Domestic equity funds constituted 44 percent of the mutual fund and ETF assets in the United States in 2022, by far and away the most common asset class for U.S. investment funds. Following this was bond funds, then money market and world equity funds. Hybrid and other funds only comprised six percent of U.S. investment funds at this time.
Distribution of investment fund assets under management (AUM) in the United States in 2022, by asset class
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Other statistics that may interest you Mutual fund and ETF providers in the United States
Overview
8
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
- Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2022
- Basic Statistic Total net assets of ETFs in the U.S. 2002-2022
- Premium Statistic Leading mutual fund groups globally by assets 2023
- Premium Statistic Leading providers of ETFs in the U.S. 2023, by assets
- Premium Statistic Largest mutual funds worldwide in November 2022, by net assets
- Premium Statistic Largest ETFs in the U.S. in July2022, by assets under management
- Premium Statistic Top ETF inflows listed in the U.S. 2023, by weekly flows
Assets of leading providers
5
- Premium Statistic Total assets under management of BlackRock 2008-2023
- Basic Statistic Assets under management of Vanguard 1975-2022
- Premium Statistic Assets under management of Fidelity by type 2022
- Basic Statistic Total assets under management of State Street 2010-2022
- Premium Statistic Total client assets managed Charles Schwab 2013-2022
Asset class distribution
7
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2022, by fund type
- Basic Statistic Distribution of investment fund assets in the U.S. 2022, by asset class
- Premium Statistic Assets under management of BlackRock 2014-2022, by asset class
- Basic Statistic Discretionary assets under management of Fidelity by asset class 2021
- Premium Statistic Assets under management of State Street by asset class 2019-2022
- Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2022
- Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class
Product distribution
5
- Premium Statistic Active vs passive investment funds in the U.S. 2012 and 2022, by type
- Premium Statistic Assets under management of BlackRock 2022, by investment style and client type
- Premium Statistic Assets under management share of State Street by investment approach 2021
- Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2022
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
Largest funds
5
- Premium Statistic Largest BlackRock equity ETFs worldwide in July 2023, by net assets
- Premium Statistic Largest Vanguard investment funds worldwide in September 2023, by net assets
- Premium Statistic Largest Fidelity investment funds worldwide in September 2023, by net assets
- Premium Statistic Largest State Street investment funds worldwide in November 2022, by net assets
- Premium Statistic Largest Charles Schwab investment funds worldwide in October 2022, by net assets
Fastest growing funds
5
- Basic Statistic Fastest growing BlackRock funds worldwide in July 31, by one year return
- Premium Statistic Top performing investment funds owned by Vanguard worldwide 2023, by one-year return
- Premium Statistic Fastest growing Fidelity funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing State Street funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing Charles Schwab funds worldwide in September 2021, by one year return
Consumer behavior
6
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2022
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2022
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2022
- Premium Statistic Share of households owning mutual funds in the U.S. 2022, by age of household head
- Premium Statistic Share of households investing in mutual funds in the U.S. 2021, by household income
Further related statistics
20
- Wealth allocation of UHNWIs in Asia 2015
- Wealth allocation of UHNWIs in Europe 2015
- Wealth allocation of UHNWIs in Latin America 2015
- Wealth allocation of UHNWIs in North America 2015
- Wealth allocation of UHNWIs globally
- Share of household financial assets held in investment funds in U.S. 1995-2022
- Total net assets of mutual funds worldwide 2007-2014, by region
- Total assets of closed-end funds in the U.S. 2005-2022
- Number of closed-end funds in the U.S. 2005-2022
- Number of investment fund industry employees in the U.S. 1997-2017
- Distribution of job functions in the investment fund sector in the U.S. 2017
- Asset allocation of high net worth individuals in the U.S. 2009-2015
- Number of mutual funds worldwide 2011-2014, by country
- Number of mutual funds worldwide 2007-2014, by region
- Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Asset allocation targets of Yale University for 2012
- Ranking of domestic regions by investment climate in Russia 2022
- Net sales of regulated long-term funds worldwide 2019-2022, by country
- Wealth allocation of UHNWIs in Africa 2015
- Most promising regions for international investment in Russia 2020
Further Content: You might find this interesting as well
Statistics
- Wealth allocation of UHNWIs in Asia 2015
- Wealth allocation of UHNWIs in Europe 2015
- Wealth allocation of UHNWIs in Latin America 2015
- Wealth allocation of UHNWIs in North America 2015
- Wealth allocation of UHNWIs globally
- Share of household financial assets held in investment funds in U.S. 1995-2022
- Total net assets of mutual funds worldwide 2007-2014, by region
- Total assets of closed-end funds in the U.S. 2005-2022
- Number of closed-end funds in the U.S. 2005-2022
- Number of investment fund industry employees in the U.S. 1997-2017
- Distribution of job functions in the investment fund sector in the U.S. 2017
- Asset allocation of high net worth individuals in the U.S. 2009-2015
- Number of mutual funds worldwide 2011-2014, by country
- Number of mutual funds worldwide 2007-2014, by region
- Maximum front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Asset allocation targets of Yale University for 2012
- Ranking of domestic regions by investment climate in Russia 2022
- Net sales of regulated long-term funds worldwide 2019-2022, by country
- Wealth allocation of UHNWIs in Africa 2015
- Most promising regions for international investment in Russia 2020
ICI. (May 22, 2023). Distribution of investment fund assets under management (AUM) in the United States in 2022, by asset class [Graph]. In Statista. Retrieved December 11, 2023, from https://www.statista.com/statistics/255606/asset-allocation-mutual-funds-usa/
ICI. "Distribution of investment fund assets under management (AUM) in the United States in 2022, by asset class." Chart. May 22, 2023. Statista. Accessed December 11, 2023. https://www.statista.com/statistics/255606/asset-allocation-mutual-funds-usa/
ICI. (2023). Distribution of investment fund assets under management (AUM) in the United States in 2022, by asset class. Statista. Statista Inc.. Accessed: December 11, 2023. https://www.statista.com/statistics/255606/asset-allocation-mutual-funds-usa/
ICI. "Distribution of Investment Fund Assets under Management (Aum) in The United States in 2022, by Asset Class." Statista, Statista Inc., 22 May 2023, https://www.statista.com/statistics/255606/asset-allocation-mutual-funds-usa/
ICI, Distribution of investment fund assets under management (AUM) in the United States in 2022, by asset class Statista, https://www.statista.com/statistics/255606/asset-allocation-mutual-funds-usa/ (last visited December 11, 2023)
Distribution of investment fund assets under management (AUM) in the United States in 2022, by asset class [Graph], ICI, May 22, 2023. [Online]. Available: https://www.statista.com/statistics/255606/asset-allocation-mutual-funds-usa/