Open-End Investment Funds in the US - Market Research Report (2014-2029)

Funded well: Growth in financial markets is expected to support a rise in industry revenue

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.

Revenue for the Open-End Investment Funds industry has been increasing over the five years to 2023. Open-end investment funds revenue has been growing at an annualized 4.4% over the past five years, including an estimated 4.4% in the current year, and is expected to total $191.1 billion in 2023. In the same year, profit is set to grow to 32.5%. Industry revenue has been increasing alongside overall asset growth, despite operators being forced to lower fees to meet shifting consumer preferences.

This industry comprises legal entities (funds) that earn fees by pooling and investing money, giving the investors rights to a proportional share of the fund performance. Ownership shares of these funds are sold to the public in initial public offerings, with additional shares offered continuously. Investors redeem the shares at prices that the fund’s net asset value or market value determines. This report focuses on mutual funds and exchange-traded funds.