美国投资公司协会（ICI）：2024年美国投资公司白皮书（英文版）（152页）.pdf

1、INVESTMENTCOMPANYFACT BOOK A Review of Trends and Activities in the Investment Company Industrywww.icifactbook.orgTotal worldwide assets invested in regulated open-end funds:*$68.9 trillionUnited StatesEuropeAsia-PacificRest of the world$33.6 trillion$21.5 trillion$9.7 trillion$4.0 trillionUS-regist

2、ered investment company total net assets:$33.9 trillionMutual fundsExchange-traded fundsTraditional closed-end fundsUnit investment trusts$25.5 trillion$8.1 trillion$249 billion$77 billionUS-registered investment companies share of:US corporate equityUS and foreign corporate bondsUS Treasury and gov

3、ernment agency securitiesUS municipal securitiesCommercial paper33%22%15%27%22%US household ownership of US-registered fundsNumber of households owning fundsNumber of individuals owning fundsPercentage of households owning fundsMedian mutual fund assets of mutual fundowning householdsMedian number o

4、f mutual funds owned71.5 million120.8 million54.4%$125,0003US retirement marketTotal retirement market assetsPercentage of households with tax-advantaged retirement savingsDC plan and IRA assets invested in mutual funds$38.4 trillion74%$11.9 trillion*Regulated open-end funds include mutual funds,exc

5、hange-traded funds(ETFs),and institutional funds.2023 Facts at a GlanceINVESTMENTCOMPANYFACT BOOK A Review of Trends and Activities in the Investment Company Industrywww.icifactbook.orgThe Investment Company Institute(ICI)is the leading association representing regulated investment funds.ICIs missio

6、n is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor.Its members include mutual funds,exchange-traded funds(ETFs),closed-end funds,and unit investment trusts(UITs)in the United States,and UCITS and similar funds offered to i