Mutual funds

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Statista dossier on mutual funds

This dossier has been compiled to provide statistical information on mutual funds worldwide.

Table of contents

  • 1. Global overview
    • Largest asset managers worldwide 2019, by value of assets

    • Distribution of assets regulated open funds globally 2018, by region

    • Number of regulated open-end funds worldwide 2008-2018

    • Number of regulated open-end funds worldwide 2013-2018 by region

    • Mutual fund assets per capita in selected countries worldwide 2016

    • Mutual fund assets in selected countries worldwide 2016

  • 2. Mutual funds in the United States
    • Number of mutual funds in the U.S. 1997-2018

    • Total net assets of US-based mutual funds worldwide 1998-2018

    • Net new cash flow to mutual funds in the U.S. 2000-2018

    • Net new cash flow to mutual funds in the U.S. 2000-2018, by fund type

    • Distribution of investment fund assets in the U.S. 2017, by type

    • Share of market securities held by mutual funds in the U.S. in 2018, by security type

    • Number of opened and closed mutual funds in the U.S. 2005-2018

    • Share of retirement account assets managed by mutual funds in the U.S. 1995-2018

  • 3. Demographics
    • Share of households owning mutual funds in the U.S. 1980-2018

    • Share of households owning mutual funds in the U.S. 2018, by age of household head

    • Share of households owning mutual funds in the U.S. 2017, by household income

    • Share of household financial assets held in investment funds in U.S. 1995-2018

    • 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

  • 4. Costs
    • Expense ratios of mutual fund investors in the U.S. 2000-2018, by fund type

    • Expense ratios of equity mutual funds globally 2000-2018

    • Expense ratios of equity mutual funds globally 2000-2018, by fund management type

    • Expense ratios of bond mutual funds in the U.S. 2000-2018, by fund management type

    • 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

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