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Published by Statista Research Department, Jun 18, 2024
While passively-managed index funds only constituted 19 percent of the total assets managed by investment companies in the the United States in 2010, this share had increased to 48 percent by 2023. Active mutual funds are funds of pooled money managed by a fund manager, who actively researches new investment opportunities and amends the fund's portfolio accordingly. This contrasts to passive funds, where the fund's portfolio is (usually) determined by an external stock market index such as the Dow Jones Industrial Average or the FTSE 100.
Distribution of active and passive investment funds in the United States in 2010 and 2023, by type
| Characteristic | 2010 | 2015 | 2020 | 2023 |
|---|---|---|---|---|
| - | - | - | - | - |
| - | - | - | - | - |
| - | - | - | - | - |
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Source
Release date
June 2024
More information
Region
United States
Survey time period
2010 and 2023
Citation formats
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Statistics on " Mutual fund and ETF providers in the United States "
The most important statistics
- Number of investment funds in the U.S. 2000-2023, by type
- Total net assets of US-based mutual funds worldwide 1998-2023
- Total net assets of ETFs in the U.S. 2002-2023
- Leading fund managers worldwide 2024, by AUM
- Leading providers of ETFs in the U.S. 2024, by assets
- Largest mutual funds worldwide in June 2024, by net assets
- Largest ETFs in the U.S. in June 2024, by assets under management
- Top ETF inflows listed in the U.S. 2024, by weekly flows
The most important statistics
The most important statistics
- Expense ratios of mutual fund investors in the U.S. 2000-2023, by fund type
- Distribution of investment fund assets in the U.S. 2023, by asset class
- Assets under management of BlackRock 2014-2023, by asset class
- Discretionary assets under management of Fidelity by asset class 2024
- Assets under management of State Street by asset class 2019-2023
- Distribution of Charles Schwab's AUM by asset class 2016-2023
- Net industry funds flow for investment funds in the U.S.2021, by asset class
The most important statistics
- Active vs passive investment funds in the U.S. 2010 and 2023, by type
- Assets under management of BlackRock 2023, by investment style and client type
- Assets under management share of State Street by investment approach 2023
- Distribution of Charles Schwab's AUM by business 2016-2023
- Number of investment funds in the U.S. 2000-2023, by type
The most important statistics
- Largest BlackRock equity ETFs worldwide in June 2024, by net AUM
- Largest Vanguard investment funds worldwide in June 2024, by net assets
- Largest Fidelity investment funds worldwide in June 2024, by net assets
- Largest State Street investment funds worldwide 2024, by net AUM
- Largest Charles Schwab investment funds worldwide in June 2024, by net assets
The most important statistics
- BlackRock's, leading global investment funds June 2024, by NAV average return
- Top performing investment funds owned by Vanguard worldwide 2024, by one-year return
- Fastest growing Fidelity funds worldwide in October 2024, by one year return
- Fastest growing State Street funds worldwide in June 2024, by one year return
- Fastest growing Charles Schwab funds worldwide in June 2024, by one year return
The most important statistics
- Net new cash flow to mutual funds in the U.S. 2000-2023
- Net issuance of ETF shares in the U.S. 2006-2023
- Household preference for banks or regulated funds in U.S., Japan, and the EU 2023
- Share of households owning mutual funds in the U.S. 1980-2023
- Share of households owning mutual funds in the U.S. 2023, by age of household head
Other statistics that may interest you Mutual fund and ETF providers in the United States
Overview
8
- Premium Statistic Number of investment funds in the U.S. 2000-2023, by type
- Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2023
- Basic Statistic Total net assets of ETFs in the U.S. 2002-2023
- Premium Statistic Leading fund managers worldwide 2024, by AUM
- Premium Statistic Leading providers of ETFs in the U.S. 2024, by assets
- Premium Statistic Largest mutual funds worldwide in June 2024, by net assets
- Premium Statistic Largest ETFs in the U.S. in June 2024, by assets under management
- Premium Statistic Top ETF inflows listed in the U.S. 2024, by weekly flows
Assets of leading providers
5
- Premium Statistic Total assets under management of BlackRock 2008-2024
- Basic Statistic Assets under management of Vanguard 1975-2024
- Premium Statistic Assets under management of Fidelity by type 2024
- Basic Statistic Total assets under management of State Street, 2010-2024
- Premium Statistic Total client assets managed Charles Schwab 2013-2023
Asset class distribution
7
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2023, by fund type
- Basic Statistic Distribution of investment fund assets in the U.S. 2023, by asset class
- Premium Statistic Assets under management of BlackRock 2014-2023, by asset class
- Basic Statistic Discretionary assets under management of Fidelity by asset class 2024
- Premium Statistic Assets under management of State Street by asset class 2019-2023
- Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2023
- Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class
Product distribution
5
- Premium Statistic Active vs passive investment funds in the U.S. 2010 and 2023, by type
- Premium Statistic Assets under management of BlackRock 2023, by investment style and client type
- Premium Statistic Assets under management share of State Street by investment approach 2023
- Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2023
- Premium Statistic Number of investment funds in the U.S. 2000-2023, by type
Largest funds
5
- Premium Statistic Largest BlackRock equity ETFs worldwide in June 2024, by net AUM
- Premium Statistic Largest Vanguard investment funds worldwide in June 2024, by net assets
- Premium Statistic Largest Fidelity investment funds worldwide in June 2024, by net assets
- Premium Statistic Largest State Street investment funds worldwide 2024, by net AUM
- Premium Statistic Largest Charles Schwab investment funds worldwide in June 2024, by net assets
Fastest growing funds
5
- Basic Statistic BlackRock's, leading global investment funds June 2024, by NAV average return
- Premium Statistic Top performing investment funds owned by Vanguard worldwide 2024, by one-year return
- Premium Statistic Fastest growing Fidelity funds worldwide in October 2024, by one year return
- Premium Statistic Fastest growing State Street funds worldwide in June 2024, by one year return
- Premium Statistic Fastest growing Charles Schwab funds worldwide in June 2024, by one year return
Consumer behavior
5
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2023
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2023
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2023
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2023
- Premium Statistic Share of households owning mutual funds in the U.S. 2023, by age of household head
Further related statistics
18
- Basic Statistic Share of passively managed assets in assets of mutual funds and ETFs 2005-2014
- Basic Statistic Net issuance of ETF shares in the U.S. 2010-2022, by ETF type
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- Premium Statistic Market share of leading providers of ETFs in Europe 2016
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- Basic Statistic Minimum investment of selected managed ETF porfolios in the U.S. 2014
- Premium Statistic Distribution of open-end funds globally 2011-2020, by trading strategy
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- Premium Statistic Number of closed ETFs in the U.S. 2002-2023
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Further Content: You might find this interesting as well
Statistics
- Share of passively managed assets in assets of mutual funds and ETFs 2005-2014
- Net issuance of ETF shares in the U.S. 2010-2022, by ETF type
- Market share of leading ETF providers worldwide 2018
- Number of new ETFs in the U.S. 2006-2023
- Number of investment companies reporting to ICI in the U.S. 1997-2022
- Leading physically-backed gold ETFs worldwide Q4 2016 by AuM in tonnes
- Market share of leading providers of ETFs in Europe 2016
- Leading physically-backed commodity ETFs worldwide by total AUM December 2022
- Minimum investment of selected managed ETF porfolios in the U.S. 2014
- Distribution of open-end funds globally 2011-2020, by trading strategy
- Leading inverse and leveraged ETPs in the U.S. 2016, by performance
- Number of closed ETFs in the U.S. 2002-2023
- Number of ETFs worldwide 2016, by asset class
- lime manufacturing revenue in the USA 2010-2022
- Most appealing happy hour food specials in the U.S. as of March 2014
- Texas - gross volume of gasoline sales 2010-2011
- North Dakota art and cultural production industry value added to U.S. GDP 2001-2019
- Installed base of smart home devices in Canada 2018-2023
Access all statistics starting from $1,788 USD yearly *
* For commercial use only
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