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Report
US Mutual Funds Industry - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2020 - 2029
Market Report I 2024-02-17 I 150 Pages I Mordor Intelligence
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).
With a whopping USD 26.96 trillion in total net assets, the US mutual fund industry remained the largest in the world in 2021. The United States accounted for almost more than 40% of the global mutual fund market.
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.
COVID-19 carries unprecedented economic damage over natural disasters. It has impacted almost all of the economy, such as production, consumption, and accumulation. The financial markets and their segments like equity, bond, and commodity markets (oil and gold) are severely affected. Organic growth in the US mutual fund industry has continued to slow, despite upside surprises in the overall market in 2020. The long-term outlook is under stress, too, from downward pressure on fees, reduced profit margins, and changing investor preferences. The mutual fund space has grown over the pandemic, and interestingly in 2021, several smaller companies have gained momentum and outpaced the growth of established significant players.
US Mutual Fund Market Trends
US Mutual Funds Market Scenario
The US mutual funds cover a wide range of asset classes, such as stocks and bonds, as well as market caps, sectors, industries, and styles. The funds can be passively or actively managed to achieve short- and long-term returns. The US funds comprise many large companies in various industries like automobile, technology, healthcare, and the internet. Such funds give a chance to bet on companies like Apple, Amazon, Mastercard, Visa, Alphabet, Microsoft, and Facebook. For many large US firms, more than 40% of their revenues come from outside the United States. In recent times, Many Mutual Funds' investments have been routed through the SIP or STP due to economic slowdown predictions by several AUMs for the next couple of months.
Growing Personal Finance Sector is Driving the Market
The personal finance market segment contains automated investment services that enable private investors to align their investment strategy or portfolio using automated recommendations.
The fintech sector's been hurt by the sharp decline in overall transactions and payments volumes. For example, the travel, tourism, restaurants, and entertainment industries are down by 70% to 90% year-over-year, while cross-border transactions are down 50%. On the other hand, companies report payment volume increase in everyday spending categories, like food and grocery stores. Sharp acceleration and shift to e-commerce have been observed as people buy and order items from home.
The rise of financial technology (fintech) has transformed how service providers engage with their customers. Fintech has simplified the complicated personal finance industry, making it far more accessible for the average consumer.
Companies that use robotic process automation for banking tasks see a return on investment of up to 100% within three to eight months.
The value of an investment in fintech companies worldwide reached more than USD 225.7 billion in 2021. The Americas were the region attracting the most investments in the sector, accounting for nearly 80% of the total.
US Mutual Fund Industry Overview
The US mutual funds industry is highly competitive, with major international players. The US mutual funds industry presents opportunities for growth during the forecast period, which is expected to drive market competition further. With a few players holding a significant share, the US mutual funds industry has an observable level of consolidation. The report profiles companies including BlackRock Asset Management, The Vanguard Group, State Street Global Advisors, Fidelity Investments, and J.P. Morgan Asset Management, among others.
Additional Benefits:
- The market estimate (ME) sheet in Excel format
- 3 months of analyst support
1 INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET INSIGHTS
4.1 Market Overview
4.1.1 Overview of the US Current Economic and Financial Sector
4.1.2 Overview of the US Financial Market and Investment Funds Industry Scenario
4.2 A Brief on Regulatory Environment
4.2.1 Impact of the US SEC Regulatory Reforms on the Mutual Funds Industry
4.2.2 Review and Commentary on the US Financial Investments Assets Market after the Economic Crisis of 2008
4.3 Performance of Mutual Funds in the United States
4.3.1 Insights into Entry and Exits of Mutual Funds of the United States
4.3.2 Insights into Various Types of Fees and Expenses of funds in the Mutual Fund Industry
4.3.3 Insights into Operating Cost and Revenue Generated
4.4 Technological Innovations Shaping the Industry
4.5 Market Drivers
4.6 Market Restraints
4.7 Porter Five Forces
4.7.1 Threat of New Entrants
4.7.2 Bargaining Power of Buyers/Consumers
4.7.3 Bargaining Power of Suppliers
4.7.4 Threat of Substitute Products
4.7.5 Intensity of Competitive Rivalry
4.8 Impact of COVID-19 on the Market
5 MARKET SEGMENTATION AND ANALYSIS
5.1 By Fund Type
5.1.1 Equity
5.1.2 Bond
5.1.3 Hybrid
5.1.4 Money Market
5.2 By Investor Type
5.2.1 Households
5.2.2 Institutions
5.3 By Channel of Purchase
5.3.1 Discount Broker/Mutual Fund Supermarket
5.3.2 Distributed Contribution Retirement Plan
5.3.3 Direct Sales from Mutual Fund Companies
5.3.4 Professional Financial Adviser
6 COMPETITIVE LANDSCAPE
6.1 Market Competition Overview
6.2 Company Profiles
6.2.1 BlackRock
6.2.2 The Vanguard Group
6.2.3 State Street Global Advisors
6.2.4 Fidelity Investments
6.2.5 J.P. Morgan Asset Management
6.2.6 BNY Mellon Investment Management
6.2.7 PIMCO
6.2.8 UBS
6.2.9 Allianz
6.2.10 Amundi*
7 MARKET OPPORTUNITIES AND FUTURE TRENDS
8 DISCLAIMER AND ABOUT US
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