United States Mutual Funds Market to Grow with a CAGR of 3.8% through 2030

The United States’s Mutual Funds market is poised for continued growth, supported by increased participation, technological advancements, and favourable market conditions.

According to TechSci Research report, “United States Mutual Funds Market – By Region, Competition Forecast & Opportunities, 2030F”, United States Mutual Funds Market was valued at USD 34.58 Trillion in 2024 and is expected to reach USD 43.25 Trillion by 2030 with a CAGR of 3.8% during the forecast period. The U.S. mutual funds market is experiencing substantial growth, driven by a combination of technological advancements, rising financial literacy, and the widespread adoption of retirement plans. However, challenges such as market volatility, the rise of competing products like ETFs, and regulatory pressures must be addressed. Continued innovation in fund offerings, particularly with a focus on sustainability and digital solutions, will help sustain the market’s trajectory.

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The United States Mutual Funds market is segmented into fund type, investor type, channel of purchase, region and companies.

Based on investor type, The fastest growing segment in the U.S. mutual funds market by investor type is households. Over recent years, retail investors, particularly households, have increasingly turned to mutual funds as a means of building wealth and securing retirement savings. This growth is driven by the widespread adoption of retirement plans like 401(k)s and individual retirement accounts (IRAs), which often rely on mutual funds for asset allocation. Additionally, the rise of digital platforms and low-cost brokers has made mutual funds more accessible to a broader demographic, including younger, tech-savvy investors who are looking for affordable ways to grow their savings. Households are also increasingly drawn to passive investment strategies, with low-cost index funds becoming more popular among retail investors seeking stable, long-term returns. The ongoing shift towards self-directed investing and the proliferation of robot-advisors have further fuelled this growth, providing investors with more control over their investment choices and lowering barriers to entry. While institutional investors still hold a significant portion of mutual fund assets, it is the growing participation from households—driven by financial literacy, convenience, and the search for retirement security—that is expected to continue leading the market expansion over the coming years. The ability to easily access and manage mutual fund investments via mobile apps and online platforms has further accelerated this trend, making mutual funds more appealing to a broader range of investors. This shift in investor type reflects a broader societal trend of increased individual financial responsibility, with households leading the charge in mutual fund market growth. 

Based on region, the South is the fastest-growing region in the mutual funds market. Demographic shifts, including a growing middle class and retirement communities, have contributed to this trend. The expansion of financial services in cities like Atlanta, Dallas, and Miami has also made it easier for residents to access mutual fund products. Increased awareness of investment options and the rising adoption of retirement savings plans are driving market growth in this region.

Major companies operating in United States Mutual Funds market are:

• BlackRock, Inc.
• The Vanguard Group, Inc.
•  State Street Corporation
• FMR LLC (Fidelity Management & Research LLC)
• JPMorgan Chase & Co.
•  BNY Mellon
• Pacific Investment Management Company LLC (PIMCO)
• UBS Group AG
• Allianz SE
• Amundi Asset Management

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“In recent years the shift towards customization in investment strategies has been gaining momentum. Investors are seeking more personalized portfolio options that suit their specific financial goals and risk tolerances. Mutual fund companies are increasingly offering customizable products that allow investors to select funds based on factors such as asset class, sector, or investment style. This trend is likely to continue as technology enables better data analytics and investors demand more tailored solutions to meet their evolving financial needs “. Said Mr. Karan Chechi, Research Director of TechSci Research, a research-based management consulting firm.

"United States Mutual Funds Market, By Fund Type (Equity, Bond, Hybrid, and Money Market), By Investor Type (Households and Institutions), By Channel of Purchase (Discount Broker/Mutual Fund Supermarket, Distributed Contribution Retirement Plan, Direct Sales From Mutual Fund Companies, and Professional Financial Adviser), By Region, Competition, Forecast & Opportunities, 2020-2030F”, has evaluated the future growth potential of United States Mutual Funds market and provides statistics & information on market size, structure and future market growth. The report intends to provide cutting-edge market intelligence and help decision makers take sound investment decisions. Besides, the report also identifies and analyzes the emerging trends along with essential drivers, challenges, and opportunities in the United States Mutual Funds market.

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