Share of household financial assets held in investment funds in U.S. 1995-2018

The statistic presents the share of household financial assets held in investment funds in the United States from 1995 to 2018. In 2018, 21 percent of the household financial assets were held in investment companies such as open-end mutual funds, closed-end mutual funds, ETFs or unit investment trusts.

Share of household financial assets held in investment funds in the United States from 1995 to 2018

Share of assets
'1821%
'1724%
'1622%
'1522%
'1424%
'13 22%
'12 21%
'11 20%
'10 21%
'09 21%
'08 18%
'07 21%
'06 19%
'05 18%
'04 18%
'03 18%
'02 18%
'01 19%
'00 19%
'99 18%
'98 17%
'97 16%
'96 14%
'95 12%
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Sources

Release date

April 2019

Region

United States

Survey time period

1995 to 2018

Supplementary notes

Investment companies are open-end mutual funds, closed-end funds, exchange-traded funds and unit investment trusts, registered in the United States. Mutual funds held in employer-sponsored DC plans, IRAs, and variable annuities are included.

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Statistics on "Mutual funds"

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