Mutual fund assets under management in U.S. 2025

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 Dow Jones Industrial Average or the FTSE 100.

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)

Characteristic	Active	Passive
-	-	-
-	-	-
-	-	-

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Release date

December 2020

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Region

United States

Survey time period

2010 and 2020

Supplementary notes

* Forecast based on 2020 market conditions which incorporate the effects of the coronavirus (COVID-19) pandemic.

Values have been calculated by Statista using percentages provided by the source.

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