ICI_2013_factbook.pdf

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1、2013InvestmentCompanyFactBookAReviewofTrendsandActivitiesintheU.S.InvestmentCompanyIndustry53rdeditionWWW.ICIFACTBOOK.ORG2012FactsataGlanceTotalworldwideassetsinvestedinmutualfunds$26.8trillionU.S.investmentcompanytotalnetassets*$14.7trillionMutualfunds$13.0trillionExchange-tradedfu

2、nds$1.3trillionClosed-endfunds$265billionUnitinvestmenttrusts$72billionU.S.investmentcompanies’shareof:U.S.corporateequity28%U.S.municipalsecurities28%Commercialpaper42%U.S.governmentsecurities12%U.S.householdownershipofmutualfundsNumberofhouseholdsowningmutualfunds53.8millionNumber

3、ofindividualsowningmutualfunds92.4millionPercentageofhouseholdsowningmutualfunds44.4%Medianmutualfundassetsoffund-owninghouseholds$100,000Mediannumberofmutualfundsowned4U.S.retirementmarketTotalretirementmarketassets$19.5trillionPercentageofhouseholdswithtax-advantagedretirementsavi

4、ngs68%IRAandDCplanassetsinvestedinmutualfunds$5.3trillion*Componentsdonotaddtothetotalbecauseofrounding.2013InvestmentCompanyFactBook2013InvestmentCompanyFactBookAReviewofTrendsandActivitiesintheU.S.InvestmentCompanyIndustry53rdeditionWWW.ICIFACTBOOK.ORGTheInvestmentCompanyInstitute

5、(ICI)isthenationalassociationofU.S.investmentcompanies.ICIseekstoencourageadherencetohighethicalstandards,promotepublicunderstanding,andotherwiseadvancetheinterestsoffunds,theirshareholders,directors,andadvisers.AsofDecember2012,membersofICImanagedtotalassetsof$14.2trillionandserved

6、morethan90millionshareholders.Althoughinformationordataprovidedbyindependentsourcesisbelievedtobereliable,ICIisnotresponsibleforitsaccuracy,completeness,ortimeliness.OpinionsexpressedbyindependentsourcesarenotnecessarilythoseoftheInstitute.Ifyouhavequestionsorcommentsaboutthismateri

7、al,pleasecontactthesourcedirectly.Fifty-thirdeditionISBN1-878731-53-XCopyright©2013bytheInvestmentCompanyInstitute.Allrightsreserved.ContentsLetterfromtheChiefEconomistviiICIResearchStaffandPublicationsxiPart1:AnalysisandStatisticsListofFigures3Chapter1:OverviewofU.S.-RegisteredInve

8、stmentCompanies7Cha