United States Mutual Fund Market Growth, Size, Trends, Share, Competition and Future Outlook: SPER Market Research

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Published: Sep 2024	Report ID: BFSI2427	Pages: 1 - 106	Formats^*:
Category : BFSI

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.

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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
Regions covered	Northeast, South, Midwest, West
Companies Covered	Allianz, Amundi, BlackRock, BNY Mellon Investment Management, Fidelity Investments, J.P. Morgan Asset Management, PIMCO, State Street Global Advisors, The Vanguard Group.

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:

By Fund Type:	Equity Bond Hybrid Money Market Others
By Investor Type:	Households Institutions Others

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

SPER Market Research’s methodology uses great emphasis on primary research to ensure that the market intelligence insights are up to date, reliable and accurate. Primary interviews are done with players involved in each phase of a supply chain to analyze the market forecasting. The secondary research method is used to help you fully understand how the future markets and the spending patterns look likes.

The report is based on in-depth qualitative and quantitative analysis of the Product Market. The quantitative analysis involves the application of various projection and sampling techniques. The qualitative analysis involves primary interviews, surveys, and vendor briefings. The data gathered as a result of these processes are validated through experts opinion. Our research methodology entails an ideal mixture of primary and secondary initiatives.

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SPER-Methodology-2

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Frequently Asked Questions About This Report

What is the conclusion of the United States Mutual Fund Market?

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.

How big is the United States Mutual Fund Market?

United States Mutual Fund Market is projected to reach USD 50.28 trillion by 2033, growing at a CAGR of 4.45% during the forecast period.

What is the growth rate of the United States Mutual Fund Market?

United States Mutual Fund Market grew in Market size from 2024. The Market is expected to reach USD 50.28 trillion by 2033, at a CAGR of 4.45% during the forecast period.

What is the anticipated CAGR of the United States Mutual Fund Market?

United States Mutual Fund Market CAGR of 4.45% during the forecast period.

How can I get a sample report on the United States Mutual Fund Market?

You can get the sample pages by clicking the link - Click Here

What is the Market size of the United States Mutual Fund Market?

United States Mutual Fund Market size is USD 50.28 trillion from 2024 to 2033.

Which segment is expected to United States Mutual Fund Market?

United States Mutual Fund Market is covered By Fund Type, By Investor Type.

Which region is expected to have the highest Market share in the United States Mutual Fund Market?

The North America is anticipated to have the highest Market share in the United States Mutual Fund Market.

Who are the key players in United States Mutual Fund Market?

The key players in the Market include Companies Covered Allianz, Amundi, BlackRock, BNY Mellon Investment Management, Fidelity Investments, J.P. Morgan Asset Management, PIMCO, State Street Global Advisors, The Vanguard Group.