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Expense ratios of mutual fund investors in the U.S. 2000-2017, by fund type
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Expense ratios of mutual fund investors in the U.S. 2000-2017, by fund type
Expenses incurred by mutual fund investors in the United States from 2000 to 2017, by fund type
The statistic presents the expenses incurred by mutual fund investors in the United States from 2000 to 2017, by fund type. The cost of investment in mutual hybrid funds amounted to on average 0.7 percent of the invested capital in the United States in 2017.
Expenses incurred by mutual fund investors in the United States from 2000 to 2017, by fund type
| Equity funds | Hybrid funds | Bond funds | |
|---|---|---|---|
| - | - | - | - |
| - | - | - | - |
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| Equity funds | Hybrid funds | Bond funds | |
|---|---|---|---|
| - | - | - | - |
| - | - | - | - |
| - | - | - | - |
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Description
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More information
The statistic presents the expenses incurred by mutual fund investors in the United States from 2000 to 2017, by fund type. The cost of investment in mutual hybrid funds amounted to on average 0.7 percent of the invested capital in the United States in 2017.
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- Release date
- May 2018
- Region
- United States
- Survey time period
- 2000 to 2017
- Supplementary notes
-
Expense ratios are measured as asset-weighted averages.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.
Source
- Show sources information
- Show publisher information
- Release date
- May 2018
More information
- Region
- United States
- Survey time period
- 2000 to 2017
- Supplementary notes
-
Expense ratios are measured as asset-weighted averages.
Data exclude mutual funds available as investment choices in variable annuities and mutual funds that invest primarily in other mutual funds.
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Statistics on "Mutual funds"
- Global overview
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- 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
- Number of mutual funds in selected countries worldwide from 2011 to 2014
- Number of mutual funds worldwide from 2007 to 2014, by region (in 1,000s)
- Financial assets of investment funds in Germany as of 2017, by asset type (in million euros)
- Financial assets of investment funds in Finland as of 2017, by asset type (in million euros)
- Financial assets of investment funds in Turkey as of 2017, by asset type (in million Turkish liras)*
- Total assets of closed-end funds in the United States from 2005 to 2017 (in billion U.S. dollars)
- Number of closed-end funds in the United States from 2005 to 2017
- Net new cash flow to index mutual funds in the United States from 2000 to 2017 (in billion U.S. dollars)
- Number of mutual funds worldwide from 2007 to 2014
- Total short-term investments of non-MMF investment funds in the Netherlands from 2006 to 2016 (in million euros)
- Total short-term investments of non-MMF investment funds in the Netherlands in 2016, by type of investment (in million euros)
- Total long-term investments of non-MMF investment funds in the Netherlands from 2006 to 2016 (in million euros)
- Total long-term investments of non-MMF investment funds in the Netherlands in 2016, by type of investment (in million euros)
- Net purchases of mutual fund shares by the life insurance companies in the United States from 2000 to 2017 (in billion U.S. dollars)
- Share of population using mutual funds as main saving method in the Asia Pacific region in 2016, by country
- Mutual funds shares as percentage of total household financial assets in Greece from 1996 to 2016
- Number of funds closed in the European tech ecosystem from 2013 to the first half of 2018, by fund size
- Mutual funds shares as percentage of total household financial assets in Estonia from 1996 to 2017
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