Who are the key players in US Mutual Funds Market?

BlackRock Asset Management, The Vanguard Group, State Street Global Advisors, Fidelity Investments and J.P. Morgan Asset Management are the major companies operating in the US Mutual Funds Market. Read More

What years does this US Mutual Funds Market cover, and what was the market size in 2023?

In 2023, the US Mutual Funds Market size was estimated at USD 32.90 trillion. The report covers the US Mutual Funds Market historical market size for years: 2020, 2021, 2022 and 2023. The report also forecasts the US Mutual Funds Market size for years: 2024, 2025, 2026, 2027, 2028 and 2029. Read More

US Mutual Funds Industry Market Size

Market Size of US Mutual Funds Industry

Study Period	2020 - 2029
Base Year For Estimation	2023
Market Size (2024)	USD 34.35 Trillion
Market Size (2029)	USD 42.24 Trillion
CAGR (2024 - 2029)	4.22 %
Market Concentration	Medium
Major Players *Disclaimer: Major Players sorted in no particular order

US Mutual Fund Market Analysis

The US Mutual Funds Industry in terms of assets under management value is expected to grow from USD 34.35 trillion in 2024 to USD 42.24 trillion by 2029, at a CAGR of 4.22% during the forecast period (2024-2029).

The United States accounted for a quarter of the global number of mutual funds in 2021. To understand the massive size of the US market, it can be said that it holds almost a quarter of all funds when compared globally. US Mutual Funds cover a wide range of asset classes, such as stocks and bonds, market caps, sectors, industries, and styles. The funds are actively managed to achieve short and long-term returns. US Funds comprise many large companies in various industries like automobile, technology, healthcare, and the internet.

US Mutual Fund Industry Segmentation

The US mutual funds industry is segmented by fund type (equity, bond, hybrid, and money market), investor type (households and institutions), and channel of purchase (discount broker/mutual fund supermarket, distributed contribution retirement plan, direct sales from mutual fund companies, and professional financial adviser). The report offers market size and forecasts for the United States Mutual Funds Industry in value (USD Million) for all the above segments.

By Fund Type
		Equity
		Bond
		Hybrid
		Money Market

By Investor Type
		Households
		Institutions

By Channel of Purchase
		Discount Broker/Mutual Fund Supermarket
		Distributed Contribution Retirement Plan
		Direct Sales from Mutual Fund Companies
		Professional Financial Adviser

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US Mutual Funds Industry Size Summary

The US mutual fund industry stands as a dominant force in the global financial landscape, accounting for a significant portion of the world's mutual funds and assets under management. This industry encompasses a diverse array of asset classes, including stocks and bonds, and spans various sectors such as technology, healthcare, and finance. The funds are designed to cater to both short-term and long-term investment goals, with many large US companies like Apple and Microsoft being key components. Despite the challenges posed by the COVID-19 pandemic, which affected economic activities and financial markets, the industry has shown resilience. The pandemic led to a shift in investment strategies, with increased interest in systematic investment plans (SIPs) and systematic transfer plans (STPs) as investors navigated economic uncertainties.

The competitive landscape of the US mutual fund industry is marked by the presence of major international players, including BlackRock, Vanguard, and Fidelity Investments. These companies hold substantial market shares, contributing to a level of consolidation within the industry. The rise of financial technology (fintech) has further transformed the industry, making personal finance more accessible and simplifying investment processes for consumers. The fintech sector, despite facing challenges due to reduced transaction volumes in certain industries, has seen growth in areas like e-commerce and everyday spending. The industry's outlook remains positive, with opportunities for growth and increased competition anticipated in the coming years.

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US Mutual Funds Industry Market Size - Table of Contents

1. MARKET INSIGHTS
1. 1.1 Market Overview
  1. 1.1.1 Overview of the US Current Economic and Financial Sector
  2. 1.1.2 Overview of the US Financial Market and Investment Funds Industry Scenario
2. 1.2 A Brief on Regulatory Environment
  1. 1.2.1 Impact of the US SEC Regulatory Reforms on the Mutual Funds Industry
  2. 1.2.2 Review and Commentary on the US Financial Investments Assets Market after the Economic Crisis of 2008
3. 1.3 Performance of Mutual Funds in the United States
  1. 1.3.1 Insights into Entry and Exits of Mutual Funds of the United States
  2. 1.3.2 Insights into Various Types of Fees and Expenses of funds in the Mutual Fund Industry
  3. 1.3.3 Insights into Operating Cost and Revenue Generated
4. 1.4 Technological Innovations Shaping the Industry
5. 1.5 Market Drivers
6. 1.6 Market Restraints
7. 1.7 Porter Five Forces
  1. 1.7.1 Threat of New Entrants
  2. 1.7.2 Bargaining Power of Buyers/Consumers
  3. 1.7.3 Bargaining Power of Suppliers
  4. 1.7.4 Threat of Substitute Products
  5. 1.7.5 Intensity of Competitive Rivalry
8. 1.8 Impact of COVID-19 on the Market
2. MARKET SEGMENTATION AND ANALYSIS
1. 2.1 By Fund Type
  1. 2.1.1 Equity
  2. 2.1.2 Bond
  3. 2.1.3 Hybrid
  4. 2.1.4 Money Market
2. 2.2 By Investor Type
  1. 2.2.1 Households
  2. 2.2.2 Institutions
3. 2.3 By Channel of Purchase
  1. 2.3.1 Discount Broker/Mutual Fund Supermarket
  2. 2.3.2 Distributed Contribution Retirement Plan
  3. 2.3.3 Direct Sales from Mutual Fund Companies
  4. 2.3.4 Professional Financial Adviser