2021年美国基金业年鉴正式版.pdf

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2021年美国基金业年鉴正式版.pdf

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2021 Investment Company FACT BOOK A Review of Trends and Activities in the Investment Company Industry 2020 Facts at a Glance Total worldwide assets invested in regulated open-end funds:* $63.1 trillion United States Europe Asia-Pacifc Rest of the world $29.3 trillion $21.8 trillion $8.8 trillion $3.2 trillion US-registered investment company total net assets: $29.7 trillion Mutual Exchange-traded Closed-end Unit investment funds funds funds trusts $23.9 trillion $5.4 trillion $279 billion $78 billion US-registered investment companies’ share of: US Treasury and US corporate US and foreign government agency US municipal Commercial equity corporate bonds securities securities paper 30% 23% 15% 29% 22% US household ownership of US-registered funds Number of Number of Percentage of Median mutual Median households individuals households fund assets of number of owning owning owning mutual fund–owning mutual funds funds funds funds households owned 60.9 million 106.3 million 47.4% $126,700 4 US retirement market Total retirement Percentage of households with DC plan and IRA assets market assets tax-advantaged retirement savings invested i