Share of household financial assets held in investment funds in the United States from 1995 to 2017

Share of household financial assets held in investment funds in U.S. 1995-2017 The statistic presents the share of household financial assets held in investment funds in the United States from 1995 to 2017. In 2017, 24 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.
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Share of assets
'95 12%
'96 14%
'97 16%
'98 17%
'99 18%
'00 19%
'01 19%
'02 18%
'03 18%
'04 18%
'05 18%
'06 19%
'07 21%
'08 18%
'09 21%
'10 21%
'11 20%
'12 21%
'13 22%
'1424%
'1522%
'1622%
'1724%
Share of assets
'95 12%
'96 14%
'97 16%
'98 17%
'99 18%
'00 19%
'01 19%
'02 18%
'03 18%
'04 18%
'05 18%
'06 19%
'07 21%
'08 18%
'09 21%
'10 21%
'11 20%
'12 21%
'13 22%
'1424%
'1522%
'1622%
'1724%
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Description Source More information
The statistic presents the share of household financial assets held in investment funds in the United States from 1995 to 2017. In 2017, 24 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.
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Release date
May 2018
Region
United States
Survey time period
1995 to 2017
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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