DUBLIN--(BUSINESS WIRE)--The "US Mutual Funds Industry - Growth, Trends, COVID-19 Impact, and Forecasts (2021 - 2026)" report has been added to ResearchAndMarkets.com's offering.
With a whopping USD 21.3 trillion in total Net assets, The United States mutual fund industry remained the largest in the world in 2019. US accounted for almost 40% of the global mutual fund market that was valued at USD 54.93 Trillion in 2019.
United States accounted for a quarter of the global number of Mutual funds in the year 2020. To understand the massive size of this US market, it can be said that the United States' market holds almost a quarter of all funds when compared globally.
As of 2019 major firms like Blackrock had an approximate value of USD 7 trillion worth of Assets under management, Vanguard stood next at USD 5.6 trillion and Charles Schwab at USD 3.7 trillion.
The majority of US mutual fund net assets at year-end 2020 were in long-term mutual funds, with equity funds alone making up 55.3 % of US mutual fund net assets. Bond mutual funds were the second-largest category, with 22 % of net assets. Money market funds (14.3 percent) and hybrid funds (8.4 percent) held the remainder.
As of 2018, there were a total of 8094 registered Mutual Funds while 7945 in April 2019. 46.2% of households owns the MF investments across the country.
Key Market Trends
US Mutual Funds Market Scenario
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. 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.
U.S. shares - using the S&P 500 vs. the MSCI All Countries Index (excl. the U.S.) as a benchmark - it far outperformed shares in the rest of the world over the last decade. U.S. shares grew 186%, compared with 50% for the rest of the world. In 2019 alone, as of December 27, U.S. shares rose 29% vs. 19% for the rest of the world. These numbers show why the US is at the epitome of the Mutual fund segment globally.
For many large US firms, more than 40% of their revenues come from outside the US. In recent times, Many Mutual Funds' investments routed through the SIP or STP due to economic slowdown predictions by several AUMs for the next couple of months.
Competitive Landscape
The US Mutual Funds Market is highly competitive, with the presence of major international players. The US Mutual FundsMarket presents opportunities for growth during the forecast period, which is expected to further drive market competition. With a few players holding a significant share, the US Mutual Funds Market has an observable level of consolidation.
Key Topics Covered:
1 INTRODUCTION
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET INSIGHTS
4.1 Market Overview
4.1.1 Overview of US Current Economic and Financial Sector
4.1.2 Overview of US Financial Market and Investment Funds Industry Scenario
4.2 A Brief on Regulatory Environment
4.2.1 Impact of US SEC Regulatory Reforms on Mutual Funds Industry
4.2.2 Review and Commentary on US Financial Investments Assets Market after Economic Crisis 2008
4.3 Performance of Mutual Funds in United States
4.3.1 Insights on Entry And Exits of Mutual Funds of United States
4.3.2 Insights on Various Types of Fees and Expenses of funds in Mutual Fund Industry
4.3.3 Insights on Operating Cost and Revenue Generated
4.4 Technological Innovations Shaping The Industry
4.5 Market Drivers
4.6 Market Restraints
4.7 Porters 5 Force Analysis
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 Super-market
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
For more information about this report visit https://www.researchandmarkets.com/r/rrc8sa
