United States Mutual Fund Market Introduction and Overview
According to SPER Market Research, the United States Mutual Fund Market is estimated to reach USD 50.28 trillion by 2033 with a CAGR of 4.45%.
The report includes an in-depth analysis of the United States Mutual Fund Market, including market size and trends, product mix, applications, and supplier analysis. Mutual funds are group investment plans that qualified financial experts monitor. They give investors the chance to participate in a range of carefully selected assets for the fund and are listed on stock markets. A qualified fund manager oversees the collection of investments, and the prospectus details the fund's assets and goals. Mutual funds in the United States encompass a broad spectrum of asset classes, including equities and bonds, in addition to market capitalization, sectors, industries, and styles. The funds can be managed to generate both short- and long-term returns either actively or passively.
- November 2022; EnCap Investments L.P. (EnCap) said that Jupiter Power LLC (Jupiter) will be purchased by BlackRock Alternatives (BlackRock) via a fund that is overseen by its Diversified Infrastructure division. Leading American developer and operator of utility-scale, standalone battery energy storage systems is Jupiter.
- September 2022; New Zealand-based SolarZero, a major participant in the solar and smart battery industries, was purchased by BlackRock Real Assets.
Market Opportunities and Challenges
Opportunities- Market share growth is significantly influenced by market liquidity. Due to their great liquidity, mutual funds are a well-liked option for investments. Significant digital adoption in the investment fund industry, which includes mutual funds, has made it easier for institutional and retail investors in small towns and smart cities to enter the market. Schemes like Systematic Investment Plans (SIPs), Debt- and Equity-oriented funds, and specialist funds like ETFs, Sector Funds, Index Funds, Bond Funds, Commodity Funds, and more are offered by mutual funds. Assets under management offered by Fund Houses include equities, fixed income, and alternative investments such as hedge funds. One important advantage is liquidity, which provides flexibility in times of market turbulence and simple fund switching.
Challenges- Transaction risks are one of the main obstacles to market expansion. Investment vehicles that are popular with corporates, institutional investors, retail investors, and other financial institutions are mutual funds. Thanks to digital platforms like SIP accounts, CDSL and NSDL Demat accounts, and other digital channels, mutual funds have become more accessible in Smart Cities and small villages in the age of digitalization. A variety of fund kinds are included in the investment fund business, such as equity funds, bond funds, money market funds, index funds, commodity funds, sector funds, and more. ETFs and hedge funds are also a part of this environment. Mutual funds are subject to transaction risks, which are an issue for businesses that trade in different currencies.
Market Competitive Landscape
The United States Mutual Fund Market is a highly competitive arena due to the presence of multiple global and regional companies in the competitive environment. Leading companies in the industry are Allianz, Amundi, BlackRock, BNY Mellon Investment Management, Fidelity Investments, J.P. Morgan Asset Management, PIMCO, State Street Global Advisors.
Scope of the Report:
| Report Metric | Details |
| Market size available for years | 2020-2033 |
| Base year considered | 2023 |
| Forecast period | 2024-2033 |
| Segments covered | By Fund Type, By Investor Type
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| Regions covered | Northeast, South, Midwest, West
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| Companies Covered | Allianz, Amundi, BlackRock, BNY Mellon Investment Management, Fidelity Investments, J.P. Morgan Asset Management, PIMCO, State Street Global Advisors, The Vanguard Group.
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COVID-19 Impact on United States Mutual Fund Market
The economic harm caused by COVID-19 is greater than that of natural calamities. It has affected nearly every aspect of the economy, including accumulation, consumption, and production. There is a significant impact on the commodity (gold and oil) and equities markets as well as their subsets in the bond and equity markets. The US mutual fund industry has had moderate organic growth despite positive surprises in the broader market. The longer-term picture is also being strained by declining fees, shrinking profit margins, and shifting investor inclinations.
Key Target Audience:
- Individual Investors
- Institutional Investors
- Financial Advisors
- High Net-Worth Individuals (HNWIs)
- Retirees and Pre-Retirees
- Young Professionals and Millennials
- Employers
Our in-depth analysis of the United States Mutual Fund Market includes the following segments:
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By Fund Type:
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Equity
Bond
Hybrid
Money Market
Others
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By Investor Type:
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Households
Institutions
Others
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Key Topics Covered in the Report:
- United States Mutual Fund Market Size (FY’2024-FY’2033)
- Overview of United States Mutual Fund Market
- Segmentation of United States Mutual Fund Market By Fund Type (Equity, Bond, Hybrid, Money Market and Others)
- Segmentation of United States Mutual Fund Market By Investor Type (Households, Institutions and Others)
- Statistical Snap of United States Mutual Fund Market
- Expansion Analysis of United States Mutual Fund Market
- Problems and Obstacles in United States Mutual Fund Market
- Competitive Landscape in the United States Mutual Fund Market
- Impact of COVID-19 and Demonetization on United States Mutual Fund Market
- Details on Current Investment in United States Mutual Fund Market
- Competitive Analysis of United States Mutual Fund Market
- Prominent Players in the United States Mutual Fund Market
- SWOT Analysis of United States Mutual Fund Market
- United States Mutual Fund Market Future Outlook and Projections (FY’2024-FY’2033)
- Recommendations from Analyst
1. Introduction
1.1. Scope of the report
1.2. Market segment analysis
2. Research Methodology
2.1. Research data source
2.1.1. Secondary Data
2.1.2. Primary Data
2.1.3. SPER’s internal database
2.1.4. Premium insight from KOL’s
2.2. Market size estimation
2.2.1. Top-down and Bottom-up approach
2.3. Data triangulation
3. Executive Summary
4. Market Dynamics
4.1. Driver, Restraint, Opportunity and Challenges analysis
4.1.1. Drivers
4.1.2. Restraints
4.1.3. Opportunities
4.1.4. Challenges
4.2. COVID-19 Impacts of the United States Mutual Fund Market
5. Market variable and outlook
5.1. SWOT Analysis
5.1.1. Strengths
5.1.2. Weaknesses
5.1.3. Opportunities
5.1.4. Threats
5.2. PESTEL Analysis
5.2.1. Political Landscape
5.2.2. Economic Landscape
5.2.3. Social Landscape
5.2.4. Technological Landscape
5.2.5. Environmental Landscape
5.2.6. Legal Landscape
5.3. PORTER’s Five Forces
5.3.1. Bargaining power of suppliers
5.3.2. Bargaining power of buyers
5.3.3. Threat of Substitute
5.3.4. Threat of new entrant
5.3.5. Competitive rivalry
5.4. Heat Map Analysis
6. Competitive Landscape
6.1. United States Mutual Fund Market Manufacturing Base Distribution, Sales Area, Product Type
6.2. Mergers & Acquisitions, Partnerships, Product Launch, and Collaboration in United States Mutual Fund Market
7. United States Mutual Fund Market, By Fund Type (USD Million) 2020-2033
7.1. United States Mutual Fund Market Size, Share and Forecast, By Fund Type, 2020-2026
7.2. United States Mutual Fund Market Size, Share and Forecast, By Fund Type, 2027-2033
7.3. Equity
7.4. Bond
7.5. Hybrid
7.6. Money Market
7.7. Others
8. United States Mutual Fund Market, By Investor Type (USD Million) 2020-2033
8.1. United States Mutual Fund Market Size, Share and Forecast, By Investor Type, 2020-2026
8.2. United States Mutual Fund Market Size, Share and Forecast, By Investor Type, 2027-2033
8.3. Households
8.4. Institutions
8.5. Others
9. United States Mutual Fund Market Forecast, 2020-2033 (USD Million)
9.1. United States Mutual Fund Market Size and Market Share
10. United States Mutual Fund Market, By Region, 2020-2033 (USD Million)
10.1. United States Mutual Fund Market Size and Market Share By Region (2020-2026)
10.2. United States Mutual Fund Market Size and Market Share By Region (2027-2033)
10.3. Northeast
10.4. South
10.5. Midwest
10.6. West
11. Company Profile
11.1. Allianz
11.1.1. Company details
11.1.2. Financial outlook
11.1.3. Product summary
11.1.4. Recent developments
11.2. Amundi
11.2.1. Company details
11.2.2. Financial outlook
11.2.3. Product summary
11.2.4. Recent developments
11.3. BNY Mellon Investment Management
11.3.1. Company details
11.3.2. Financial outlook
11.3.3. Product summary
11.3.4. Recent developments
11.4. BlackRock
11.4.1. Company details
11.4.2. Financial outlook
11.4.3. Product summary
11.4.4. Recent developments
11.5. Fidelity Investments
11.5.1. Company details
11.5.2. Financial outlook
11.5.3. Product summary
11.5.4. Recent developments
11.6. J.P. Morgan Asset Management
11.6.1. Company details
11.6.2. Financial outlook
11.6.3. Product summary
11.6.4. Recent developments
11.7. PIMCO
11.7.1. Company details
11.7.2. Financial outlook
11.7.3. Product summary
11.7.4. Recent developments
11.8. State Street Global Advisors
11.8.1. Company details
11.8.2. Financial outlook
11.8.3. Product summary
11.8.4. Recent developments
11.9. The Vanguard Group
11.9.1. Company details
11.9.2. Financial outlook
11.9.3. Product summary
11.9.4. Recent developments
11.10. Others
12. Conclusion
13. List of Abbreviations
14. Reference Links