United States Mutual Fund Market Report and Forecast 2024-2032

United States Mutual Fund Market Size

The United States mutual fund market reached a value of nearly USD 32,959.12 billion in 2023. It is projected to grow at a CAGR of 4.6% between 2024 and 2032 to attain around USD 49,223.91 billion by 2032.

United States Mutual Fund Market Outlook

The United States mutual fund market expansion is being aided by increasing investor expectations. An increasing number of investors aged between 18-34 years prefer making ESG investments, holding crypto assets, taking substantial investment risks, conducting social media research, and using digital apps for trading. Firms that provide innovative and cost-effective products to investors while ensuring transparency and a customised digital experience are expected to promote the market growth.

Mutual fund companies are expected to provide opportunities for personal and professional growth to their employees and train them in AI. Talent retention strategies are expected to focus on providing a hybrid model of working for skilled professionals and offering mental health and fitness programs. This is expected to contribute to the United States mutual fund market development in the forecast period.

The Rising Demand for Equity Funds is One of the Crucial United States Mutual Fund Market Trends

• As per the United States mutual fund market analysis, equity funds are expected to lead with a CAGR of 5.0%, as they remain a popular choice for investors seeking higher returns through exposure to the stock market. 

• Balanced/hybrid funds are projected to grow at a CAGR of 4.8%, appealing to investors who prefer a mix of equity and fixed-income investments for a balanced risk profile. 

• Bond funds, with a CAGR of 4.4%, continue to attract those looking for more stable, income-generating investments, particularly in a low-interest-rate environment. 

• Money market funds are estimated to grow at a CAGR of 4.1% during the forecast period of 2024-2032. The rising preference for such funds due to their liquidity and safety is boosting the United States mutual fund market revenue.

The Surging Number of Household Investors Amid Rising Financial Literacy is Driving the United States Mutual Fund Market Growth

• As per the United States mutual fund industry statistics, institutional investors are expected to grow at a CAGR of 5.1%, slightly outpacing household investors, who are projected to grow at a CAGR of 4.8%. Institutions, such as pension funds, endowments, and insurance companies, continue to rely on mutual funds for portfolio diversification and risk management, often with large-scale investments that drive the market growth. 

• Household investors, while growing at a slightly slower pace, represent a significant portion of the United States mutual fund market share, with increasing financial literacy and access to investment options contributing to their steady participation in mutual funds.

United States Mutual Fund Market Regional Analysis

• The Far West region is expected to lead with the highest CAGR of 5.3%. A robust economy, high levels of investment, and significant interest in diverse mutual fund options are creating favourable United States mutual fund market opportunities. 

• The Rocky Mountain region follows with a CAGR of 4.9%, supported by growing investor awareness and increasing disposable incomes. 

• The Southwest is projected to grow at a CAGR of 4.7% between 2024 and 2032. The United States mutual fund market value is increasing due to a dynamic economic environment and a rising number of high-net-worth individuals. 

• The Southeast, growing at a CAGR of 4.5%, shows significant growth due to expanding financial literacy and investment activities. 

• New England, with a CAGR of 4.2%, and the Mideast, with a CAGR of 3.9%, exhibit steady growth, driven by established financial markets and investor confidence. 

• The United States mutual fund market regional insights show that the Plains region, with a CAGR of 3.6%, and the Great Lakes region, with a CAGR of 3.4%, experience moderate growth due to stable but slower increases in mutual fund investments.

Key Questions Answered in This Report:

• How has the United States mutual fund market performed historically, and what are the growth expectations for the future?

• What are the primary factors influencing demand and growth in the United States mutual fund market?

• What are the key segments within the United States mutual fund market, and how are they expected to evolve over the forecast period?

• What are the major challenges and opportunities facing stakeholders in the United States mutual fund market?

• Who are the key players in the United States mutual fund market, and what strategies are they employing to maintain a competitive edge?

• What are the regulatory and policy factors influencing the United States mutual fund market globally or regionally?

• How competitive is the United States mutual fund market according to Porter's five forces analysis, including factors like bargaining power of buyers and suppliers?

• What are the current trends shaping the United States mutual fund market landscape, and how are they expected to evolve in the future?

• How are technological advancements impacting the United States mutual fund market, and what role do innovation and R&D play in driving growth?

• What are the consumer preferences and buying behavior trends influencing the United States mutual fund market?

• How sustainable are current growth rates in the United States mutual fund market, and what factors could potentially disrupt these trends?

• What are the regional dynamics within the United States mutual fund market, and how do they contribute to overall market growth?

• What are the economic factors influencing the United States mutual fund market, such as GDP growth, inflation rates, and currency fluctuations?

• How are demographic shifts, such as aging populations or urbanization trends, affecting demand in the United States mutual fund market?

• What are the key strategic partnerships, mergers, and acquisitions shaping the competitive landscape of the United States mutual fund market?

• What are the regulatory and legal frameworks impacting the United States mutual fund market globally or in key regions?

• How are changing consumer lifestyles and preferences influencing product or service demand within the United States mutual fund market?

• What are the emerging market trends and niche opportunities within the United States mutual fund market that stakeholders should be aware of?

• How resilient is the United States mutual fund market to external shocks or disruptions, such as geopolitical tensions or natural disasters?

• What are the potential barriers to market entry and growth for new players in the United States mutual fund market?

Key Benefits for Stakeholders:

Expert Market Research's industry report provides a comprehensive quantitative analysis of various market segments, historical and current market trends, and forecasts the dynamics of the United States mutual fund market spanning from 2018 to 2032.

The research report delivers up-to-date insights into the market drivers, challenges, and opportunities shaping the United States mutual fund industry.

Stakeholders can leverage Porter's five forces analysis to assess the impact of new entrants, competitive rivalry, supplier power, buyer power, and the threat of substitution. This analysis aids in evaluating the competitiveness and attractiveness of the United States mutual fund market.

The competitive landscape section enables stakeholders to gain a deep understanding of their competitive environment. It offers insights into the current market positions of key players, their strategies, and their market shares.

Additionally, the report highlights emerging trends, regulatory influences, and technological advancements that are pivotal for stakeholders navigating the United States mutual fund market landscape.

Key Highlights of the Report