Mutual funds - Statistics & Facts

Published by M. Szmigiera, Nov 19, 2018
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 114,131 in 2017. Almost half of the global mutual fund assets were concentrated in the United States. The largest fund management companies worldwide as of December 2017 were Blackrock, Vanguard Asset Management, State Street Global Advisors and Fidelity Investments.

In the United States, there were 9,356 mutual funds in 2017, managing assets worth approximately 18.75 trillion U.S. dollars. Domestic equity funds constituted 43 percent of the fund market in the United States in 2017. The second most popular were bond funds, with 21 percent of the market share. In 2017, 44.5 percent of American households owned mutual funds, and this figure has not changed significantly since 2000. The families entrusted on average 24 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 0.78 percent in 2017, while for the passively managed equity funds the expense ratio amounted to only 0.09 percent.

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Mutual funds

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Mutual Funds in the United States

Demographics

Costs

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