Mutual funds - Statistics & Facts

Mutual funds are vehicles pooling investors’ money and locating them on financial markets in accordance with the objectives specified in the fund prospectus. The advantages of investing money through mutual funds are, among others, entrusting the savings to professional fund managers, asset diversification, lower costs than in case of direct investments and access to global financial instruments and markets.

The number of open-end funds worldwide reached 110,271 in 2016. Almost half of the global mutual fund assets were concentrated in the United States. The largest fund management companies worldwide as of December 2016 were Blackrock, Vanguard Asset Management, State Street Global Advisors and Fidelity Investments.

In the United States, there were 9,511 mutual funds in 2016, managing assets worth approximately 16.34 trillion U.S. dollars. Domestic equity funds constituted 42 percent of the fund market in the United States in 2016. The second most popular were bond funds, with 22 percent of the market share. In 2016, 43.6 percent of American households owned mutual funds, and this figure has not changed significantly since 2000. The families entrusted on average 22 percent of their financial assets to investment companies.

Costs constitute an important aspect of the mutual fund industry as they influence the value of an investor’s return. The expense ratio of equity mutual funds in the United States varied noticeably depending on the fund management style. In the case of actively managed equity funds it was equal to 0.82 percent in 2016, while for the passively managed equity funds the expense ratio amounted to only 0.09 percent.

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Mutual funds - Important statistics

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