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
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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ICI. (May 22, 2023). Share of household financial assets held in investment funds in the United States from 1995 to 2022 [Graph]. In Statista. Retrieved June 18, 2024, from https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI. "Share of household financial assets held in investment funds in the United States from 1995 to 2022." Chart. May 22, 2023. Statista. Accessed June 18, 2024. https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI. (2023). Share of household financial assets held in investment funds in the United States from 1995 to 2022. Statista. Statista Inc.. Accessed: June 18, 2024. https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI. "Share of Household Financial Assets Held in Investment Funds in The United States from 1995 to 2022." Statista, Statista Inc., 22 May 2023, https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI, Share of household financial assets held in investment funds in the United States from 1995 to 2022 Statista, https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/ (last visited June 18, 2024)
Share of household financial assets held in investment funds in the United States from 1995 to 2022 [Graph], ICI, May 22, 2023. [Online]. Available: https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/