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US Mutual Funds Industry -(Segmented by Long Term & Money Market Mutual Funds and By Channel of Distribution )Growth, Trends, and Forecast (2019 - 2024)
As of 2018, the US total Mutual Funds net assets value reached USD 17.71 trillion. And expected to reach USD 23.73 trillion by 2024. The market has registered CAGR 5.21% in the period of 2012-2018.
With USD 17.7 trillion in total net assets, the US mutual fund industry remained the largest in the world at the year-end 2018. The majority of US mutual fund net assets at year-end 2018 were in long-term mutual funds, with equity funds alone making up 52 percent of US mutual fund net assets. Bond mutual funds were the second-largest category, with 23 percent of net assets. Money market funds (17 percent) and hybrid funds (8 percent) held the remainder.
Assets in US-registered major investment houses rose USD 3.3 trillion in 2017, to a record level at the year-end of USD 22.5 trillion. Of that USD 22.5 trillion, mutual funds and exchange‑traded funds (ETFs) accounted for the vast majority, USD 22.1 trillion.
As of 2018, there were a totally of 8042 registered Mutual Funds in April 2019. With 44.8% percent of households owns the MF investments across the country.
The US Mutual Funds has Segmented by Long Term like Equity (Domestic and International Mutual funds, Hybrid Mutual Funds, Bonds (Taxable and Municipal Bonds) and Money Market Mutual Funds (Taxable and Tax Exempt Money Market Mutual Funds). And it further segmented into By Channel of Distribution like (Full Service Broker, Discount Broker, Insurance Channel, Bank Channel, Financial Planner, and Direct Market).
|BY TYPE OF MUTUAL FUNDS|
|BY CHANNEL OF DISTRIBUTION|
|Full Service Broker|
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US Mutual Funds cover a wide range of asset classes, such as stocks and bonds, as well as market caps, sectors, industries and styles. The funds can be passively or actively managed to achieve short and long term returns. US Funds comprise many large companies in various industries like automobile, technology, healthcare, and the internet. Such funds give a chance to bet on companies like Apple, Amazon, Mastercard, Visa, Alphabet, Microsoft and Facebook.
In the year 2018, in comparison with Asia market US-based funds have outperformed the Nifty. Franklin India Feeder-Franklin US Opportunities Fund has given a return of 18.46%, while ICICI US Bluechip Equity Fund has returned 17.11% compared to Sensex's 5.48%.
For many large US firms, more than 40% of their revenues come from outside the US. In recent times, Many Mutual Funds’ investments routed through the SIP or STP due to economic slowdown predictions by several AUMs for the next couple of months.
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The US Mutual Funds Market is highly competitive, with the presence of major international players. The US Mutual FundsMarket presents opportunities for growth during the forecast period, which is expected to further drive market competition. With a few players holding a significant share, the US Mutual Funds Marketh as an observable level of consolidation.
1.1 Scope of the Market
1.2 Market Definition
1.3 Executive Summary
2. RESEARCH METHODOLOGY
2.1 Study Deliverables
2.2 Study Assumptions
2.3 Analysis Methodology
2.4 Research Phases
3. MARKET INSIGHTS
3.1 Overview of US Current Economic and Financial Sector
3.2 Overview of US Financial Market and Investment Funds Industry Scenario
3.3 Impact of US SEC Regulatory Reforms on Mutual Funds Industry
3.4 Review and Commentary on US Financial Investments Assets Market after Economic Crisis 2008
3.5 Key Trends in US Assets and Wealth Management Industry
3.6 Review and Commentary on US AUM's Expense and Fees Ratios
3.7 Review and Commentary on Rising Investment & Asset Management Companies In US
4. MARKET DYNAMICS
4.4 Porter's Five Forces Analysis
4.5 Industry's Eco-System
5. MARKET SEGMENTATION
5.1 BY TYPE OF MUTUAL FUNDS
5.1.1 Long Term Mutual Funds
22.214.171.124.1 Domestic equity
126.96.36.199.2 World equity
188.8.131.52.1 Taxable bond
184.108.40.206.2 Municipal bond
5.1.2 Money Market Mutual Funds
220.127.116.11 Taxable Money Market
18.104.22.168 Tax-Exempt Money Market
5.2 BY CHANNEL OF DISTRIBUTION
5.2.1 Full Service Broker
5.2.2 Discount Broker
5.2.3 Insurance Channel
5.2.4 Bank Channel
5.2.5 Financial Planner
5.2.6 Direct Market
6. COMPETITIVE LANDSCAPE
6.1 Market Concentration Overview
6.2 Strategies Adopted by Major Players
7. COMPANY PROFILES
7.2 The Vanguard Group
7.3 State Street Global Advisors
7.4 Fidelity Investments
7.5 J.P. Morgan Asset Management
7.6 BNY Mellon Investment Management
8. INVESTMENT ANALYSIS
9. MAJOR MERGERS AND ACQUISITIONS IN THE US MUTUAL FUND INDUSTRY
10. FUTURE OF MUTUAL FUND INDUSTRY OF US
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