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842. Mutual Funds-Summary

[Number of funds, accounts, and assets as of December 31 (10.7 represents 10,700,000). A mutual fund is an open-end investment company that continuously issues and redeems shares that represent an interest in a pool of financial assets. Excludes data for funds that invest in other mutual funds. Minus sign (-) indicates net redemptions]

 
TYPE OF FUND Unit 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999
 
  Number of funds, total Number 361 392 410 421 431 426 452 477 505 524 564 665 857 1,026 1,241 1,527 1,835 2,312 2,708 2,900 3,081 3,405 3,826 4,538 5,330 5,728 6,254 6,684 7,314 7,791
Equity funds Number 294 322 337 338 313 286 278 281 281 278 277 296 329 386 471 579 698 843 1,011 1,069 1,100 1,192 1,325 1,587 1,887 2,140 2,572 2,951 3,513 3,952
Bond and income funds Number 67 70 73 83 103 104 126 146 163 170 181 190 210 267 (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)
Hybrid funds Number (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 77 87 102 146 162 175 194 213 237 285 365 414 470 501 525 533
Bond funds Number (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 272 404 550 782 930 992 1,046 1,180 1,400 1,746 2,115 2,177 2,224 2,219 2,250 2,261
Money market funds, taxable 2 Number (X) (X) (X) (X) 15 36 48 50 61 76 96 159 281 307 326 346 359 388 431 463 506 553 585 628 646 674 666 682 685 702
Money market funds, tax-exempt 3 Number (X) (X) (X) (X) (X) (X) (X) (X) (X) (X) 10 20 37 66 95 111 126 153 174 201 235 267 279 292 317 323 322 331 341 343
 
  Shareholder accounts, total Millions 10.7 10.9 10.6 10.3 10.0 9.9 9.1 8.7 8.7 9.8 12.1 17.5 21.4 24.6 28.7 34.8 46.0 54.4 54.7 58.1 62.0 68.3 79.8 92.8 114.4 131.2 150.1 170.5 193.9 227.7
Equity, bond, and income funds Millions 10.7 10.9 10.6 10.3 10.0 9.7 8.9 8.5 8.2 7.5 7.3 7.2 8.2 12.1 14.8 19.9 29.8 36.8 36.2 36.9 39.0 44.7 56.1 69.3 89.0 101.0 117.9 134.9 154.9 184.1
  Equity funds Millions (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 6.8 6.1 5.8 5.7 6.2 9.2 8.6 11.5 16.0 20.8 20.1 20.8 22.4 25.6 32.7 42.2 57.9 69.3 85.4 101.8 119.8 149.0
  Bond and income funds Millions (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 1.4 1.4 1.5 1.5 2.0 2.8 (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)
  Hybrid funds Millions (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 1.1 1.5 2.2 2.9 2.7 2.8 3.2 3.6 4.5 6.7 10.3 10.9 12.1 12.9 13.8 14.4
  Bond funds Millions (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 5.1 6.9 11.6 13.1 13.4 13.3 13.4 15.5 18.9 20.4 20.8 20.8 20.4 20.2 21.3 20.7
Money market funds, total Millions (X) (X) (X) (X) 0.1 0.2 0.2 0.2 0.5 2.3 4.8 10.3 13.2 12.6 13.9 14.9 16.4 17.6 18.5 21.3 23.0 23.6 23.7 23.6 25.3 30.2 32.2 35.7 38.8 43.6
Money market funds, taxable 2 Millions (X) (X) (X) (X) (NA) (NA) (NA) (NA) 0.5 2.3 4.8 10.3 13.1 12.3 13.6 14.4 15.7 16.8 17.6 20.2 21.6 21.9 21.7 21.5 23.3 27.9 29.9 33.0 36.4 41.2
Money market funds, tax-exempt 3 Millions (X) (X) (X) (X) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 0.1 0.3 0.3 0.5 0.7 0.8 0.9 1.1 1.4 1.7 1.9 2.0 2.0 2.3 2.3 2.7 2.4 2.4
 
  Assets, total Bil. dol 48 55 60 47 36 46 51 49 56 95 135 241 297 293 371 495 716 769 810 981 1,065 1,393 1,643 2,070 2,155 2,811 3,526 4,468 5,525 6,846
Equity funds Bil. dol 45 52 56 43 31 38 39 34 33 36 44 41 54 77 83 117 161 181 195 249 239 405 514 741 853 1,249 1,726 2,368 2,978 4,042
International funds 4 Bil. dol (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 2 7 7 7 10 14 19 24 73 103 123 180 209 232 349
Global equity funds 5 Bil. dol (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 5 8 10 11 14 14 21 22 41 58 73 105 137 160 236
Income and bond funds Bil. dol 3 3 4 4 3 5 8 11 12 13 14 14 23 37 (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1) (1)
Hybrid funds Bil. dol (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 8 12 19 24 21 32 36 52 78 145 164 211 253 317 365 383
Bond funds Bil. dol (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 46 123 244 248 256 272 291 394 504 619 527 599 645 724 831 808
Global bond funds 6 Bil. dol (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) (NA) 0 1 2 3 3 13 28 31 33 24 25 26 26 25 24
Money market funds, taxable 2 Bil. dol (X) (X) (X) (X) 2 4 4 4 11 45 75 182 207 163 210 208 228 255 272 359 415 453 451 462 501 630 762 898 1,163 1,409
Money market funds, tax-exempt 3 Bil. dol (X) (X) (X) (X) (X) (X) (X) (X) (X) (X) 2 4 13 17 24 36 64 61 66 69 84 90 95 103 110 123 140 161 189 204
 
Equity, hybrid and bond funds:
  Sales Bil. dol 5 5 5 4 3 3 4 6 7 7 10 10 16 40 46 114 215 190 95 125 149 236 363 510 472 476 681 869 1,058 1,274
  Redemptions Bil. dol 3 5 7 6 3 4 7 6 7 8 8 7 8 15 20 34 67 116 92 92 98 117 165 231 329 313 398 541 748 1,021
  Net sales Bil. dol 2 0 -2 -1 0 0 -2 0 -1 -1 2 2 8 26 26 80 148 74 3 34 51 120 198 279 143 163 284 328 310 252
 
Money market funds, taxable 2:
  Sales Bil. dol (X) (X) (X) (X) (X) 7 9 11 30 112 232 452 582 463 572 730 792 869 903 1,135 1,219 1,570 2,100 2,336 2,234 2,729 3,524 4,395 5,534 7,083
  Redemptions Bil. dol (X) (X) (X) (X) (X) 6 10 11 24 78 204 347 560 509 531 732 776 866 899 1,055 1,183 1,537 2,101 2,337 2,229 2,617 3,415 4,265 5,289 6,866
  Net sales Bil. dol (X) (X) (X) (X) (X) 1 0 0 6 33 28 105 22 -46 41 -2 16 3 4 80 36 33 -2 -1 5 112 108 129 244 217
 
Money market funds, tax-exempt 3:
  Sales Bil. dol (X) (X) (X) (X) (X) (X) (X) (X) (X) (X) 5 11 29 45 62 109 197 192 178 185 197 231 286 342 369 396 467 536 639 687
  Redemptions Bil. dol (X) (X) (X) (X) (X) (X) (X) (X) (X) (X) 4 8 21 42 56 99 172 197 175 181 190 227 282 337 370 385 453 518 612 675
  Net sales Bil. dol (X) (X) (X) (X) (X) (X) (X) (X) (X) (X) 2 2 8 2 6 11 25 -5 3 4 7 4 5 5 -1 11 13 18 27 12


NA Not available. X Not applicable.
1 Category was discontinued.
2 Funds invest in short-term, high-grade securities sold in the money market.
3 Funds invest in municipal securities with relatively short maturities.
4 International funds seek growth in the value of their investments by investing in equity securities of companies located outside the United States. Two-thirds of their portfolios must be so invested at all times.
5 Global equity funds seek growth in the value of their investments by investing in securities traded worldwide, including the United States.
6 Global bond funds seek a high level of current income by investing in the debt securities of companies and countries worldwide, including the United States.

Source: Investment Company Institute, Washington, DC, Mutual Fund Fact Book, annual (copyright.)

http://www.ici.org/



https://allcountries.org/uscensus/842_mutual_funds_summary.html

These tables are based on figures supplied by the United States Census Bureau, U.S. Department of Commerce and are subject to revision by the Census Bureau.

Copyright © 2006 Photius Coutsoukis and Information Technology Associates, all rights reserved.