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Value of mutual funds held by households and NPOs in the U.S. 2000-2017
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Value of mutual funds held by households and NPOs in the U.S. 2000-2017
Value of mutual funds held by households and nonprofit organizations in the United States from 2000 to 2017 (in billion U.S. dollars)
by M. Szmigiera,
last edited
Feb 1, 2019
This statistic presents the value of mutual funds held by households and nonprofit organizations in the United States from 2000 to 2017. The value of mutual funds held by the U.S. households and nonprofit organizations amounted to approximately 8.6 trillion U.S. dollars in 2017.
Value of mutual funds held by households and nonprofit organizations in the United States from 2000 to 2017 (in billion U.S. dollars)
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by M. Szmigiera,
last edited
Feb 1, 2019
This statistic presents the value of mutual funds held by households and nonprofit organizations in the United States from 2000 to 2017. The value of mutual funds held by the U.S. households and nonprofit organizations amounted to approximately 8.6 trillion U.S. dollars in 2017.
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- As a Premium user you get access to the detailed source references and background information about this statistic.
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- Release date
- December 2018
- Region
- United States
- Survey time period
- 2000 to 2017
- Supplementary notes
- Excludes money market mutual funds and exchange-traded funds.
Source
- Show sources information
- As a Premium user you get access to the detailed source references and background information about this statistic.
- Show publisher information
- Release date
- December 2018
More information
- Region
- United States
- Survey time period
- 2000 to 2017
- Supplementary notes
- Excludes money market mutual funds and exchange-traded funds.
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Mutual fund assets in selected countries worldwide 2016
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Statistics on "Mutual funds"
- Global overview
The most important statistics
- Largest asset managers worldwide as of June 2019, by value of managed assets (in billion euros)Largest asset managers worldwide 2019, by value of assets
- Distribution of assets of regulated open funds worldwide in 2018, by regionDistribution of assets regulated open funds globally 2018, by region
- Number of regulated open-end funds worldwide from 2008 to 2018Number of regulated open-end funds worldwide 2008-2018
- Number of regulated open-end funds worldwide from 2013 to 2018, by regionNumber of regulated open-end funds worldwide 2013-2018 by region
- Value of mutual fund assets per capita in selected countries worldwide in 2016 (in euros)Mutual fund assets per capita in selected countries worldwide 2016
- Value of assets of mutual funds in selected countries worldwide in 2016 (in billion euros)Mutual fund assets in selected countries worldwide 2016
- Mutual funds in the United States
The most important statistics
- Number of mutual funds in the United States from 1997 to 2018Number of mutual funds in the U.S. 1997-2018
- Total net assets of US-registered mutual funds worldwide from 1998 to 2018 (in trillion U.S. dollars)Total net assets of US-based mutual funds worldwide 1998-2018
- Net new cash flow to mutual funds in the United States from 2000 to 2018 (in billion U.S. dollars)Net new cash flow to mutual funds in the U.S. 2000-2018
- Net new cash flow to mutual funds in the United States from 2000 to 2018, by fund type (in billion U.S. dollars)Net new cash flow to mutual funds in the U.S. 2000-2018, by fund type
- Distribution of investment fund assets in the United States in 2017, by typeDistribution of investment fund assets in the U.S. 2017, by type
- Share of market securities held by mutual funds in the United States in 2018, by security typeShare of market securities held by mutual funds in the U.S. in 2018, by security type
- Number of opened and merged/liquidated mutual funds in the United States from 2005 to 2018Number of opened and closed mutual funds in the U.S. 2005-2018
- Share of retirement account assets managed by mutual funds in the United States from 1995 to 2018, by type of retirement vehicleShare of retirement account assets managed by mutual funds in the U.S. 1995-2018
- Demographics
The most important statistics
- Share of households owning mutual funds in the United States from 1980 to 2018Share of households owning mutual funds in the U.S. 1980-2018
- Share of households owning mutual funds in the United States as of first half of 2018, by age of household headShare of households owning mutual funds in the U.S. 2018, by age of household head
- Share of households owning mutual funds in the United States in the first half of 2017, by household incomeShare of households owning mutual funds in the U.S. 2017, by household income
- Share of household financial assets held in investment funds in the United States from 1995 to 2018Share of household financial assets held in investment funds in U.S. 1995-2018
- Number of investment fund industry employees in the United States from 1997 to 2017 (in 1,000s)Number of investment fund industry employees in the U.S. 1997-2017
- Distribution of job functions in the investment fund sector in the United States as of March 2017Distribution of job functions in the investment fund sector in the U.S. 2017
- Costs
The most important statistics
- Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund typeExpense ratios of mutual fund investors in the U.S. 2000-2018, by fund type
- Expense ratios of equity mutual funds worldwide from 2000 to 2018Expense ratios of equity mutual funds globally 2000-2018
- Expense ratios of equity mutual funds worldwide from 2000 to 2018, by fund management typeExpense ratios of equity mutual funds globally 2000-2018, by fund management type
- Expense ratios of bond mutual funds in the United States from 2000 to 2018, by fund management typeExpense ratios of bond mutual funds in the U.S. 2000-2018, by fund management type
- Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund typeMaximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Actual front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund typeActual front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
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Statistics
- Value of mutual funds held by private pension funds in the U.S. 2000-2017
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Value of mutual funds held by nonfinancial corporate businesses in the U.S. 2000-2017
- Value of mutual funds held by credit unions in the U.S. 2000-2017
- Value of mutual funds held by life insurance companies in the U.S. 2000-2017
- Mutual funds held by U.S. state and local government retirement funds 2000-2017
- Net new cash flow to index mutual funds in the U.S. 2000-2018
- Net purchases of mutual funds by U.S. nonfinancial corporate businesses 2000-2017
- Total net assets of mutual funds worldwide 2012-2018, by country
- Total net assets of mutual funds worldwide 2007-2014, by region
- Net purchases of mutual fund shares by U.S. life insurance companies 2000-2017
- Number of mutual funds worldwide 2011-2014, by country
- Number of mutual funds worldwide 2007-2014, by region
- Mutual fund shares net purchases of U.S. credit unions 2000-2017
- Leading mutual fund groups globally 2012, by assets
- Willingness to take investment risks in the U.S. 2018, by age of household head
- Number of mutual funds worldwide 2007-2014
- Net purchases of mutual fund shares by U.S. state and local government 2000-2017
- U.S. mutual fund share holdings: commercial banks
- NPL ratio in the Benelux region 2016-2018
Studies
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- Gold as an investment
- 2019 Investment Company Fact Book
- UK residential market forecast 2018
- Housebuilding Report 2018
- Trends in the European Investment fund Industry Q1 2018
- 2018 Investment Company Fact Book
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- Trends in the European Investment fund Industry 2015
- Housebuilding Report 2016
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Statistics on "Mutual funds"
- Largest asset managers worldwide as of June 2019, by value of managed assets (in billion euros)
- Distribution of assets of regulated open funds worldwide in 2018, by region
- Number of regulated open-end funds worldwide from 2008 to 2018
- Number of regulated open-end funds worldwide from 2013 to 2018, by region
- Value of mutual fund assets per capita in selected countries worldwide in 2016 (in euros)
- Value of assets of mutual funds in selected countries worldwide in 2016 (in billion euros)
- Number of mutual funds in the United States from 1997 to 2018
- Total net assets of US-registered mutual funds worldwide from 1998 to 2018 (in trillion U.S. dollars)
- Net new cash flow to mutual funds in the United States from 2000 to 2018 (in billion U.S. dollars)
- Net new cash flow to mutual funds in the United States from 2000 to 2018, by fund type (in billion U.S. dollars)
- Distribution of investment fund assets in the United States in 2017, by type
- Share of market securities held by mutual funds in the United States in 2018, by security type
- Number of opened and merged/liquidated mutual funds in the United States from 2005 to 2018
- Share of retirement account assets managed by mutual funds in the United States from 1995 to 2018, by type of retirement vehicle
- Share of households owning mutual funds in the United States from 1980 to 2018
- Share of households owning mutual funds in the United States as of first half of 2018, by age of household head
- Share of households owning mutual funds in the United States in the first half of 2017, by household income
- Share of household financial assets held in investment funds in the United States from 1995 to 2018
- Number of investment fund industry employees in the United States from 1997 to 2017 (in 1,000s)
- Distribution of job functions in the investment fund sector in the United States as of March 2017
- Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type
- Expense ratios of equity mutual funds worldwide from 2000 to 2018
- Expense ratios of equity mutual funds worldwide from 2000 to 2018, by fund management type
- Expense ratios of bond mutual funds in the United States from 2000 to 2018, by fund management type
- Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
- Actual front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
- Value of mutual funds held by private pension funds in the United States from 2000 to 2017 (in billion U.S. dollars)
- Household net investments in funds, bonds and equities in the United States from 2006 to 2015 (in billion U.S. dollars)
- Value of mutual funds held by nonfinancial corporate businesses in the United States from 2000 to 2017 (in billion U.S. dollars)
- Value of mutual funds held by credit unions in the United States from 2000 to 2017 (in billion U.S. dollars)
- Value of mutual funds held by life insurance companies in the United States from 2000 to 2017 (in billion U.S. dollars)
- Value of mutual funds held by state and local government retirement funds in the United States from 2000 to 2017 (in billion U.S. dollars)
- Net new cash flow to index mutual funds in the United States from 2000 to 2018 (in billion U.S. dollars)
- Net purchases of mutual fund shares by nonfinancial corporate businesses in the United States from 2000 to 2017 (in billion U.S. dollars)
- Total net assets of mutual funds in selected countries worldwide from 2012 to 2018 (in trillion U.S. dollars)
- Total net assets of mutual funds worldwide from 2007 to 2014, by region (in trillion U.S. dollars)
- Net purchases of mutual fund shares by the life insurance companies in the United States from 2000 to 2017 (in billion U.S. dollars)
- Number of mutual funds in selected countries worldwide from 2011 to 2014
- Number of mutual funds worldwide from 2007 to 2014, by region (in 1,000s)
- Net purchases of mutual fund shares by credit unions of United States from 2000-2017 (in billion U.S. dollars)
- Leading mutual fund groups globally as of December 2012, by assets (in billion U.S. dollars)
- Willingness to take above-average or substantial investment risks in the United States in 2018 by age of household's head
- Number of mutual funds worldwide from 2007 to 2014
- Net purchases of mutual fund shares by state and local government in the United States from 2000 to 2017 (in billion U.S. dollars)
- U.S. commercial bank holdings of mutual fund shares from 2000 to 2010 (in billion U.S. dollars)
- Non-performing loan (NPL) ratio in Belgium, Luxembourg and the Netherlands (Benelux) compared to the EU from September 2016 to June 2018
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