Current Table

MUTUAL FUND INDUSTRY NET ASSETS BY TYPE OF FUND, 1985-2011

($ billions, end of year)

Year Equity funds Hybrid funds Bond funds Taxable money market funds Tax-exempt money market funds Total
1985 $111.3 $17.6 $122.7 $207.6 $36.3 $495.4
1990 239.5 36.1 291.3 414.6 83.8 1,065.2
1995 1,249.1 210.3 598.9 631.3 121.7 2,811.3
2000 3,938.8 363.8 816.8 1,611.4 233.9 6,964.6
2005 4,886.8 609.9 1,367.6 1,690.5 336.4 8,891.1
2007 6,416.8 807.1 1,691.8 2,617.7 468.1 12,001.5
2008 3,641.2 551.8 1,578.4 3,338.6 493.7 9,603.7
2009 4,879.9 695.4 2,229.0 2,917.0 398.9 11,120.2
2010 5,584.7 799.3 2,632.8 2,473.9 330.0 11,820.7
2011 5,205.1 838.7 2,886.4 2,399.7 291.7 11,621.6

Source: Investment Company Institute.

 
MUTUAL FUND INDUSTRY NET ASSETS BY TYPE OF FUND, 1985-2008

($ billions, end of year)

Year Equity funds Hybrid funds Bond funds Taxable money
 market funds
Tax-exempt money
 market funds
Total
1985 $111.3 $17.6 $122.6 $207.5 $36.3 $495.4
1990 239.5 36.1 291.3 414.7 83.6 1,065.2
1995 1,249.1 210.3 598.9 630.0 123.0 2,811.3
2000 3,961.9 346.3 811.2 1,607.2 238.0 6,964.7
2003 3,684.2 430.5 1,247.8 1,763.6 288.4 8,107.0
2004 4,384.1 519.3 1,290.4 1,602.9 310.4 8,106.9
2005 4,939.8 567.3 1,357.2 1,706.5 334.0 8,904.8
2006 5,910.5 653.2 1,494.4 1,972.1 366.4 10,396.5
2007 6,515.9 718.6 1,679.3 2,620.7 465.1 11,999.6
2008 3,704.5 498.7 1,565.7 3,340.8 491.5 9,601.1

Source: Investment Company Institute.

 
MUTUAL FUND INDUSTRY NET ASSETS BY TYPE OF FUND, 1985-2009

($ billions, end of year)

Year Equity funds Hybrid funds Bond funds Taxable money
market funds

Tax-exempt money
market funds

Total
1985 $111.3 $17.6 $122.7 $207.6 $36.3 $495.4
1990 239.5 36.1 291.3 414.6 83.8 1,065.2
1995 1,249.1 210.3 598.9 631.3 121.7 2,811.3
2000 3,961.9 346.3 811.2 1,612.1 233.1 6,964.6
2005 4,939.7 567.3 1,357.3 1,692.8 334.0 8,891.1
2006 5,910.5 653.2 1,494.4 1,972.1 366.4 10,396.5
2007 6,515.9 719.0 1,680.0 2,620.7 465.1 12,000.6
2008 3,704.3 499.5 1,566.6 3,340.8 491.5 9,602.6
2009 4,957.6 640.8 2,206.2 2,918.8 397.5 11,120.7

Source: Investment Company Institute.

 
MUTUAL FUND INDUSTRY NET ASSETS BY TYPE OF FUND, 1985-2010

($ billions, end of year)

Year Equity funds Hybrid funds Bond funds Taxable money market funds Tax-exempt money market funds Total
1985 $111.3 $17.6 $122.7 $207.6 $36.3 $495.4
1990 239.5 36.1 291.3 414.6 83.8 1,065.2
1995 1,249.1 210.3 598.9 631.3 121.7 2,811.3
2000 3,961.9 346.3 811.2 1,611.4 233.9 6,964.6
2005 4,942.7 564.4 1,357.3 1,690.5 336.4 8,891.1
2006 5,914.1 650.3 1,495.1 1,969.4 369.0 10,397.9
2007 6,518.8 716.7 1,681.0 2,617.7 468.1 12,002.3
2008 3,705.6 498.3 1,567.5 3,338.6 493.7 9,603.6
2009 4,957.0 639.2 2,208.1 2,917.0 398.9 11,120.2
2010 5,667.4 741.1 2,608.3 2,473.9 330.0 11,820.7

Source: Investment Company Institute.