billion U.S. dollars. The market capitalization of an ETF is calculated by multiplying the number of shares issued in the fund by the share price. This ETF is also the second-largest ETF by assets under management - although, at over 1.5 trillion U.S. dollars, the Vanguard Total Stock Market Index Fund is overall the largest investment fund by AUM. However, the Vanguard fund is different because shares in the fund are sold as various different products, some of which are structured as ETFs (like the third-largest fund listed in this statistic), while others are structured as traditional mutual funds. What are ETFs? ETFs are similar to mutual funds, in that they consist of a pool of investors’ funds which are managed by an independent third party for the purpose of a common financial investment. However, ETFs differ through how shares in the fund are bought and sold through a stock exchange, rather than directly from the fund manager. This provides the advantages of generally lower prices (as the transaction costs are paid by the exchange operator rather than the fund manager), and the possibility of intraday trading (as shares in a traditional mutual fund can only be bought and sold after the close of daily trading. The total assets managed by ETFs globally is almost six times lower than that of mutual funds, although the gap in AUM between ETFs and mutual funds in the United States is much lower, at just over three times less. Who are the largest ETF providers? The largest provider of ETFs globally is Blackrock, the world’s largest asset management company. As of July 2022, the company had more than 2.1 trillion U.S. dollars of assets under management in exchange traded funds in the U.S. alone, while Blackrock’s total assets under management across all products reached almost ten trillion U.S. dollars. Rounding out the top three providers of ETFs are fellow U.S asset managers Vanguard and State Street.

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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, 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 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.

The largest investment fund owned by the asset management company Vanguard, as of June 2024, was the Vanguard Total Stock Market ETF. At this time, the fund held net assets under management (AUM) of approximately 1.5 trillion U.S. dollars. As of June 2024, the one-year return rate of Vanguard's best-performing funds was over 28 percent.

What is an Exchange-Traded Fund (ETF)? An Exchange-Traded Fund (ETF) is a basket of shares (or other financial assets) that 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. This ensures liquidity and the ability to buy and sell shares at any time during market hours.

Where does Vanguard stand in the ETFs market? Vanguard owns nearly half of the 15 largest ETFs by market capitalization worldwide. It is a leading provider of ETFs due to its low costs, strong reputation, and long-term investment approach. The firm has consistently focused on reducing expenses, which can affect investors' returns over time. Additionally, as of January 16, 2023, the Vanguard Total Bond Market ETF was the largest fixed-income ETF traded in the United States.

The main stock market index in China (SHANGHAI) increased 22 points or 0.66% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks this benchmark index from China. China Shanghai Composite Stock Market Index - values, historical data, forecasts and news - updated on March of 2025.

The main stock market index in Russia (MOEX) increased 264 points or 9.16% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks this benchmark index from Russia. Russia Stock Market Index MOEX CFD - values, historical data, forecasts and news - updated on March of 2025.

As of June 24, 2024 the largest investment fund owned by Charles Schwab was the Schwab S&P 500 Index Fund. At this time, the mutual fund held net assets under management (AUM) of approximately 87.8 billion U.S. dollars. Schwab's largest exchange traded fund (ETF) was the Schwab US Dividend Equity ETF, with around 56.5 billion U.S. dollars of AUM. An ETF is a basket of shares (or other 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 main stock market index in Japan (JP225) decreased 2147 points or 5.38% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks this benchmark index from Japan. Japan Stock Market Index (JP225) - values, historical data, forecasts and news - updated on March of 2025.

As of January 2025, the Vanguard Group ranked second among global fund managers by assets under management (AUM). Rounding out the top three, Charles Schwab ranked third, managing fund assets totaling 7.32 trillion U.S. dollars. BlackRock was the largest fund manager, managing fund assets exceeding 11.48 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.

Until the third quarter of 2021, the S&P 500 and the S&P 500 ESG index exhibited similar performance, both indexes were weighted to similar industries as the S&P 500 followed the leading 500 companies in the United States. By the fourth quarter of 2021, the S&P 500 ESG index began to steadily outperform the S&P 500 by four points on average. During the coronavirus pandemic, the technology sector was one of the best-performing sectors in the market. The major differences between the two indexes were the S&P 500 ESG index was skewed towards firms with higher environmental, social, and governance (ESG) scores and had a higher concentration of technology securities than the S&P 500 index. What is a market capitalization index? Both the S&P 500 and the S&P 500 ESG are market capitalization indexes, meaning the individual components (such as stocks and other securities) weighted to the indexes influence the overall value. Market trends such as inflation, interest rates, and international issues like the coronavirus pandemic and the popularity of ESG among professional investors affect the performance of stocks. When weighted components rise in value this causes an increase in the overall value of the index they are weighted too. What trends are driving index performance? Recent economic and social trends have led to higher levels of ESG integration and maintenance among firms worldwide and higher prioritization from investors to include ESG-focused firms in their investment choices. From a global survey group over one-third of the respondents were willing to prioritize ESG benefits over a higher return on their investment. These trends influenced the performance of securities on the market, leading to an increased value of individual weighted stocks, resulting in an overall increase in the index value.

Equity funds generated the highest average return in Sweden in 2019, compared to other fund types. The average reutn of equity funds was 29 percent that year, which was also the highest return during the whole observed period since 2010. Hybrid funds generated an average return of 17 percent in 2019, and bond funds of 1.6 percent, and money market funds had a negative average return that year, of 0.1 percent.

The number of mutual funds globally increased from approximately 66,400 in 2009 to approximately 140,000 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 main stock market index in Iran (TEDPIX) decreased 47499 or 1.70% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks this benchmark index from Iran. Iran Tehran Stock Market Index - values, historical data, forecasts and news - updated on March of 2025.

The main stock market index in Canada (TSX) increased 472 points or 1.91% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks this benchmark index from Canada. Canada Stock Market Index (TSX) - values, historical data, forecasts and news - updated on March of 2025.

The Dow Jones Composite Index finished the year 2024 at 13,391.71 points, an increase compared to the previous year. Even with the economic effects of the global coronavirus (COVID-19) pandemic, 2021 had the highest point of the index in the past two decades. What is Dow Jones Composite Index? The Dow Jones Composite Index is one of the indices from the Dow Jones index family. It is composed of 65 leading U.S. companies: 30 stocks forming the Dow Jones Industrial Average index, 20 stocks from the Dow Jones Transportation index and 15 stocks from the Dow Jones Utility Average index. Importance of stock indices A stock market index shows an average performance of companies from a given section of the market. It is usually a weighted average, meaning that such factors as price of companies or their market capitalization are taken into consideration when calculating the index value. Stock indices are very useful for the financial market participants, as they instantly show the sentiments prevailing on a given market. They are also commonly used as a benchmark against portfolio performance, showing if a given portfolio has outperformed, or underperformed the market.