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1、2018InvestmentCompanyFactBookAReviewofTrendsandActivitiesintheInvestmentCompanyIndustry58theditionwww.icifactbook.org2017FactsataGlanceTotalnetassetsofworldwideregulatedopen-endfunds*$49.3trillionUnitedStates$22.1trillionEurope$17.7trillionAsia-Pacific$6.5trillionRestoftheworld$2.9trillionU
2、S-registeredinvestmentcompanytotalnetassets$22.5trillionMutualfunds$18.7trillionExchange-tradedfunds$3.4trillionClosed-endfunds$275billionUnitinvestmenttrusts$85billionUS-registeredinvestmentcompanies’shareof:UScorporateequity31%USandforeigncorporatebonds20%USTreasuryandgovernmentagencysecu
3、rities13%USmunicipalsecurities25%Commercialpaper25%UShouseholdownershipofUS-registeredinvestmentcompaniesNumberofhouseholdsowningfunds57.3millionNumberofindividualsowningfunds101.9millionPercentageofhouseholdsowningfunds45.4%Medianmutualfundassetsofmutualfund–owninghouseholds$120,000Mediann
4、umberofmutualfundsownedamongmutualfund–owninghouseholds3USretirementmarketTotalretirementmarketassets$28.2trillionPercentageofhouseholdswithtax-advantagedretirementsavings61%IRAandDCplanassetsinvestedinmutualfunds$8.8trillion*Regulatedopen-endfundsincludemutualfunds,exchange-tradedfunds(ETF
5、s),andinstitutionalfunds.Note:Componentsmaynotaddtothetotalbecauseofrounding.2018InvestmentCompanyFactBook2018InvestmentCompanyFactBookAReviewofTrendsandActivitiesintheInvestmentCompanyIndustry58theditionwww.icifactbook.orgTheInvestmentCompanyInstitute(ICI)istheleadingassociationrepresentin
6、gregulatedfundsglobally,includingmutualfunds,exchange-tradedfunds(ETFs),closed-endfunds,andunitinvestmenttrusts(UITs)intheUnitedStates,andsimilarfundsofferedtoinvestorsinjurisdictionsworldwide.ICIseekstoencourageadherencetohighethicalstandards,promotepublicunderstanding,andotherwiseadvancet
7、heinterestsoffunds,theirshareholders,directors,andadvisers.ICIcarriesoutitsinternationalworkthroughICIGlobal,withofficesinLondon,HongKong,andWashington,DC.Althoughinformationordataprovidedbyindependentsourcesisbelievedtobereliable,ICIisnotresponsiblefori
