Mutual funds

The Statista dossier
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Statista dossier on mutual funds around the world

Table of contents

  • 1. Overview
    • Net assets of regulated open-end funds worldwide 2012-2020

    • Total net assets of mutual funds worldwide 2012-2020, by country

    • Largest asset managers worldwide 2020, by value of assets

    • Market size of worldwide regulated open-end funds in global capital markets 2011-2020

    • Household preference for banks or regulated funds in U.S., Japan, and the EU 2019

    • Share of households owning mutual funds in the U.S. 1980-2020

  • 2. Regional distribution
    • Net assets of regulated open-end funds worldwide 2020, by region

    • Distribution of assets regulated open funds globally 2020, by region

    • Number of regulated open-end funds worldwide 2013-2020, by region

    • Net sales of regulated long-term funds 2010-2020, by region

    • Mutual fund assets in selected countries worldwide 2020

    • Number of mutual funds in the U.S. 1997-2020

    • Net Assets of the European UCITS Q1 2021, by country

  • 3. Fund types
    • Number of regulated open-end funds worldwide 2020-2021, by product type

    • Net assets of regulated open-end funds worldwide 2010-2020, by asset type

    • Share of net assets of regulated open-end funds worldwide 2010-2020, by fund type

    • Net sales of regulated long-term funds 2010-2020, by type of fund

    • Share of market securities held by mutual funds in the U.S. in 2020, by security type

  • 4. Fund performance
    • Leading mutual fund groups globally by assets 2021

    • Best performing global stock funds worldwide 2021

    • Best performing international diversified large-company funds worldwide 2021

    • Best performing regional and single-country mutual funds worldwide 2021

    • Best performing diversified emerging markets funds worldwide 2021

    • Best performing alternative mutual funds worldwide 2021

  • 5. Fund expenses
    • Expense ratios of equity mutual funds globally 2000-2020

    • Expense ratios of equity mutual funds globally 2000-2020, by fund management type

    • Expense ratios of bond mutual funds in the U.S. 2000-2020, by fund management type

    • Expense ratios of mutual fund investors in the U.S. 2000-2020, by fund type

  • 6. Outlook
    • Active vs passive mutual funds in the U.S. 2010 and 2019, with a forecast for 2025

    • Assets under management of U.S. mutual funds in 2010 and 2019, with a 2025 forecast

    • Expense ratio of mutual funds in U.S. in 2010, 2015, and 2019, with a 2025 forecast

    • Share of professional investors increasing their ESG investments worldwide 2020-2021

    • Investment funds' digital approaches to short term operational resilience 2020

    • Investment funds' governance approaches to short term operational resilience 2020

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