Detailed statistics
Biggest fixed income ETFs traded in the U.S. 2026, by AUM
Detailed statistics
Total financial assets of U.S. households non-profit organizations 2000-2024
Detailed statistics
Net assets of regulated open-end funds worldwide Q2 2024, by country and asset type
Number of investment funds in the U.S. 2000-2025, by type
Number of investment funds in the United States from 2000 to 2025, by type
Total net assets of US-based mutual funds worldwide 1998-2025
Total net assets of US-registered mutual funds worldwide from 1998 to 2025 (in trillion U.S. dollars)
Total net assets of ETFs in the U.S. 2002-2025
Total net asset under management (AUM) of exchange-traded funds (ETFs) in the United States from 2002 to 2025 (in billion U.S. dollars)
Leading fund managers worldwide 2025, by AUM
Leading fund managers worldwide in August 2025, by assets under management (in trillion U.S. dollars)
Leading providers of ETFs in the U.S. 2025, by assets
Largest providers of Exchange Traded Funds (ETFs) in the United States as of August 2025, by assets under management (in billion U.S. dollars)
Largest mutual funds worldwide in August 2025, by net assets
Leading mutual funds globally as of August 15, 2025, by net assets under management (in billion U.S. dollars)
Largest ETFs in the U.S. in August 2025, by assets under management
Leading exchange-traded funds (ETFs) in the United States as of August 2025, by assets under management (in million U.S. dollars)
Top ETF inflows listed in the U.S. 2025, by weekly flows
Top ETF inflows listed in the United States in 2025, by weekly flows (in billion U.S. dollars)
Total assets under management of BlackRock 2008-Q2 2025
Total assets under management (AUM) of BlackRock from 2008 to 2nd quarter of 2025 (in trillion U.S. dollars)
Assets under management of Vanguard 1975-2025
Assets under management (AUM) of Vanguard in selected years from 1975 to April 30, 2025 (in billion U.S. dollars)
Assets under management of Fidelity by type 2026
Assets under management (AUM) of Fidelity from 2nd quarter 2021 to 1st quarter 2026, by type (in trillion U.S. dollars)
Total assets under management of State Street, 2010-2025
Total assets under management (AUM) of State Street Corporation from 4th quarter 2010 to 2nd quarter 2025 (in trillion U.S. dollars)
Total client assets managed Charles Schwab 2013-2024
Total client assets under management (AUM) of Charles Schwab Corporation from 4th quarter 2013 to 4th quarter 2024 (in trillion U.S. dollars)
Expense ratios of mutual fund investors in the U.S. 2000-2024, by fund type
Expenses incurred by mutual fund investors in the United States from 2000 to 2024, by fund type
Distribution of investment fund assets in the U.S. 2025, by asset class
Distribution of investment fund assets under management (AUM) in the United States in 2025, by asset class
Assets under management of BlackRock 2014-2024, by asset class
Assets under management (AUM) of BlackRock from 2014 to 2024, by asset class (in billion U.S. dollars)
Discretionary assets under management of Fidelity by asset class 2024
Discretionary assets under management (AUM) of Fidelity in the first quarter of 2024, by asset class (in billion U.S. dollars)
Assets under management of State Street by asset class 2019-2024
Assets under management (AUM) of State Street Corporation from 2019 to 2024, by asset class (in billion U.S. dollars)
Distribution of Charles Schwab's AUM by asset class 2016-2024
Assets under management (AUM) of Charles Schwab Corporation from 2016 to 2024, by asset class (in billion U.S. dollars)
Morningstar fund categories with the largest flows in the U.S. July 2025, by type
Morningstar fund categories with the largest flows in the United States in July 2025, by fund type (in billion U.S. dollars)
Active vs passive investment funds in the U.S. 2010 and 2025, by type
Distribution of active and passive investment funds in the United States in 2010 and 2025, by type
Assets under management of BlackRock 2024, by investment style and client type
Assets under management (AUM) of BlackRock in 2024, by investment style and client type (in billion U.S. dollars)
Assets under management share of State Street by investment approach 2024
Distribution of assets under management (AUM) of State Street Corporation in 2024, by investment approach (in billion U.S. dollars)
Distribution of Charles Schwab's AUM by business 2016-2024
Share of assets under management (AUM) of Charles Schwab Corporation from 2016 to 2024, by business (in trillion U.S. dollars)
Number of investment funds in the U.S. 2000-2025, by type
Number of investment funds in the United States from 2000 to 2025, by type
Largest BlackRock equity ETFs worldwide in August 2025, by net AUM
BlackRock, leading global equity funds as of August 7, 2025, by net assets under management (AUM) (in billion U.S. dollars)
Largest Vanguard investment funds worldwide in August 2025, by net assets
Leading investment funds owned by Vanguard globally as of August 7, 2025, by net assets under management (in billion U.S. dollars)
Largest Fidelity investment funds worldwide in August 2025, by net assets
Leading investment funds owned by Fidelity Investments globally as of August 12, 2025, by net assets (in billion U.S. dollars)
Largest State Street investment funds worldwide August 2025, by net AUM
Leading investment funds owned by State Street Global Advisors worldwide in August 2025, by net assets under management (in billion U.S. dollars)
Largest Charles Schwab investment funds worldwide in August 2025, by net assets
Leading investment funds owned by Charles Schwab globally as of August 15, 2025, by net assets under management (in billion U.S. dollars)
BlackRock's, leading global investment funds August 2025, by NAV average return
BlackRock's, leading global investment funds as of August 2025, by one year net asset value (NAV) average return
Top performing investment funds owned by Vanguard worldwide 2025, by one-year return
Top performing investment funds owned by Vanguard worldwide in August 2025, by one-year return rate
Fastest-growing Fidelity funds worldwide, August 2025, by one-year return
Investment funds owned by Fidelity Investments globally, which grew the fastest over the year through August 15, 2025, by one-year return
Fastest-growing State Street funds worldwide in August 2025 by one-year return
Investment funds owned by State Street Global Advisors, which grew the fastest over the year through August 19, 2024, by one-year return
Fastest-growing Charles Schwab funds worldwide in August 2025, by one-year return
Investment funds owned by Charles Schwab globally, which grew the fastest over the year through August 19, 2025, by one-year return
Net new cash flow to mutual funds in the U.S. 2000-2024
Net new cash flow to mutual funds in the United States from 2000 to 2024 (in billion U.S. dollars)
Net issuance of ETF shares in the U.S. 2006-2024
Net issuance of Exchange Traded Fund (ETF) shares in the United States from 2006 to 2024 (in billion U.S. dollars)
Household preference for banks or regulated funds in the U.S., Japan, and the EU 2024
Share of household wealth that is held in bank deposits and currency versus regulated funds in 2024, by country
Share of households owning mutual funds in the U.S. 1980-2025
Share of households owning mutual funds in the United States from 1980 to 2025
Share of households owning mutual funds in the U.S. 2025, by age of household head
Share of households owning mutual funds in the United States in 2025, by age of household head
Feel free to contact us anytime. We will respond to your inquiry as quickly as possible.
