Dow Jones Industrial Average or the FTSE 100.
While passively-managed index funds only constituted 20 percent of the total assets managed by investment companies in the the United States in 2011, this share had increased to 43 percent by 2021. Active mutual funds are funds of pooled money managed 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 Distribution of active and passive investment funds in the United States in 2011 and 2021, by type
Basic Account
Get to know the platform
You only have access to basic statistics.
This statistic is not included in your account.
Starter Account
The ideal entry-level account for individual users
- Instant access to 1m statistics
- Download in XLS, PDF & PNG format
- Detailed references
$69 USD $49 USD / Month *
in the first 12 months
Professional Account
Full access
Business Solutions including all features.
* Prices do not include sales tax.
Other statistics that may interest you
Overview
8
- Premium Statistic Number of investment funds in the U.S. 2000-2021, by type
- Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2021
- Basic Statistic Total net assets of ETFs in the U.S. 2002-2021
- Premium Statistic Leading mutual fund groups globally by assets 2022
- Premium Statistic Leading providers of ETFs in the U.S. 2022, by assets
- Premium Statistic Largest mutual funds worldwide in November 2022, by net assets
- Premium Statistic Largest ETFs in the U.S. in September 2022, by assets under management
- Premium Statistic Net fund flows of leading U.S listed ETFs 2022, by company
Assets of leading providers
5
- Premium Statistic Total assets under management of BlackRock 2008-2022
- Basic Statistic Assets under management of Vanguard 1975-2022
- Premium Statistic Assets under management of Fidelity by type 2022
- Basic Statistic Total assets under management of State Street 2010-2022
- Premium Statistic Total client assets managed Charles Schwab 2013-2022
Asset class distribution
7
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2021, by fund type
- Basic Statistic Distribution of investment fund assets in the U.S. 2021, by asset class
- Premium Statistic Assets under management of BlackRock 2014-2021, by asset class
- Basic Statistic Discretionary assets under management of Fidelity by asset class 2021
- Premium Statistic Assets under management of State Street by asset class 2019-2021
- Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2021
- Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class
Product distribution
5
- Premium Statistic Active vs passive investment funds in the U.S. 2011 and 2021, by type
- Premium Statistic Assets under management of BlackRock 2021, by investment style and client type
- Premium Statistic Assets under management share of State Street by investment approach 2021
- Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2021
- Premium Statistic Number of investment funds in the U.S. 2000-2021, by type
Largest funds
5
- Premium Statistic Largest BlackRock equity ETFs worldwide in December 2022, by net assets
- Premium Statistic Largest Vanguard investment funds worldwide in November 2022, by net assets
- Premium Statistic Largest Fidelity investment funds worldwide in September 2022, by net assets
- Premium Statistic Largest State Street investment funds worldwide in November 2022, by net assets
- Premium Statistic Largest Charles Schwab investment funds worldwide in October 2022, by net assets
Fastest growing funds
5
- Basic Statistic Fastest growing BlackRock funds worldwide in August 2022, by one year return
- Premium Statistic Fastest growing Vanguard funds worldwide in January 2023, by one year return
- Premium Statistic Fastest growing Fidelity funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing State Street funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing Charles Schwab funds worldwide in September 2021, by one year return
Consumer behavior
6
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2021
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2021
- 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
- Premium Statistic Share of households owning mutual funds in the U.S. 2021, by age of household head
- Premium Statistic Share of households investing in mutual funds in the U.S. 2021, by household income
Further related statistics
18
- Share of passively managed assets in assets of mutual funds and ETFs 2005-2014
- Net issuance of ETF shares in the U.S. 2010-2021, by ETF type
- Market share of leading ETF providers worldwide 2018
- Number of new ETFs in the U.S. 2006-2021
- Number of investment companies reporting to ICI in the U.S. 1997-2021
- Leading physically-backed gold ETFs worldwide Q4 2016 by AuM in tonnes
- Market share of leading providers of ETFs in Europe 2016
- Leading physically-backed commodity ETFs worldwide by total AUM December 2022
- Minimum investment of selected managed ETF porfolios in the U.S. 2014
- Distribution of open-end funds globally 2011-2020, by trading strategy
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Number of closed ETFs in the U.S. 2002-2021
- Number of ETFs worldwide 2016, by asset class
- lime manufacturing revenue in the USA 2010-2022
- Most appealing happy hour food specials in the U.S. as of March 2014
- Texas - gross volume of gasoline sales 2010-2011
- North Dakota art and cultural production industry value added to U.S. GDP 2001-2019
- Installed base of smart home devices in Canada 2018-2023
Further Content: You might find this interesting as well
Statistics
- Share of passively managed assets in assets of mutual funds and ETFs 2005-2014
- Net issuance of ETF shares in the U.S. 2010-2021, by ETF type
- Market share of leading ETF providers worldwide 2018
- Number of new ETFs in the U.S. 2006-2021
- Number of investment companies reporting to ICI in the U.S. 1997-2021
- Leading physically-backed gold ETFs worldwide Q4 2016 by AuM in tonnes
- Market share of leading providers of ETFs in Europe 2016
- Leading physically-backed commodity ETFs worldwide by total AUM December 2022
- Minimum investment of selected managed ETF porfolios in the U.S. 2014
- Distribution of open-end funds globally 2011-2020, by trading strategy
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Number of closed ETFs in the U.S. 2002-2021
- Number of ETFs worldwide 2016, by asset class
- lime manufacturing revenue in the USA 2010-2022
- Most appealing happy hour food specials in the U.S. as of March 2014
- Texas - gross volume of gasoline sales 2010-2011
- North Dakota art and cultural production industry value added to U.S. GDP 2001-2019
- Installed base of smart home devices in Canada 2018-2023
ICI. (June 8, 2022). Distribution of active and passive investment funds in the United States in 2011 and 2021, by type [Graph]. In Statista. Retrieved June 08, 2023, from https://www.statista.com/statistics/1262209/active-passive-investment-funds-usa/
ICI. "Distribution of active and passive investment funds in the United States in 2011 and 2021, by type." Chart. June 8, 2022. Statista. Accessed June 08, 2023. https://www.statista.com/statistics/1262209/active-passive-investment-funds-usa/
ICI. (2022). Distribution of active and passive investment funds in the United States in 2011 and 2021, by type. Statista. Statista Inc.. Accessed: June 08, 2023. https://www.statista.com/statistics/1262209/active-passive-investment-funds-usa/
ICI. "Distribution of Active and Passive Investment Funds in The United States in 2011 and 2021, by Type." Statista, Statista Inc., 8 Jun 2022, https://www.statista.com/statistics/1262209/active-passive-investment-funds-usa/
ICI, Distribution of active and passive investment funds in the United States in 2011 and 2021, by type Statista, https://www.statista.com/statistics/1262209/active-passive-investment-funds-usa/ (last visited June 08, 2023)
Distribution of active and passive investment funds in the United States in 2011 and 2021, by type [Graph], ICI, June 8, 2022. [Online]. Available: https://www.statista.com/statistics/1262209/active-passive-investment-funds-usa/