Prices for DXY Dollar Index including live quotes, historical charts and news. DXY Dollar Index was last updated by Trading Economics this December 2 of 2025.

Graph and download economic data for Nominal Broad U.S. Dollar Index (DTWEXBGS) from 2006-01-02 to 2025-11-28 about trade-weighted, broad, exchange rate, currency, goods, services, rate, indexes, and USA.

Index Time Series for Invesco DB US Dollar Index Bullish Fund. The frequency of the observation is daily. Moving average series are also typically included. The fund invests in futures contracts in an attempt to track its index. The index is calculated to reflect the changes in market value over time, whether positive or negative, of long positions in DX Contracts.

The net return of the MSCI Emerging Markets Index (USD) varied depending on the investment timeframe, as net return is an annualized measure of the rate of return. After *** year of investment, the net return was roughly **** percent, while the return after five years was **** percent.

According to Cognitive Market Research, the global index fund market size was USD XX million in 2024. It will expand at a compound annual growth rate (CAGR) of 6.00% from 2024 to 2031.

North America held the major market share for more than 40% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 4.2% from 2024 to 2031.
Europe accounted for a market share of over 30% of the global revenue with a market size of USD XX million.
Asia Pacific held a market share of around 23% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 8.0% from 2024 to 2031.
Latin America had a market share of more than 5% of the global revenue with a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.4% from 2024 to 2031.
Middle East and Africa had a market share of around 2% of the global revenue and was estimated at a market size of USD XX million in 2024 and will grow at a compound annual growth rate (CAGR) of 5.7% from 2024 to 2031.
The insurance fund held the highest index fund market revenue share in 2024.

Market Dynamics of Index Fund Market

Key Drivers for Index Fund Market

Increased Awareness and Education About Investing to Increase the Demand Globally

Increased awareness and education about investing have driven the growth of the index fund market. As people become more informed about financial principles, they realize the advantages of index funds, including low expenses, diversification, and transparency. Understanding the advantages of passive investing over operational management fosters confidence in index funds as dedicated vehicles for long-term wealth accumulation. This heightened attention drives greater participation in the market, shaping it into a key element of many investors' portfolios and contributing to its ongoing expansion.

Changes in Regulatory Policies, Such As Tax Laws Or Securities Regulations to Propel Market Growth

Changes in regulatory policies, like alterations in tax laws or securities regulations, can profoundly impact the index fund market. Shifts in tax codes may affect investors' after-tax returns, influencing their investment decisions. Similarly, changes in securities regulations can influence the structure and function of index funds, potentially limiting their attractiveness or compliance needs. Such changes can lead to changes in investor behavior, fund implementation, and market dynamics, highlighting the interconnectedness between regulatory conditions and the index fund market's strength and development trajectory?.

Restraint Factor for the Index Fund Market

Changes in Financial Regulations to Limit the Sales

Changes in financial regulations can significantly impact the index fund market. Stricter regulatory requirements may improve compliance expenses for fund managers, potentially directing investors to higher fees. Additionally, regulations that restrict certain types of investments or mandate more comprehensive reporting can decrease the flexibility and attractiveness of index funds. Conversely, regulations encouraging transparency and investor protection can increase confidence and participation in the market.

Impact of Covid-19 on the Index Fund Market

The COVID-19 pandemic significantly impacted the index fund market, initially causing volatility and sharp drops. However, it also revved a shift towards passive investing due to market anticipation and the search for stability. Investors flocked to index funds for their low expenses, diversification, and constant performance. The subsequent market recovery, fueled by monetary and fiscal stimulation, further expanded index fund assets. Overall, the pandemic highlighted the resilience of index funds and solidified their attraction as a core investment strategy during times of economic uncertainty. Introduction of the Index Fund Market

An index fund is a type of mutual fund or ETF designed to replicate the performance of a specific financial market index, delivering low costs, broad diversification, and passive investment management. Growing disposable incomes in developing regions significantly boost the index fund market. As individuals in these areas gain more financial stability, they seek investment opportunities to increase their wealth. Index funds, with their low expenses, ...

Brazil Index: Real Estate Investment Fund Index: IFIX: USD data was reported at 603.000 30Dec2010=1000 in Apr 2025. This records an increase from the previous number of 577.000 30Dec2010=1000 for Mar 2025. Brazil Index: Real Estate Investment Fund Index: IFIX: USD data is updated monthly, averaging 578.500 30Dec2010=1000 from Jan 2013 (Median) to Apr 2025, with 148 observations. The data reached an all-time high of 812.000 30Dec2010=1000 in Jan 2013 and a record low of 327.000 30Dec2010=1000 in Jan 2016. Brazil Index: Real Estate Investment Fund Index: IFIX: USD data remains active status in CEIC and is reported by B3 S.A. - Brasil, Bolsa, Balcão. The data is categorized under Brazil Premium Database’s Financial Market – Table BR.ZA003: B3 S.A. – Brasil, Bolsa, Balcao: Index: USD.

Turkey Index: USD: Investment Trusts data was reported at 229.060 27Dec1996=534 in Oct 2018. This records an increase from the previous number of 214.270 27Dec1996=534 for Sep 2018. Turkey Index: USD: Investment Trusts data is updated monthly, averaging 603.480 27Dec1996=534 from Jan 1997 (Median) to Oct 2018, with 262 observations. The data reached an all-time high of 1,292.030 27Dec1996=534 in Apr 2000 and a record low of 158.690 27Dec1996=534 in Sep 2002. Turkey Index: USD: Investment Trusts data remains active status in CEIC and is reported by Borsa Istanbul . The data is categorized under Global Database’s Turkey – Table TR.Z001: Borsa Istanbul: Index.

Hong Kong HK Investment Fund: Sale: Equity Index Funds data was reported at 49.270 USD mn in Aug 2018. This records a decrease from the previous number of 71.980 USD mn for Jul 2018. Hong Kong HK Investment Fund: Sale: Equity Index Funds data is updated monthly, averaging 44.715 USD mn from Jan 2005 (Median) to Aug 2018, with 164 observations. The data reached an all-time high of 384.710 USD mn in Jan 2018 and a record low of 2.770 USD mn in Apr 2009. Hong Kong HK Investment Fund: Sale: Equity Index Funds data remains active status in CEIC and is reported by Hong Kong Investment Funds Association. The data is categorized under Global Database’s Hong Kong – Table HK.Z038: HK Investment Funds Association Statistics. Equity Index Funds - includes index funds such as 'China Index Fund', 'Hang Seng Index Fund', or 'Europe Index Fund', etc.

Index Time Series for Democracy International Fund. The frequency of the observation is daily. Moving average series are also typically included. The index construction process begins with the universe of companies that are current members of the Solactive GBS Global Markets ex United States Large & Mid Cap USD Index NTR. In constructing the fund's portfolio, the Adviser generally will use a representative sampling investment approach designed to achieve the fund's investment objective.

Index Time Series for iShares $ Corp Bond UCITS ETF USD (Dist) USD. The frequency of the observation is daily. Moving average series are also typically included. The investment objective of this Fund is to provide investors with a total return, taking into account both capital and income returns, which reflects the total return of the Markit iBoxx USD Liquid Investment Grade Index. In order to achieve this investment objective, the investment policy of the Fund is to invest in a portfolio of fixed income securities that as far as possible and practicable consist of the component securities of the Markit iBoxx USD Liquid Investment Grade Index, this Fund"s Benchmark Index.

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Mutual Funds Market Size 2025-2029

The mutual funds market size is valued to increase USD 85.5 trillion, at a CAGR of 9.9% from 2024 to 2029. Market liquidity will drive the mutual funds market.

Major Market Trends & Insights

North America dominated the market and accounted for a 52% growth during the forecast period.
By Type - Stock funds segment was valued at USD 50.80 trillion in 2023
By Distribution Channel - Advice channel segment accounted for the largest market revenue share in 2023

Market Size & Forecast

Market Opportunities: USD 151.38 trillion
Market Future Opportunities: USD 85.50 trillion
CAGR : 9.9%
North America: Largest market in 2023

Market Summary

The market represents a dynamic and ever-evolving financial landscape, characterized by continuous growth and innovation. With core technologies such as artificial intelligence and machine learning increasingly shaping investment strategies, mutual funds have become a preferred choice for individual and institutional investors alike. According to recent reports, mutual fund assets under management globally reached an impressive 61.8 trillion USD as of 2021, underscoring the market's substantial size and influence. However, the market is not without challenges. Transaction risks, regulatory compliance, and competition from alternative investment vehicles remain significant hurdles.
Despite these challenges, opportunities abound, particularly in developing nations where mutual fund adoption rates have been on the rise. For instance, mutual fund assets in Asia Pacific grew by 15.3% in 2020, outpacing the global average. As market liquidity continues to improve and regulatory frameworks evolve, the market is poised for further expansion and transformation.

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

Get Key Insights on Market Forecast (PDF) Request Free Sample

How is the Mutual Funds Market Segmented and what are the key trends of market segmentation?

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 those investing in stocks, constitute a significant segment of the financial market. These funds exhibit diverse characteristics, catering to various investor preferences. For instance, growth funds prioritize stocks with high growth potential, while income funds focus on securities yielding regular dividends. Index funds mirror a specific market index, such as the S&P 500, and sector funds zero in on a particular industry sector. Share classes within mutual funds differ based on the share of investment. For example, large-cap funds allocate a minimum of 80% of their assets to large-cap companies, which represent the top 100 firms in terms of market capitalization.

Investors can opt for dividend reinvestment plans, enabling them to reinvest their dividends to maximize returns. Tax-efficient investing strategies, such as tax-loss harvesting, help minimize tax liabilities. Bond fund yields and currency exchange risk are essential considerations for investors in bond funds. Risk management strategies, including diversification and asset allocation models, play a crucial role in mitigating potential losses. Fund manager expertise and regulatory compliance frameworks are essential factors for investors. Hedge fund strategies, financial statement audits, actively managed funds, and passive investment strategies all contribute to the evolving mutual fund landscape. Expense ratios, asset allocation models, capital gains distributions, and portfolio rebalancing techniques are essential metrics for evaluating mutual fund performance.

Inflation-adjusted returns and equity fund volatility are crucial for long-term investment planning. Alternative investment funds and exchange-traded funds (ETFs) offer additional investment opportunities, with global diversification benefits and passive investment strategies gaining popularity. Nav calculation methods and passive investment strategies further broaden the scope of mutual fund investments. According to recent studies, stock mutual fund adoption stands at 35%, with expectations of a 21% increase in industry participation over the next five years. Meanwhil

The Solactive Green Bond EUR USD IG Index is a rules-based and market value weighted index that is engineered to mirror the investment grade market of green bonds. Green bonds are securities that earmark investment to climate and sustainable projects through the use of their proceeds. Since 2014, the index increased from ****** index points to the peak value of ****** at the end of 2020, before falling to ****** index points as of *****************. By the end of 2023, the index increased again, reaching ******.

The size of the Index Fund market was valued at USD XXX million in 2024 and is projected to reach USD XXX million by 2033, with an expected CAGR of XX % during the forecast period.

Index Construction Platform Market Outlook

According to our latest research, the global Index Construction Platform market size reached USD 1.42 billion in 2024, with a robust year-on-year growth trajectory. The market is expected to expand at a CAGR of 12.1% from 2025 to 2033, reaching a projected value of USD 3.98 billion by 2033. This growth is primarily driven by the increasing demand for sophisticated index solutions amid the proliferation of passive investing and the surge in customized investment products across asset management and financial services sectors.

A key growth factor for the Index Construction Platform market is the accelerated adoption of advanced analytics and automation within the financial sector. As institutional investors and asset managers seek to optimize portfolio performance and reduce operational inefficiencies, the need for platforms that can support the rapid construction, backtesting, and deployment of indices has intensified. The integration of artificial intelligence and machine learning into index construction processes enables the creation of more dynamic and responsive indices, catering to the evolving strategies of modern portfolio managers. Furthermore, regulatory developments demanding greater transparency and compliance in index methodologies are prompting financial institutions to invest in robust, auditable, and scalable index construction solutions.

Another significant driver is the surge in demand for customized and thematic indices, which is reshaping the landscape of index investing. Traditional market-cap-weighted indices are increasingly being supplemented or replaced by bespoke indices tailored to specific investment themes, ESG criteria, or factor exposures. Asset management firms are leveraging index construction platforms to create differentiated products that address client-specific requirements, fueling the growth of the market. The rise of ETFs and other index-linked investment vehicles has further amplified the need for agile, scalable platforms capable of handling complex multi-asset and cross-regional index construction, enhancing the overall value proposition for both institutional and retail investors.

The digital transformation of the financial services industry is also playing a pivotal role in market expansion. Cloud-based index construction platforms are gaining traction due to their scalability, cost-effectiveness, and ability to support real-time collaboration across geographically dispersed teams. These platforms facilitate seamless integration with existing portfolio management and trading systems, enabling end-users to streamline operations and accelerate time-to-market for new index products. Additionally, the increasing penetration of fintech innovation and the emergence of new entrants offering disruptive index solutions are intensifying competition and driving continuous technological advancement within the market.

Regionally, North America continues to dominate the Index Construction Platform market, accounting for the largest share in 2024, supported by the presence of major financial institutions, asset management firms, and technology providers. Europe follows closely, with strong growth fueled by regulatory reforms such as MiFID II and an increasing focus on ESG and sustainable investing. The Asia Pacific region is witnessing the fastest growth, driven by the rapid development of capital markets, rising adoption of passive investment strategies, and the expansion of digital financial infrastructure. Latin America and the Middle East & Africa are also showing promising potential, albeit from a lower base, as financial markets mature and local players embrace advanced index construction technologies.

Component Analysis

The Component segment of the Index Construction Platform market is bifurcated into Software and Services. The software component forms the backbone of index construction, offering robust functionalities for data aggregation, rules-based index creation, backtesting, and real-time calculation. With the growing complexity of indices and the increasing demand for customization, software solutions are being enhanced with advanced analytics, AI-driven insights, and intuitive user interfaces. This is enabling asset managers and financial institutions to rapidly develop and iterate new index strategies, ensuring alignment with evolving market

Renewable Energy Investment Index Market Outlook

According to our latest research, the global Renewable Energy Investment Index market size reached USD 485.2 billion in 2024, fueled by a robust policy push, technological advancements, and escalating demand for sustainable energy solutions. The market is growing at a steady CAGR of 8.1% and is forecasted to attain a value of USD 919.3 billion by 2033. This impressive growth trajectory is driven by aggressive decarbonization commitments, increased capital inflows from both public and private sectors, and the expanding portfolio of renewable energy projects worldwide. As per our latest research, the Renewable Energy Investment Index market continues to be a critical barometer for global energy transition and sustainability-driven investments.

The primary growth factor for the Renewable Energy Investment Index market lies in the global shift towards decarbonization and the urgent need to address climate change. Governments across the globe have set ambitious targets for net-zero emissions, and renewable energy is at the core of these strategies. The implementation of supportive regulatory frameworks, such as feed-in tariffs, tax incentives, and renewable portfolio standards, has significantly enhanced the attractiveness of renewable energy investments. Furthermore, the declining costs of renewable technologies, particularly in solar and wind, have made these sources increasingly competitive with traditional fossil fuels. This cost parity, coupled with heightened environmental awareness among consumers and corporations, is propelling sustained capital flows into the sector, making renewable energy investments a mainstream asset class.

Another significant driver is the rapid technological innovation within the renewable energy sector. Advancements in energy storage solutions, grid integration, and digitalization of energy management systems are enhancing the reliability and scalability of renewable projects. The rise of smart grids, artificial intelligence, and blockchain-based solutions for energy trading and management are further optimizing operational efficiency and transparency. These technological leaps are reducing operational risks for investors and enabling larger, more complex projects to come online. As a result, institutional investors, private equity, and venture capital are increasingly allocating funds to renewable energy, recognizing both the stable returns and the alignment with environmental, social, and governance (ESG) criteria.

Financial innovation and evolving investment models are also catalyzing growth in the Renewable Energy Investment Index market. The emergence of green bonds, yieldcos, and securitization of renewable energy assets has broadened the investor base and improved access to capital for project developers. Crowdfunding platforms and community-based investment schemes are democratizing participation in the renewable energy transition. Additionally, the growing influence of ESG investing has compelled asset managers and institutional investors to prioritize renewable energy assets within their portfolios. This convergence of financial innovation and sustainability imperatives is creating a virtuous cycle, accelerating the deployment of capital into renewable energy infrastructure globally.

The global push towards Renewable Energy is not only reshaping energy markets but also redefining economic landscapes. Countries are increasingly recognizing the strategic importance of energy independence and sustainability, driving significant investments in renewable infrastructure. This shift is fostering innovation in energy technologies and creating new industries and job opportunities. As nations strive to meet their climate commitments, renewable energy is becoming a cornerstone of national energy policies, promoting cleaner air, reduced carbon footprints, and enhanced energy security. The ripple effects of this transition are being felt across sectors, from manufacturing to finance, as the world embraces a more sustainable energy future.

Regionally, the Asia Pacific market is leading the charge, accounting for the largest share of global renewable energy investments, followed closely by Europe and North America. Asia PacificÂ’s dominance is underpinned by large-scale deployments in China and India, robust government po

Find detailed analysis in Market Research Intellect's Index Fund Market Report, estimated at USD 5.0 trillion in 2024 and forecasted to climb to USD 10.0 trillion by 2033, reflecting a CAGR of 8.5%.Stay informed about adoption trends, evolving technologies, and key market participants.