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ID:5289814
大小:8.52 MB
页数:316页
时间:2017-12-07
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1、2017INVESTMENTCOMPANYFACTBOOK2017INVESTMENTCOMPANYFACTBOOKAReviewofTrendsandActivitiesintheInvestmentCompanyIndustry57thedition2017www.icifactbook.org1401HSTREET,NW
2、WASHINGTON,DC20005
3、202-326-5800
4、WWW.ICI.ORG2016FactsataGlanceTotalworldwideassetsinvestedinregulatedopen-endfunds*$40.4trillion
5、Americas$21.1trillionEurope$14.1trillionAfricaandAsia-Pacific$5.2trillionUS-registeredinvestmentcompanytotalnetassets$19.2trillionMutualfunds$16.3trillionExchange-tradedfunds$2.5trillionClosed-endfunds$262billionUnitinvestmenttrusts$85billionUS-registeredinvestmentcompanies’shareof:UScorpora
6、teequity31%USandforeigncorporatebonds19%USTreasuryandgovernmentagencysecurities13%USmunicipalsecurities23%Commercialpaper19%UShouseholdownershipofUS-registeredfundsNumberofhouseholdsowningfunds55.9millionNumberofindividualsowningfunds95.8millionPercentageofhouseholdsowningfunds44.4%Medianmut
7、ualfundassetsofmutualfund–owninghouseholds$125,000Mediannumberofmutualfundsowned4USretirementmarketTotalretirementmarketassets$25.3trillionPercentageofhouseholdswithtax-advantagedretirementsavings61%IRAandDCplanassetsinvestedinmutualfunds$7.6trillion*Regulatedopen-endfundsincludemutualfunds,
8、exchange-tradedfunds(ETFs),andinstitutionalfunds.2017INVESTMENTCOMPANYFACTBOOK2017INVESTMENTCOMPANYFACTBOOKAReviewofTrendsandActivitiesintheInvestmentCompanyIndustry57theditionwww.icifactbook.orgTheInvestmentCompanyInstitute(ICI)isaleadingglobalassociationofregulatedfunds,includingmutualfund
9、s,exchange-tradedfunds(ETFs),closed-endfunds,andunitinvestmenttrusts(UITs)intheUnitedStatesandsimilarfundsofferedtoinvestorsinjurisdictionsworldwide.ICIseekstoencourageadherencetohighethicalstandards,promotepublicunderstanding,andotherwiseadvancetheinterestsoffunds,theirshareholders,director
10、s,andadvisers.Althoughinformationordataprovidedbyindependentsourcesisbelievedtobereliable,ICIisnotresponsibleforitsaccuracy,completeness,ortimeliness.OpinionsexpressedbyindependentsourcesarenotnecessarilythoseoftheInstitute.Ifyouhavequestionsorcomm
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