The share of household financial assets held in investment funds in the United States increased overall from 1995 to 2023. In 2023, 22.6 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 2023
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.
Figures have been taken from multiple publications.
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ICI. (June 3, 2024). Share of household financial assets held in investment funds in the United States from 1995 to 2023 [Graph]. In Statista. Retrieved December 21, 2024, from https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI. "Share of household financial assets held in investment funds in the United States from 1995 to 2023." Chart. June 3, 2024. Statista. Accessed December 21, 2024. https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI. (2024). Share of household financial assets held in investment funds in the United States from 1995 to 2023. Statista. Statista Inc.. Accessed: December 21, 2024. https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI. "Share of Household Financial Assets Held in Investment Funds in The United States from 1995 to 2023." Statista, Statista Inc., 3 Jun 2024, https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
ICI, Share of household financial assets held in investment funds in the United States from 1995 to 2023 Statista, https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/ (last visited December 21, 2024)
Share of household financial assets held in investment funds in the United States from 1995 to 2023 [Graph], ICI, June 3, 2024. [Online]. Available: https://www.statista.com/statistics/255519/share-of-household-financial-assets-held-by-investment-companies-in-the-united-states/
