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Share of household financial assets held in investment funds in U.S. 1995-2017
Share of household financial assets held in investment funds in U.S. 1995-2017
Share of household financial assets held in investment funds in the United States from 1995 to 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.
Share of household financial assets held in investment funds in the United States from 1995 to 2017
Loading statistic...
| Share of assets | |
|---|---|
| '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 | |
|---|---|
| '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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Description
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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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- Show publisher information
- 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.
Source
- Show sources information
- Show publisher information
- Release date
- May 2018
More information
- 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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Statistics on "Mutual funds"
- Global overview
The most important statistics
- Largest asset managers worldwide as of June 2018, by value of managed assets (in billion euros)Largest asset managers worldwide 2018, by value of assets
- Distribution of assets of regulated open funds worldwide in 2017, by regionDistribution of assets regulated open funds globally 2017, by region
- Number of regulated open-end funds worldwide from 2008 to 2017Number of regulated open-end funds worldwide 2008-2017
- Number of regulated open-end funds worldwide from 2013 to 2017, by regionNumber of regulated open-end funds worldwide 2013-2017 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 2017Number of mutual funds in the U.S. 1997-2017
- Total net assets of US-registered mutual funds worldwide from 1998 to 2017 (in trillion U.S. dollars)Total net assets of US-based mutual funds worldwide 1998-2017
- Net new cash flow to mutual funds in the United States from 2000 to 2017 (in billion U.S. dollars)Net new cash flow to mutual funds in the U.S. 2000-2017
- Net new cash flow to mutual funds in the United States from 2000 to 2017, by fund type (in billion U.S. dollars)Net new cash flow to mutual funds in the U.S. 2000-2017, 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 2017, by security typeShare of market securities held by mutual funds in the U.S. in 2017, by security type
- Number of opened and merged/liquidated mutual funds in the United States from 2005 to 2017Number of opened and closed mutual funds in the U.S. 2005-2017
- Share of retirement account assets managed by mutual funds in the United States from 1995 to 2017, by type of retirement vehicleShare of retirement account assets managed by mutual funds in the U.S. 1995-2017
- Demographics
The most important statistics
- Share of households owning mutual funds in the United States from 1980 to 2017Share of households owning mutual funds in the U.S. 1980-2017
- Share of households owning mutual funds in the United States as of first half of 2017, by age of household headShare of households owning mutual funds in the U.S. 2017, 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 2017Share of household financial assets held in investment funds in U.S. 1995-2017
- 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 2017, by fund typeExpense ratios of mutual fund investors in the U.S. 2000-2017, by fund type
- Expense ratios of equity mutual funds worldwide from 2000 to 2017Expense ratios of equity mutual funds globally 2000-2017
- Expense ratios of equity mutual funds worldwide from 2000 to 2017, by fund management typeExpense ratios of equity mutual funds globally 2000-2017, by fund management type
- Expense ratios of bond mutual funds in the United States from 2000 to 2017, by fund management typeExpense ratios of bond mutual funds in the U.S. 2000-2017, 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 on "Mutual funds"
- Largest asset managers worldwide as of June 2018, by value of managed assets (in billion euros)
- Distribution of assets of regulated open funds worldwide in 2017, by region
- Number of regulated open-end funds worldwide from 2008 to 2017
- Number of regulated open-end funds worldwide from 2013 to 2017, 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 2017
- Total net assets of US-registered mutual funds worldwide from 1998 to 2017 (in trillion U.S. dollars)
- Net new cash flow to mutual funds in the United States from 2000 to 2017 (in billion U.S. dollars)
- Net new cash flow to mutual funds in the United States from 2000 to 2017, 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 2017, by security type
- Number of opened and merged/liquidated mutual funds in the United States from 2005 to 2017
- Share of retirement account assets managed by mutual funds in the United States from 1995 to 2017, by type of retirement vehicle
- Share of households owning mutual funds in the United States from 1980 to 2017
- Share of households owning mutual funds in the United States as of first half of 2017, 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 2017
- 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 2017, by fund type
- Expense ratios of equity mutual funds worldwide from 2000 to 2017
- Expense ratios of equity mutual funds worldwide from 2000 to 2017, by fund management type
- Expense ratios of bond mutual funds in the United States from 2000 to 2017, 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
- Financial assets of investment funds in Germany as of 2017, by asset type (in million euros)
- Financial assets of mutual investment funds in Switzerland as of 2013, by asset type (in million Swiss franks)*
- Value of financial assets of pension funds in Austria as of 2017, by asset type (in million euros)
- Value of financial assets of pension funds in Switzerland as of 2017, by asset type (in million Swiss franks)*
- Value of financial assets of pension funds in Iceland as of 2017, by asset type (in million Icelandic crowns)
- Financial assets of investment funds in Finland as of 2017, by asset type (in million euros)
- Value of financial assets of pension funds in Poland as of 2017, by asset type (in million Polish zlotys)*
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- Value of financial assets of pension funds in Greece as of 2017, by asset type (in million euros)
- Value of financial assets of pension funds in Estonia as of 2017, by asset type (in million euros)
- Value of financial assets of pension funds in Spain as of 2016, by asset type (in million euros)
- Value of financial assets of pension funds in Norway as of 2017, by asset type (in million Norwegian kroner)*
- Total of equity and investment fund shares or units of financial corporations in the United Kingdom (UK) from 2006 to 2017 (in trillion GBP)
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