Share of household financial assets held in investment funds in U.S. 1995-2021

Published by Statista Research Department, Jun 29, 2022
The share of household financial assets held in investment funds in the United States increased overall from 1995 to 2021. In 2021, 23 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 2021

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Release date

June 2022

Region

United States

Survey time period

1995 to 2021

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.
Figures have been taken from multiple publications.

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Overview

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Financial net worth of households per capita

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Currency and deposits share of assets

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Equity as percentage of assets

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Mutual fund investments as share of assets

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Value of housing (non-financial assets)

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Financial situation of households

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Topics

Mutual fundsInvestment fundsMutual fund and ETF providers in the U.S.Personal savings in the United StatesFinancial markets
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