Share of household financial assets held in investment funds in U.S. 1995-2022

Published by Statista Research Department, Jun 12, 2023
The share of household financial assets held in investment funds in the United States increased overall from 1995 to 2022. In 2022, 20.7 percent of the household financial assets were held in investment companies such as open-end mutual funds, closed-end mutual funds, ETFs or unit investment trusts.

Share of household financial assets held in investment funds in the United States from 1995 to 2022

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Release date

May 2023

Region

United States

Survey time period

1995 to 2022

Supplementary notes

Investment companies are open-end mutual funds, closed-end funds, exchange-traded funds and unit investment trusts, registered in the United States. Mutual funds held in employer-sponsored DC plans, IRAs, and variable annuities are included.
Figures have been taken from multiple publications.

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