United States Mutual Funds Market Insights, Forecast to 2029
The key companies of Mutual Funds in United States include Vanguard, Fidelity, BlackRock, Capital Group, T. Rowe Price, J.P. Morgan, American Century, Franklin Templeton, and Invesco, etc. In 2022, the top five players in United States had a share approximately xx % in terms of revenue.
Report Includes
This report presents an overview of United States market for Mutual Funds market size. Analyses of the United States market trends, with historic market revenue data for 2018 - 2022, estimates for 2023, and projections of CAGR through 2029.
This report focuses on the Mutual Fundsrevenue, market share and industry ranking of main companies, data from 2018 to 2023. Identification of the major stakeholders in the United States Mutual Funds market, and analysis of their competitive landscape and market positioning based on recent developments and segmental revenues. This report will help stakeholders to understand the competitive landscape and gain more insights and position their businesses and market strategies in a better way.
This report analyzes the segments data by Type and by Application, revenue, and growth rate, from 2018 to 2029. Evaluation and forecast the market size for Mutual Funds revenue, projected growth trends, production technology, application and end-user industry.
Segment by Type:
Money Market Funds
Bond Funds
Stock Funds
Target Date Funds
Segment By Application
Institutional Investors
Retail Investors
Key companies covered in this report:
Vanguard
Fidelity
BlackRock
Capital Group
T. Rowe Price
J.P. Morgan
American Century
Franklin Templeton
Invesco
Charles Schwab
Dimensional Fund Advisors
Northern Trust
TIAA-CREF
PIMCO
MFS Investment
DWS Group
Eaton Vance
Janus Henderson Investors
OppenheimerFunds
Putnam Investments1 Report Overview 1
1.1 Study Scope 1
1.2 Market Analysis by Type 1
1.2.1 United States Mutual Funds Market Size Growth Rate by Type: 2018 VS 2022 VS 2029 1
1.2.2 Money Market Funds 3
1.2.3 Bond Funds 3
1.2.4 Stock Funds 3
1.2.5 Target Date Funds 4
1.3 Market by Application 4
1.3.1 United States Mutual Funds Market Share by Application: 2018 VS 2022 VS 2029 5
1.3.2 Institutional Investors 7
1.3.3 Retail Investors 7
1.4 Assumptions and Limitations 7
1.5 Study Objectives 8
1.6 Years Considered 8
2 United States Growth Trends 10
2.1 United States Mutual Funds Market Perspective (2018-2029) 10
2.2 Mutual Funds Market Dynamics 11
2.2.1 Mutual Funds Industry Trends 11
2.2.2 Mutual Funds Market Drivers 12
2.2.3 Mutual Funds Market Challenges 12
2.2.4 Mutual Funds Market Restraints 13
3 Competition Landscape by Key Players 14
3.1 Global Revenue Mutual Funds by Players 14
3.1.1 United States Mutual Funds Revenue by Players (2018-2023) 14
3.1.2 United States Mutual Funds Revenue Market Share by Players (2018-2023) 16
3.2 United States Mutual Funds Market Share by Company Type (Tier 1, Tier 2, and Tier 3) 19
3.3 United States of Mutual Funds, Ranking by Revenue, 2021 VS 2022 VS 2023 21
3.4 United States Mutual Funds Market Concentration Ratio 22
3.4.1 United States Mutual Funds Market Concentration Ratio (CR5 and HHI) 22
3.4.2 United States Top 10 and Top 5 Companies by Mutual Funds Revenue in 2022 23
3.5 United States of Mutual Funds Head office and Area Served 23
3.6 United States of Mutual Funds, Product and Application 25
3.7 United States of Mutual Funds, Date of Enter into This Industry 27
3.8 Mergers & Acquisitions, Expansion Plans 30
4 Mutual Funds Breakdown Data by Type 31
4.1 United States Mutual Funds Historic Market Size by Type (2018-2023) 31
4.2 United States Mutual Funds Forecasted Market Size by Type (2024-2029) 32
5 Mutual Funds Breakdown Data By Application 34
5.1 United States Mutual Funds Historic Market Size By Application (2018-2023) 34
5.2 United States Mutual Funds Forecasted Market Size By Application (2024-2029) 35
6 Key Players Profiles 37
6.1 Vanguard 37
6.1.1 Vanguard Company Details 37
6.1.2 Vanguard Business Overview 37
6.1.3 Vanguard Mutual Funds Introduction 38
6.1.4 Vanguard in United States: Revenue in Mutual Funds Business (2018-2023) 38
6.1.5 Vanguard Recent Development 38
6.2 Fidelity 39
6.2.1 Fidelity Company Details 39
6.2.2 Fidelity Business Overview 39
6.2.3 Fidelity Mutual Funds Introduction 40
6.2.4 Fidelity in United States: Revenue in Mutual Funds Business (2018-2023) 40
6.2.5 Fidelity Recent Development 40
6.3 BlackRock 41
6.3.1 BlackRock Company Details 41
6.3.2 BlackRock Business Overview 41
6.3.3 BlackRock Mutual Funds Introduction 42
6.3.4 BlackRock in United States: Revenue in Mutual Funds Business (2018-2023) 42
6.3.5 BlackRock Recent Development 42
6.4 Capital Group 43
6.4.1 Capital Group Company Details 43
6.4.2 Capital Group Business Overview 43
6.4.3 Capital Group Mutual Funds Introduction 44
6.4.4 Capital Group in United States: Revenue in Mutual Funds Business (2018-2023) 44
6.4.5 Capital Group Recent Development 44
6.5 T. Rowe Price 45
6.5.1 T. Rowe Price Company Details 45
6.5.2 T. Rowe Price Business Overview 45
6.5.3 T. Rowe Price Mutual Funds Introduction 46
6.5.4 T. Rowe Price in United States: Revenue in Mutual Funds Business (2018-2023) 46
6.5.5 T. Rowe Price Recent Development 46
6.6 J.P. Morgan 47
6.6.1 J.P. Morgan Company Details 47
6.6.2 J.P. Morgan Business Overview 47
6.6.3 J.P. Morgan Mutual Funds Introduction 48
6.6.4 J.P. Morgan in United States: Revenue in Mutual Funds Business (2018-2023) 48
6.6.5 J.P. Morgan Recent Development 48
6.7 American Century 49
6.7.1 American Century Company Details 49
6.7.2 American Century Business Overview 49
6.7.3 American Century Mutual Funds Introduction 50
6.7.4 American Century in United States: Revenue in Mutual Funds Business (2018-2023) 50
6.7.5 American Century Recent Development 50
6.8 Franklin Templeton 51
6.8.1 Franklin Templeton Company Details 51
6.8.2 Franklin Templeton Business Overview 51
6.8.3 Franklin Templeton Mutual Funds Introduction 52
6.8.4 Franklin Templeton in United States: Revenue in Mutual Funds Business (2018-2023) 52
6.8.5 Franklin Templeton Recent Development 52
6.9 Invesco 53
6.9.1 Invesco Company Details 53
6.9.2 Invesco Business Overview 53
6.9.3 Invesco Mutual Funds Introduction 54
6.9.4 Invesco in United States: Revenue in Mutual Funds Business (2018-2023) 54
6.9.5 Invesco Recent Development 54
6.10 Charles Schwab 55
6.10.1 Charles Schwab Company Details 55
6.10.2 Charles Schwab Business Overview 55
6.10.3 Charles Schwab Mutual Funds Introduction 56
6.10.4 Charles Schwab in United States: Revenue in Mutual Funds Business (2018-2023) 56
6.10.5 Charles Schwab Recent Development 56
6.11 Dimensional Fund Advisors 57
6.11.1 Dimensional Fund Advisors Company Details 57
6.11.2 Dimensional Fund Advisors Business Overview 57
6.11.3 Dimensional Fund Advisors Mutual Funds Introduction 58
6.11.4 Dimensional Fund Advisors in United States: Revenue in Mutual Funds Business (2018-2023) 58
6.11.5 Dimensional Fund Advisors Recent Development 58
6.12 Northern Trust 59
6.12.1 Northern Trust Company Details 59
6.12.2 Northern Trust Business Overview 59
6.12.3 Northern Trust Mutual Funds Introduction 60
6.12.4 Northern Trust in United States: Revenue in Mutual Funds Business (2018-2023) 60
6.12.5 Northern Trust Recent Development 60
6.13 TIAA-CREF 61
6.13.1 TIAA-CREF Company Details 61
6.13.2 TIAA-CREF Business Overview 61
6.13.3 TIAA-CREF Mutual Funds Introduction 62
6.13.4 TIAA-CREF in United States: Revenue in Mutual Funds Business (2018-2023) 62
6.13.5 TIAA-CREF Recent Development 62
6.14 PIMCO 63
6.14.1 PIMCO Company Details 63
6.14.2 PIMCO Business Overview 63
6.14.3 PIMCO Mutual Funds Introduction 64
6.14.4 PIMCO in United States: Revenue in Mutual Funds Business (2018-2023) 64
6.14.5 PIMCO Recent Development 64
6.15 MFS Investment 65
6.15.1 MFS Investment Company Details 65
6.15.2 MFS Investment Business Overview 65
6.15.3 MFS Investment Mutual Funds Introduction 66
6.15.4 MFS Investment in United States: Revenue in Mutual Funds Business (2018-2023) 66
6.15.5 MFS Investment Recent Development 66
6.16 DWS Group 67
6.16.1 DWS Group Company Details 67
6.16.2 DWS Group Business Overview 67
6.16.3 DWS Group Mutual Funds Introduction 68
6.16.4 DWS Group in United States: Revenue in Mutual Funds Business (2018-2023) 68
6.16.5 DWS Group Recent Development 68
6.17 Eaton Vance 69
6.17.1 Eaton Vance Company Details 69
6.17.2 Eaton Vance Business Overview 69
6.17.3 Eaton Vance Mutual Funds Introduction 70
6.17.4 Eaton Vance in United States: Revenue in Mutual Funds Business (2018-2023) 70
6.17.5 Eaton Vance Recent Development 70
6.18 Janus Henderson Investors 71
6.18.1 Janus Henderson Investors Company Details 71
6.18.2 Janus Henderson Investors Business Overview 71
6.18.3 Janus Henderson Investors Mutual Funds Introduction 72
6.18.4 Janus Henderson Investors in United States: Revenue in Mutual Funds Business (2018-2023) 72
6.18.5 Janus Henderson Investors Recent Development 72
6.19 OppenheimerFunds 73
6.19.1 OppenheimerFunds Company Details 73
6.19.2 OppenheimerFunds Business Overview 73
6.19.3 OppenheimerFunds Mutual Funds Introduction 74
6.19.4 OppenheimerFunds in United States: Revenue in Mutual Funds Business (2018-2023) 74
6.19.5 OppenheimerFunds Recent Development 74
6.20 Putnam Investments 75
6.20.1 Putnam Investments Company Details 75
6.20.2 Putnam Investments Business Overview 75
6.20.3 Putnam Investments Mutual Funds Introduction 76
6.20.4 Putnam Investments in United States: Revenue in Mutual Funds Business (2018-2023) 76
6.20.5 Putnam Investments Recent Development 76
7 Analyst's Viewpoints/Conclusions 78
8 Appendix 79
8.1 Research Methodology 79
8.1.1 Methodology/Research Approach 79
8.1.2 Data Source 82
8.2 Author Details 85
8.3 Disclaimer 87
Table 1. United States Mutual Funds Market Size Growth Rate by Type (US$ Million): 2018 VS 2022 VS 2029 1
Table 2. Key Players of Money Market Funds 3
Table 3. Key Players of Bond Funds 3
Table 4. Key Players of Stock Funds 4
Table 5. Key Players of Target Date Funds 4
Table 6. United States Mutual Funds Market Size Growth by Application (US$ Million): 2018 VS 2022 VS 2029 5
Table 7. Mutual Funds Market Trends 11
Table 8. Mutual Funds Market Drivers 12
Table 9. Mutual Funds Market Challenges 12
Table 10. Mutual Funds Market Restraints 13
Table 11. United States Mutual Funds Revenue by Players (2018-2023) & (US$ Million) 14
Table 12. United States Mutual Funds Market Share by Players (2018-2023) 16
Table 13. Global Top Mutual Funds Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Mutual Funds as of 2021) 19
Table 14. United States Mutual Funds Industry Ranking 2021 VS 2022 21
Table 15. United States 5 Largest Players Market Share by Mutual Funds Revenue (CR5 and HHI) & (2018-2023) 22
Table 16. United States of Mutual Funds, Headquarters and Area Served 23
Table 17. United States of Mutual Funds, Product and Application 25
Table 18. United States of Mutual Funds, Date of Enter into This Industry 27
Table 19. Mergers & Acquisitions, Expansion Plans 30
Table 20. United States Mutual Funds Market Size by Type (2018-2023) & (US$ Million) 31
Table 21. United States Mutual Funds Revenue Market Share by Type (2018-2023) 31
Table 22. United States Mutual Funds Forecasted Market Size by Type (2024-2029) & (US$ Million) 32
Table 23. United States Mutual Funds Revenue Market Share by Type (2024-2029) 32
Table 24. United States Mutual Funds Market Size By Application (2018-2023) & (US$ Million) 34
Table 25. United States Mutual Funds Revenue Market Share By Application (2018-2023) 34
Table 26. United States Mutual Funds Forecasted Market Size By Application (2024-2029) & (US$ Million) 35
Table 27. United States Mutual Funds Revenue Market Share By Application (2024-2029) 35
Table 28. Vanguard Company Details 37
Table 29. Vanguard Business Overview 37
Table 30. Vanguard Mutual Funds Product 38
Table 31. Vanguard in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 38
Table 32. Vanguard Recent Development 38
Table 33. Fidelity Company Details 39
Table 34. Fidelity Business Overview 39
Table 35. Fidelity Mutual Funds Product 40
Table 36. Fidelity in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 40
Table 37. Fidelity Recent Development 40
Table 38. BlackRock Company Details 41
Table 39. BlackRock Business Overview 41
Table 40. BlackRock Mutual Funds Product 42
Table 41. BlackRock in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 42
Table 42. BlackRock Recent Development 42
Table 43. Capital Group Company Details 43
Table 44. Capital Group Business Overview 43
Table 45. Capital Group Mutual Funds Product 44
Table 46. Capital Group in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 44
Table 47. Capital Group Recent Development 44
Table 48. T. Rowe Price Company Details 45
Table 49. T. Rowe Price Business Overview 45
Table 50. T. Rowe Price Mutual Funds Product 46
Table 51. T. Rowe Price in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 46
Table 52. T. Rowe Price Recent Development 46
Table 53. J.P. Morgan Company Details 47
Table 54. J.P. Morgan Business Overview 47
Table 55. J.P. Morgan Mutual Funds Product 48
Table 56. J.P. Morgan in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 48
Table 57. J.P. Morgan Recent Development 48
Table 58. American Century Company Details 49
Table 59. American Century Business Overview 49
Table 60. American Century Mutual Funds Product 50
Table 61. American Century in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 50
Table 62. American Century Recent Development 50
Table 63. Franklin Templeton Company Details 51
Table 64. Franklin Templeton Business Overview 51
Table 65. Franklin Templeton Mutual Funds Product 52
Table 66. Franklin Templeton in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 52
Table 67. Franklin Templeton Recent Development 52
Table 68. Invesco Company Details 53
Table 69. Invesco Business Overview 53
Table 70. Invesco Mutual Funds Product 54
Table 71. Invesco in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 54
Table 72. Invesco Recent Development 54
Table 73. Charles Schwab Company Details 55
Table 74. Charles Schwab Business Overview 55
Table 75. Charles Schwab Mutual Funds Product 56
Table 76. Charles Schwab in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 56
Table 77. Charles Schwab Recent Development 56
Table 78. Dimensional Fund Advisors Company Details 57
Table 79. Dimensional Fund Advisors Business Overview 57
Table 80. Dimensional Fund Advisors Mutual Funds Product 58
Table 81. Dimensional Fund Advisors in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 58
Table 82. Dimensional Fund Advisors Recent Development 58
Table 83. Northern Trust Company Details 59
Table 84. Northern Trust Business Overview 59
Table 85. Northern Trust Mutual Funds Product 60
Table 86. Northern Trust in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 60
Table 87. Northern Trust Recent Development 60
Table 88. TIAA-CREF Company Details 61
Table 89. TIAA-CREF Business Overview 61
Table 90. TIAA-CREF Mutual Funds Product 62
Table 91. TIAA-CREF in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 62
Table 92. TIAA-CREF Recent Development 62
Table 93. PIMCO Company Details 63
Table 94. PIMCO Business Overview 63
Table 95. PIMCO Mutual Funds Product 64
Table 96. PIMCO in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 64
Table 97. PIMCO Recent Development 64
Table 98. MFS Investment Company Details 65
Table 99. MFS Investment Business Overview 65
Table 100. MFS Investment Mutual Funds Product 66
Table 101. MFS Investment in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 66
Table 102. MFS Investment Recent Development 66
Table 103. DWS Group Company Details 67
Table 104. DWS Group Business Overview 67
Table 105. DWS Group Mutual Funds Product 68
Table 106. DWS Group in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 68
Table 107. DWS Group Recent Development 68
Table 108. Eaton Vance Company Details 69
Table 109. Eaton Vance Business Overview 69
Table 110. Eaton Vance Mutual Funds Product 70
Table 111. Eaton Vance in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 70
Table 112. Eaton Vance Recent Development 70
Table 113. Janus Henderson Investors Company Details 71
Table 114. Janus Henderson Investors Business Overview 71
Table 115. Janus Henderson Investors Mutual Funds Product 72
Table 116. Janus Henderson Investors in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 72
Table 117. Janus Henderson Investors Recent Development 72
Table 118. OppenheimerFunds Company Details 73
Table 119. OppenheimerFunds Business Overview 73
Table 120. OppenheimerFunds Mutual Funds Product 74
Table 121. OppenheimerFunds in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 74
Table 122. OppenheimerFunds Recent Development 74
Table 123. Putnam Investments Company Details 75
Table 124. Putnam Investments Business Overview 75
Table 125. Putnam Investments Mutual Funds Product 76
Table 126. Putnam Investments in United States: Revenue in Mutual Funds Business (2018-2023) & (US$ Million) 76
Table 127. Putnam Investments Recent Development 76
Table 128. Research Programs/Design for This Report 79
Table 129. Key Data Information from Secondary Sources 83
Table 130. Key Data Information from Primary Sources 84
Table 131. QYR Business Unit and Senior & Team Lead Analysts 85
The report offers a detailed, broad overview of the entire United States Mutual Funds Market landscape to reveal how the most noteworthy trends are unfolding and doors to new opportunities are unlocking. The overview allows exploring what the consumers are readily willing to spend on, which demographics are likely to be forming the key consumer clusters, etc.
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