Dow Jones Industrial Average or the FTSE 100.
While passive funds only accounted for two trillion U.S. dollars of total assets held by mutual funds in the United States in 2010, this figure will have multiplied by 2025. Active mutual funds are funds of pooled money that is invested by a fund manager, who actively researches new investment opportunities and amends the fund's portfolio accordingly. This contrasts to passive funds, where the fund's portfolio is (usually) determined by an external stock market index such as the Assets under management (AUM) of mutual funds in the United States in 2010 and 2019, with a forecast for 2025 (in trillion U.S. dollars)
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Statistics on Mutual funds
Overview
6
- Premium Statistic Net assets of regulated open-end funds worldwide 2012-2021
- Premium Statistic Total net assets of mutual funds worldwide 2013-2021, by country
- Premium Statistic Largest asset managers worldwide 2022, by value of assets
- Premium Statistic Market size of worldwide regulated open-end funds in global capital markets 2011-2021
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2021
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2021
Regional distribution
7
- Premium Statistic Net assets of regulated open-end funds worldwide 2021, by region
- Basic Statistic Distribution of assets regulated open funds globally 2021, by region
- Premium Statistic Number of regulated open-end funds worldwide 2013-2021, by region
- Premium Statistic Net sales of regulated long-term funds 2010-2021, by region
- Premium Statistic Mutual fund assets in selected countries worldwide 2021
- Basic Statistic Number of mutual funds in the U.S. 1997-2021
- Premium Statistic Net Assets of the European UCITS Q4 2021, by country
Fund types
5
- Premium Statistic Number of regulated open-end funds worldwide 2020-2021, by product type
- Premium Statistic Net assets of regulated open-end funds worldwide 2010-2021, by asset type
- Premium Statistic Share of net assets of regulated open-end funds worldwide 2010-2021, by fund type
- Premium Statistic Net sales of regulated long-term funds 2010-2020, by type of fund
- Basic Statistic Share of market securities held by mutual funds in the U.S. in 2021, by security type
Fund performance
6
- Premium Statistic Leading mutual fund groups globally by assets 2022
- Premium Statistic Best performing global stock funds worldwide 2022
- Premium Statistic Best performing international diversified large-company funds worldwide 2022
- Premium Statistic Best performing regional and single-country mutual funds worldwide 2022
- Premium Statistic Best performing diversified emerging markets funds worldwide 2022
- Premium Statistic Best performing alternative mutual funds worldwide 2022
Fund expenses
4
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2021
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2021, by fund management type
- Premium Statistic Expense ratios of bond mutual funds in the U.S. 2000-2021, by fund management type
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2021, by fund type
Further related statistics
16
- Distribution of open-end funds globally 2011-2020, by trading strategy
- Share of passively managed assets in assets of mutual funds and ETFs 2005-2014
- Net purchases of mutual fund shares by U.S. household and NPOs 2000-2018
- Value of active and passive assets globally 2014-2018
- Innovation mutual fund and local investment fund in France, by size 2018
- Knowledge level among mutual funds investors in Canada 2021
- Value of mutual fund trading on stock exchanges in EMEA 2013, by exchange
- Main sector of investment for French innovation mutual funds 2018
- Value of mutual fund trading on stock exchanges in the Americas 2013, by exchange
- Value of mutual fund trading on stock exchanges in Asia-Pacific 2013, by exchange
- Innovation mutual fund's raising capital in France 2008-2018
- Corporate and foreign bond holdings by U.S. mutual funds 2000-2018
- Mutual fund net purchases of corporate and foreign bonds in the U.S. 2000-2018
- Total net assets of active and passive mutual funds in the U.S. 2020-2021
- Total index mutual funds in the U.S. 2000-2021, by index type
- Mixed asset funds: annual net value of retail sales in the UKin 2008-2018
Further Content: You might find this interesting as well
Statistics
- Distribution of open-end funds globally 2011-2020, by trading strategy
- Share of passively managed assets in assets of mutual funds and ETFs 2005-2014
- Net purchases of mutual fund shares by U.S. household and NPOs 2000-2018
- Value of active and passive assets globally 2014-2018
- Innovation mutual fund and local investment fund in France, by size 2018
- Knowledge level among mutual funds investors in Canada 2021
- Value of mutual fund trading on stock exchanges in EMEA 2013, by exchange
- Main sector of investment for French innovation mutual funds 2018
- Value of mutual fund trading on stock exchanges in the Americas 2013, by exchange
- Value of mutual fund trading on stock exchanges in Asia-Pacific 2013, by exchange
- Innovation mutual fund's raising capital in France 2008-2018
- Corporate and foreign bond holdings by U.S. mutual funds 2000-2018
- Mutual fund net purchases of corporate and foreign bonds in the U.S. 2000-2018
- Total net assets of active and passive mutual funds in the U.S. 2020-2021
- Total index mutual funds in the U.S. 2000-2021, by index type
- Mixed asset funds: annual net value of retail sales in the UKin 2008-2018
PwC. (December 15, 2020). Assets under management (AUM) of mutual funds in the United States in 2010 and 2019, with a forecast for 2025 (in trillion U.S. dollars) [Graph]. In Statista. Retrieved March 26, 2023, from https://www.statista.com/statistics/1194552/mutual-funds-projected-assets-under-management-fund-type-usa/
PwC. "Assets under management (AUM) of mutual funds in the United States in 2010 and 2019, with a forecast for 2025 (in trillion U.S. dollars)." Chart. December 15, 2020. Statista. Accessed March 26, 2023. https://www.statista.com/statistics/1194552/mutual-funds-projected-assets-under-management-fund-type-usa/
PwC. (2020). Assets under management (AUM) of mutual funds in the United States in 2010 and 2019, with a forecast for 2025 (in trillion U.S. dollars). Statista. Statista Inc.. Accessed: March 26, 2023. https://www.statista.com/statistics/1194552/mutual-funds-projected-assets-under-management-fund-type-usa/
PwC. "Assets under Management (Aum) of Mutual Funds in The United States in 2010 and 2019, with a Forecast for 2025 (in Trillion U.S. Dollars)." Statista, Statista Inc., 15 Dec 2020, https://www.statista.com/statistics/1194552/mutual-funds-projected-assets-under-management-fund-type-usa/
PwC, Assets under management (AUM) of mutual funds in the United States in 2010 and 2019, with a forecast for 2025 (in trillion U.S. dollars) Statista, https://www.statista.com/statistics/1194552/mutual-funds-projected-assets-under-management-fund-type-usa/ (last visited March 26, 2023)
Assets under management (AUM) of mutual funds in the United States in 2010 and 2019, with a forecast for 2025 (in trillion U.S. dollars) [Graph], PwC, December 15, 2020. [Online]. Available: https://www.statista.com/statistics/1194552/mutual-funds-projected-assets-under-management-fund-type-usa/