The expenses incurred by mutual fund investors in the United States decreased overall from 2000 to 2021. The cost of investment in mutual hybrid funds amounted to on average 0.57 percent of the invested capital in the United States in 2021.
Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type
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Statistics on Mutual funds
Overview
6
- Premium Statistic Net assets of regulated open-end funds worldwide 2012-2021
- Premium Statistic Total net assets of mutual funds worldwide 2013-2021, by country
- Premium Statistic Largest asset managers worldwide 2022, by value of assets
- Premium Statistic Market size of worldwide regulated open-end funds in global capital markets 2011-2021
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2021
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2021
Regional distribution
7
- Premium Statistic Net assets of regulated open-end funds worldwide 2021, by region
- Basic Statistic Distribution of assets regulated open funds globally 2021, by region
- Premium Statistic Number of regulated open-end funds worldwide 2013-2021, by region
- Premium Statistic Net sales of regulated long-term funds 2010-2021, by region
- Premium Statistic Mutual fund assets in selected countries worldwide 2021
- Basic Statistic Number of mutual funds in the U.S. 1997-2021
- Premium Statistic Net Assets of the European UCITS Q4 2021, by country
Fund types
5
- Premium Statistic Number of regulated open-end funds worldwide 2020-2021, by product type
- Premium Statistic Net assets of regulated open-end funds worldwide 2010-2021, by asset type
- Premium Statistic Share of net assets of regulated open-end funds worldwide 2010-2021, by fund type
- Premium Statistic Net sales of regulated long-term funds 2010-2020, by type of fund
- Basic Statistic Share of market securities held by mutual funds in the U.S. in 2021, by security type
Fund performance
6
- Premium Statistic Leading mutual fund groups globally by assets 2022
- Premium Statistic Best performing global stock funds worldwide 2022
- Premium Statistic Best performing international diversified large-company funds worldwide 2022
- Premium Statistic Best performing regional and single-country mutual funds worldwide 2022
- Premium Statistic Best performing diversified emerging markets funds worldwide 2022
- Premium Statistic Best performing alternative mutual funds worldwide 2022
Fund expenses
4
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2021
- Premium Statistic Expense ratios of equity mutual funds globally 2000-2021, by fund management type
- Premium Statistic Expense ratios of bond mutual funds in the U.S. 2000-2021, by fund management type
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2021, by fund type
Further related statistics
15
- Maximum 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 U.S. 1990-2016
- Number of mutual funds worldwide 2007-2014, by region
- Number of mutual funds worldwide 2011-2014, by country
- Investment funds financial assets value in Germany in 2020, by asset type
- Investment funds financial assets value in Finland in 2020, by asset type
- Household mutual funds shares as part of total financial assets in the UK 2000-2015
- Investment funds financial assets value in Turkey in 2020, by asset type
- Management fees of mutual funds globally 2017, by class
- Value of private investments in Malaysia 2019 by type
- Distribution of fees of actively managed mutual funds globally 2012-2017
- Direct investments abroad in Malaysia 2018 by sector
- Value of private investments in Malaysia 2019 by sector
- Mutual funds as main saving method in APAC 2016 by region
- Interest in including ESG investments among mutual fund investors in Canada 2021
Further Content: You might find this interesting as well
Statistics
- Maximum 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 U.S. 1990-2016
- Number of mutual funds worldwide 2007-2014, by region
- Number of mutual funds worldwide 2011-2014, by country
- Investment funds financial assets value in Germany in 2020, by asset type
- Investment funds financial assets value in Finland in 2020, by asset type
- Household mutual funds shares as part of total financial assets in the UK 2000-2015
- Investment funds financial assets value in Turkey in 2020, by asset type
- Management fees of mutual funds globally 2017, by class
- Value of private investments in Malaysia 2019 by type
- Distribution of fees of actively managed mutual funds globally 2012-2017
- Direct investments abroad in Malaysia 2018 by sector
- Value of private investments in Malaysia 2019 by sector
- Mutual funds as main saving method in APAC 2016 by region
- Interest in including ESG investments among mutual fund investors in Canada 2021
ICI. (June 8, 2022). Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type [Graph]. In Statista. Retrieved March 30, 2023, from https://www.statista.com/statistics/331680/expenses-incurred-by-mutual-fund-investors-usa-by-fund-type/
ICI. "Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type." Chart. June 8, 2022. Statista. Accessed March 30, 2023. https://www.statista.com/statistics/331680/expenses-incurred-by-mutual-fund-investors-usa-by-fund-type/
ICI. (2022). Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type. Statista. Statista Inc.. Accessed: March 30, 2023. https://www.statista.com/statistics/331680/expenses-incurred-by-mutual-fund-investors-usa-by-fund-type/
ICI. "Expenses Incurred by Mutual Fund Investors in The United States from 2000 to 2021, by Fund Type." Statista, Statista Inc., 8 Jun 2022, https://www.statista.com/statistics/331680/expenses-incurred-by-mutual-fund-investors-usa-by-fund-type/
ICI, Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type Statista, https://www.statista.com/statistics/331680/expenses-incurred-by-mutual-fund-investors-usa-by-fund-type/ (last visited March 30, 2023)
Expenses incurred by mutual fund investors in the United States from 2000 to 2021, by fund type [Graph], ICI, June 8, 2022. [Online]. Available: https://www.statista.com/statistics/331680/expenses-incurred-by-mutual-fund-investors-usa-by-fund-type/