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A Review of Trends and Activities in the U.S. Investment Company Industry
56th edition

WWW.ICIFACTBOOK.ORG
Facts at a Glance

Total worldwide assets invested in regulated open-end funds* trillion

U S investment company total net assets trillion
Mutual funds trillion
Exchange-traded funds trillion
Closed-end funds billion
Unit investment trusts billion

U S investment companies’ share of
U S corporate equity
U S municipal securities
Commercial paper
U S government securities

U S household ownership of funds million
Number of households owning funds† million
Number of individuals owning funds†
Percentage of households owning funds†
Median mutual fund assets of mutual fund–owning households
Median number of mutual funds owned

U S retirement market trillion
Total retirement market assets trillion
Percentage of households with tax-advantaged retirement savings
IRA and DC plan assets invested in mutual funds

U S investment company industry employment employees

* Regulated open-end funds include mutual funds exchange-traded funds (ETFs) and institutional funds
† This category represents registered investment companies
A Review of Trends and Activities in the U.S. Investment Company Industry
56th edition

WWW.ICIFACTBOOK.ORG
The Investment Company Institute (ICI) is the national association of U S investment companies ICI seeks to encourage
adherence to high ethical standards promote public understanding and otherwise advance the interests of funds their
shareholders directors and advisers

Although information or data provided by independent sources is believed to be reliable ICI is not responsible for its accuracy
completeness or timeliness Opinions expressed by independent sources are not necessarily those of the Institute If you have
questions or comments about this material please contact the source directly

Fifty-sixth edition

ISBN - --

Copyright © by the Investment Company Institute All rights reserved
CONTENTS

Letter from the Chief Economist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
ICI Research Staff and Publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x

PART ANALYSIS AND STATISTICS
List of Figures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter U S -Registered Investment Companies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Recent Mutual Fund Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Exchange-Traded Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Closed-End Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Mutual Fund Expenses and Fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Characteristics of Mutual Fund Owners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Chapter Retirement and Education Savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

PART DATA TABLES
List of Data Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section Mutual Fund Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section Closed-End Funds Exchange-Traded Funds and Unit Investment Trusts . . . . . . . . .


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