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Share of household financial assets held in investment funds in U.S. 1995-2018
Share of household financial assets held in investment funds in U.S. 1995-2018
Share of household financial assets held in investment funds in the United States from 1995 to 2018
by M. Szmigiera,
last edited
May 15, 2019
The statistic presents the share of household financial assets held in investment funds in the United States from 1995 to 2018. In 2018, 21 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 2018
Loading statistic...
| Share of assets | |
|---|---|
| '18 | 21% |
| '17 | 24% |
| '16 | 22% |
| '15 | 22% |
| '14 | 24% |
| '13 | 22% |
| '12 | 21% |
| '11 | 20% |
| '10 | 21% |
| '09 | 21% |
| '08 | 18% |
| '07 | 21% |
| '06 | 19% |
| '05 | 18% |
| '04 | 18% |
| '03 | 18% |
| '02 | 18% |
| '01 | 19% |
| '00 | 19% |
| '99 | 18% |
| '98 | 17% |
| '97 | 16% |
| '96 | 14% |
| '95 | 12% |
| Share of assets | |
|---|---|
| '18 | 21% |
| '17 | 24% |
| '16 | 22% |
| '15 | 22% |
| '14 | 24% |
| '13 | 22% |
| '12 | 21% |
| '11 | 20% |
| '10 | 21% |
| '09 | 21% |
| '08 | 18% |
| '07 | 21% |
| '06 | 19% |
| '05 | 18% |
| '04 | 18% |
| '03 | 18% |
| '02 | 18% |
| '01 | 19% |
| '00 | 19% |
| '99 | 18% |
| '98 | 17% |
| '97 | 16% |
| '96 | 14% |
| '95 | 12% |
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by M. Szmigiera,
last edited
May 15, 2019
The statistic presents the share of household financial assets held in investment funds in the United States from 1995 to 2018. In 2018, 21 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.
- 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
- April 2019
- Region
- United States
- Survey time period
- 1995 to 2018
- Supplementary notes
- 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.
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
- April 2019
More information
- Region
- United States
- Survey time period
- 1995 to 2018
- Supplementary notes
- 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.
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- Global overview
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- 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
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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
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- 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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- 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
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- 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)
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- Expenses incurred by mutual fund investors in the United States from 2000 to 2018, by fund type
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- Maximum front-end sales load incurred by mutual fund investors in the United States from 1990 to 2016, by fund type
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