Current Table

MUTUAL FUND INDUSTRY NET ASSETS, NUMBER OF FUNDS AND SHAREHOLDER ACCOUNTS, 1940-2011
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(End of year)

Year Total net assets
($ billions)		 Number of funds Number of shareholder
accounts (1) (000)
1940 $0.45 68 296
1950 2.53 98 939
1960 17.03 161 4,898
1970 47.62 361 10,690
1980 134.76 564 12,088
1985 495.39 1,528 34,098
1990 1,065.19 3,079 61,948
1995 2,811.29 5,725 131,219
2000 6,964.63 8,155 244,705
2005 8,891.11 7,974 275,479
2007 12,001.46 8,026 292,555
2008 9,603.65 8,022 264,599
2009 11,120.15 7,684 269,224
2010 11,820.65 7,580 290,885
2011 11,621.60 7,637 279,715

(1) Number of shareholder accounts include a mix of individual and omnibus accounts.

Source: Investment Company Institute.

 

Archived Tables

MUTUAL FUND INDUSTRY NET ASSETS, NUMBER OF FUNDS AND SHAREHOLDER ACCOUNTS, 1940-2008
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(End of year)

Year Total net assets
 ($ billions)		 Number of funds Number of shareholder
 accounts (1) (000)
1940 $0.45 68 296
1960 17.03 161 4,898
1970 47.62 361 10,690
1985 495.39 1,528 34,098
1990 1,065.19 3,079 61,948
1995 2,811.29 5,725 131,219
2000 6,964.63 8,155 244,705
2003 7,414.40 8,126 260,698
2004 8,106.94 8,041 269,468
2005 8,904.82 7,975 275,479
2006 10,396.51 8,117 288,596
2007 11,999.52 8,024 292,624
2008 9,601.09 8,022 264,499

(1) Number of shareholder accounts includes a mix of individual and omnibus accounts.

Source: Investment Company Institute.

 
MUTUAL FUND INDUSTRY NET ASSETS, NUMBER OF FUNDS AND SHAREHOLDER ACCOUNTS, 1940-2009
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(End of year)

Year Total net assets ($ billions) Number of funds Number of shareholder accounts (1) (000)
1940 $0.45 68 296
1960 17.03 161 4,898
1970 47.62 361 10,690
1985 495.39 1,528 34,098
1990 1,065.19 3,079 61,948
1995 2,811.29 5,725 131,219
2000 6,964.63 8,155 244,705
2005 8,891.11 7,974 275,479
2006 10,396.51 8,117 288,596
2007 12,000.64 8,026 292,590
2008 9,602.60 8,022 264,597
2009 11,120.73 7,691 270,949

(1) Number of shareholder accounts includes a mix of individual and omnibus accounts.

Source: Investment Company Institute.

 
MUTUAL FUND INDUSTRY NET ASSETS, NUMBER OF FUNDS AND SHAREHOLDER ACCOUNTS, 1940-2010
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(End of year)

Year Total net assets
($ billions)		 Number of funds Number of shareholder
accounts (1) (000)
1940 $0.45 68 296
1960 17.03 161 4,898
1970 47.62 361 10,690
1980 134.76 564 12,088
1985 495.39 1,528 34,098
1990 1,065.19 3,079 61,948
1995 2,811.29 5,725 131,219
2000 6,964.63 8,155 244,705
2005 8,891.11 7,974 275,479
2006 10,397.94 8,118 288,596
2007 12,002.28 8,027 292,590
2008 9,603.60 8,022 264,599
2009 11,120.20 7,685 269,224
2010 11,820.68 7,581 292,109

(1) Number of shareholder accounts include a mix of individual and omnibus accounts.

Source: Investment Company Institute.