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In 2021, 24 percent of U.S. households with annual income between 100,000 U.S. dollars and 149,000 U.S. dollars owned mutual funds. Only three percent of households with income of less 25,000 U.S. dollars invested in mutual funds.
Share of households owning mutual funds in the United States in 2021, by household income
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Other statistics that may interest you Mutual fund and ETF providers in the United States
Overview
8
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
- Basic Statistic Total net assets of US-based mutual funds worldwide 1998-2022
- Basic Statistic Total net assets of ETFs in the U.S. 2002-2022
- Premium Statistic Leading fund managers worldwide 2024, by AUM
- Premium Statistic Leading providers of ETFs in the U.S. 2023, by assets
- Premium Statistic Largest mutual funds worldwide in May 2024, by net assets
- Premium Statistic Largest ETFs in the U.S. in July2022, by assets under management
- Premium Statistic Top ETF inflows listed in the U.S. 2023, by weekly flows
Assets of leading providers
5
- Premium Statistic Total assets under management of BlackRock 2008-2024
- Basic Statistic Assets under management of Vanguard 1975-2024
- Premium Statistic Assets under management of Fidelity by type 2022
- Basic Statistic Total assets under management of State Street, 2010-2023
- Premium Statistic Total client assets managed Charles Schwab 2013-2022
Asset class distribution
7
- Premium Statistic Expense ratios of mutual fund investors in the U.S. 2000-2022, by fund type
- Basic Statistic Distribution of investment fund assets in the U.S. 2022, by asset class
- Premium Statistic Assets under management of BlackRock 2014-2022, by asset class
- Basic Statistic Discretionary assets under management of Fidelity by asset class 2021
- Premium Statistic Assets under management of State Street by asset class 2019-2022
- Premium Statistic Distribution of Charles Schwab's AUM by asset class 2016-2022
- Premium Statistic Net industry funds flow for investment funds in the U.S.2021, by asset class
Product distribution
5
- Premium Statistic Active vs passive investment funds in the U.S. 2012 and 2022, by type
- Premium Statistic Assets under management of BlackRock 2022, by investment style and client type
- Premium Statistic Assets under management share of State Street by investment approach 2021
- Premium Statistic Distribution of Charles Schwab's AUM by business 2016-2022
- Premium Statistic Number of investment funds in the U.S. 2000-2022, by type
Largest funds
5
- Premium Statistic Largest BlackRock equity ETFs worldwide in July 2023, by net AUM
- Premium Statistic Largest Vanguard investment funds worldwide in May 2024, by net assets
- Premium Statistic Largest Fidelity investment funds worldwide in May 2024, by net assets
- Premium Statistic Largest State Street investment funds worldwide 2024, by net AUM
- Premium Statistic Largest Charles Schwab investment funds worldwide in October 2022, by net assets
Fastest growing funds
5
- Basic Statistic BlackRock's, leading global investment funds February 2024, by NAV average return
- Premium Statistic Top performing investment funds owned by Vanguard worldwide 2024, by one-year return
- Premium Statistic Fastest growing Fidelity funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing State Street funds worldwide in October 2021, by one year return
- Premium Statistic Fastest growing Charles Schwab funds worldwide in September 2021, by one year return
Consumer behavior
6
- Basic Statistic Net new cash flow to mutual funds in the U.S. 2000-2022
- Basic Statistic Net issuance of ETF shares in the U.S. 2006-2022
- Premium Statistic Household preference for banks or regulated funds in U.S., Japan, and the EU 2022
- Basic Statistic Share of households owning mutual funds in the U.S. 1980-2022
- Premium Statistic Share of households owning mutual funds in the U.S. 2022, by age of household head
- Premium Statistic Share of households investing in mutual funds in the U.S. 2021, by household income
Further related statistics
17
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Value of mutual funds held by households and NPOs in the U.S. 2000-2018
- Share of U.S. households owning mutual funds 2019, by source of ownership
- Share of average monthly income in Indian households 2015
- Share of average monthly income in rural Indian households 2015
- Share of average monthly income in urban Indian households 2015
- Share of households in India by number of earners 2015
- Net new cash flow to index mutual funds in the U.S. 2000-2022
- Share of families with stock holdings in the U.S. 1989-2016
- Total net assets of mutual funds worldwide 2007-2014, by region
- Mutual fund assets per capita in selected countries worldwide 2016
- Italy: financial asset of Italian households 2017-2018, by type
- Actual front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Average monthly income of bakers in Denmark 2017
- Honduras: wealth inequality based on income concentration 2010-2019
- Natural gas prices for households in the Netherlands 2014-2022
- Number of households of South Africa 2022, by province
Further Content: You might find this interesting as well
Statistics
- Household net investments in funds, bonds and equities in the U.S. 2006 - 2015
- Value of mutual funds held by households and NPOs in the U.S. 2000-2018
- Share of U.S. households owning mutual funds 2019, by source of ownership
- Share of average monthly income in Indian households 2015
- Share of average monthly income in rural Indian households 2015
- Share of average monthly income in urban Indian households 2015
- Share of households in India by number of earners 2015
- Net new cash flow to index mutual funds in the U.S. 2000-2022
- Share of families with stock holdings in the U.S. 1989-2016
- Total net assets of mutual funds worldwide 2007-2014, by region
- Mutual fund assets per capita in selected countries worldwide 2016
- Italy: financial asset of Italian households 2017-2018, by type
- Actual front-end sales load incurred by mutual fund investors in the U.S. 1990-2016
- Average monthly income of bakers in Denmark 2017
- Honduras: wealth inequality based on income concentration 2010-2019
- Natural gas prices for households in the Netherlands 2014-2022
- Number of households of South Africa 2022, by province
ICI. (June 8, 2022). Share of households owning mutual funds in the United States in 2021, by household income [Graph]. In Statista. Retrieved June 10, 2024, from https://www.statista.com/statistics/331736/households-owning-mutual-funds-by-household-income-usa/
ICI. "Share of households owning mutual funds in the United States in 2021, by household income." Chart. June 8, 2022. Statista. Accessed June 10, 2024. https://www.statista.com/statistics/331736/households-owning-mutual-funds-by-household-income-usa/
ICI. (2022). Share of households owning mutual funds in the United States in 2021, by household income. Statista. Statista Inc.. Accessed: June 10, 2024. https://www.statista.com/statistics/331736/households-owning-mutual-funds-by-household-income-usa/
ICI. "Share of Households Owning Mutual Funds in The United States in 2021, by Household Income." Statista, Statista Inc., 8 Jun 2022, https://www.statista.com/statistics/331736/households-owning-mutual-funds-by-household-income-usa/
ICI, Share of households owning mutual funds in the United States in 2021, by household income Statista, https://www.statista.com/statistics/331736/households-owning-mutual-funds-by-household-income-usa/ (last visited June 10, 2024)
Share of households owning mutual funds in the United States in 2021, by household income [Graph], ICI, June 8, 2022. [Online]. Available: https://www.statista.com/statistics/331736/households-owning-mutual-funds-by-household-income-usa/