U.S. Mutual Fund Industry Report 2021: $ 21.3 Trillion in Total Net Assets – Market Forecast to 2026
DUBLIN, August 04, 2021– (BUSINESS WIRE) – The report âUS Mutual Funds Industry – Growth, Trends, COVID-19 Impact, and Forecasts (2021 – 2026)â has been added to ResearchAndMarkets.com offer.
With total net assets of US $ 21.3 trillion, the US mutual fund industry remained the largest in the world in 2019. The US accounted for nearly 40% of the global mutual fund market. placement which was valued at $ 54.93 trillion in 2019.
The United States accounted for a quarter of the global number of mutual funds in 2020. To understand the massive size of this American market, it can be said that the American market holds almost a quarter of all funds compared to the world.
In 2019, large companies like Blackrock had an approximate value of $ 7 trillion in assets under management, Vanguard was next at $ 5.6 trillion and Charles Schwab at $ 3.7 trillion.
The majority of U.S. mutual fund net assets at the end of 2020 were in long-term mutual funds, with equity funds alone accounting for 55.3% of net assets. American mutual funds. Bond UCITS are the second category with 22% of net assets. Money market funds (14.3%) and hybrid funds (8.4%) held the remainder.
In 2018, there were a total of 8,094 registered mutual funds compared to 7,945 in April 2019. 46.2% of households own MF investments across the country.
Key market trends
US Mutual Fund Market Scenario
U.S. mutual funds cover a wide range of asset classes, such as stocks and bonds, as well as market caps, sectors, industries, and styles. Funds can be passively or actively managed to achieve short and long term returns. US funds include many large companies in various industries such as automotive, technology, healthcare, and the internet. These funds allow you to bet on companies like Apple, Amazon, Mastercard, Visa, Alphabet, Microsoft and Facebook.
US stocks – using the S&P 500 index against the MSCI All Country Index (excluding US) as a benchmark – they have significantly outperformed stocks in the rest of the world over the past decade. US stocks rose 186%, compared to 50% for the rest of the world. In 2019 alone, as of December 27, US stocks rose 29% versus 19% for the rest of the world. These numbers show why the United States is the epitome of the global mutual fund segment.
For many large American companies, more than 40% of their income comes from outside the United States. In recent times, many mutual fund investments have been routed through SIP or STP due to the forecast of several AUM economic downturns for the next two months.
The US mutual fund market is very competitive, with the presence of major international players. The US mutual fund market presents growth opportunities during the forecast period which should further stimulate competition in the market. With a few players holding a significant share, the US mutual fund market has an observable level of consolidation.
Main topics covered:
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET OVERVIEW
4.1 Market overview
4.1.1 Overview of the Current United States Economic and Financial Sector
4.1.2 Overview of scenario of United States financial markets and investment funds industry
4.2 A thesis on the regulatory environment
4.2.1 Impact of US SEC Regulatory Reforms on the Mutual Fund Industry
4.2.2 Review and Commentary on the US Financial Assets Market After the 2008 Economic Crisis
4.3 Performance of mutual funds in the United States
4.3.1 Insights on the entry and exit of US mutual funds
4.3.2 Insights on Various Types of Fund Fees and Expenses in the Mutual Fund Industry
4.3.3 Overview of operating costs and revenues generated
4.4 Technological innovations shaping the industry
4.5 Market drivers
4.6 Market restrictions
4.7 Porters 5 force analysis
4.8 Impact of COVID-19 on the market
5 MARKET SEGMENTATION AND ANALYSIS
5.1 By type of fund
5.1.4 Money market
5.2 By type of investor
5.3 By purchasing channel
5.3.1 Discount Broker / Mutual Fund Supermarket
5.3.2 Distributed contribution pension plan
5.3.3 Direct sales of mutual fund companies
5.3.4 Professional financial advisor
6 COMPETITIVE LANDSCAPE
6.1 Market Competition Overview
6.2 Company profiles
6.2.2 The avant-garde group
6.2.3 State Street Global Advisors
6.2.4 Fidelity Investments
6.2.5 JP Morgan Asset Management
6.2.6 BNY Mellon’s investment management
7 MARKET OPPORTUNITIES AND FUTURE TRENDS
For more information on this report, visit https://www.researchandmarkets.com/r/rrc8sa
See the source version on businesswire.com: https://www.businesswire.com/news/home/20210804005683/en/
Laura Wood, Senior Press Director
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