The global mutual fund assets market size is calculated at USD 670.64 billion in 2025 and is forecasted to reach around USD 1,217.35 billion by 2034, accelerating at a CAGR of 6.86% from 2025 to 2034. The North America mutual fund assets market size surpassed USD 213.24 billion in 2024 and is expanding at a CAGR of 6.90% during the forecast period. The market sizing and forecasts are revenue-based (USD Million/Billion), with 2024 as the base year
1.1. Research Objective
1.2. Scope of the Study
1.3. Definition
2.1. Research Approach
2.2. Data Sources
2.3. Assumptions & Limitations
3.1. Market Snapshot
4.1. Introduction
4.2. Market Classification and Scope
4.3. Industry Value Chain Analysis
4.3.1. Raw Material Procurement Analysis
4.3.2. Sales and Distribution Channel Analysis
4.3.3. Downstream Buyer Analysis
5.1. COVID-19 Landscape: Mutual Fund Asset Industry Impact
5.2. COVID 19 - Impact Assessment for the Industry
5.3. COVID 19 Impact: Global Major Government Policy
5.4. Market Trends and Opportunities in the COVID-19 Landscape
6.1. Market Dynamics
6.1.1. Market Drivers
6.1.2. Market Restraints
6.1.3. Market Opportunities
6.2. Porter’s Five Forces Analysis
6.2.1. Bargaining power of suppliers
6.2.2. Bargaining power of buyers
6.2.3. Threat of substitute
6.2.4. Threat of new entrants
6.2.5. Degree of competition
7.1.1. Company Market Share/Positioning Analysis
7.1.2. Key Strategies Adopted by Players
7.1.3. Vendor Landscape
7.1.3.1. List of Suppliers
7.1.3.2. List of Buyers
8.1. Mutual Fund Asset Market, by Investment Strategy
8.1.1. Equity Strategy
8.1.1.1. Market Revenue and Forecast
8.1.2. Fixed Income Strategy
8.1.2.1. Market Revenue and Forecast
8.1.3. Multi-Asset/Balanced Strategy
8.1.3.1. Market Revenue and Forecast
8.1.4. Sustainable Strategy
8.1.4.1. Market Revenue and Forecast
8.1.5. Money Market Strategy
8.1.5.1. Market Revenue and Forecast
8.1.6. Others
8.1.6.1. Market Revenue and Forecast
9.1. Mutual Fund Asset Market, by Type
9.1.1. Open-ended
9.1.1.1. Market Revenue and Forecast
9.1.2. Close-ended
9.1.2.1. Market Revenue and Forecast
10.1. Mutual Fund Asset Market, by Distribution Channel
10.1.1. Direct Sales
10.1.1.1. Market Revenue and Forecast
10.1.2. Financial Advisor
10.1.2.1. Market Revenue and Forecast
10.1.3. Broker-Dealer
10.1.3.1. Market Revenue and Forecast
10.1.4. Banks
10.1.4.1. Market Revenue and Forecast
10.1.5. Others
10.1.5.1. Market Revenue and Forecast
11.1. Mutual Fund Asset Market, by Investment Style
11.1.1. Active
11.1.1.1. Market Revenue and Forecast
11.1.2. Passive
11.1.2.1. Market Revenue and Forecast
12.1. Mutual Fund Asset Market, by Investor Type
12.1.1. Retail
12.1.1.1. Market Revenue and Forecast
12.1.2. Institutional
12.1.2.1. Market Revenue and Forecast
13.1. North America
13.1.1. Market Revenue and Forecast, by Investment Strategy
13.1.2. Market Revenue and Forecast, by Type
13.1.3. Market Revenue and Forecast, by Distribution Channel
13.1.4. Market Revenue and Forecast, by Investment Style
13.1.5. Market Revenue and Forecast, by Investor Type
13.1.6. U.S.
13.1.6.1. Market Revenue and Forecast, by Investment Strategy
13.1.6.2. Market Revenue and Forecast, by Type
13.1.6.3. Market Revenue and Forecast, by Distribution Channel
13.1.6.4. Market Revenue and Forecast, by Investment Style
13.1.6.5. Market Revenue and Forecast, by Investor Type
13.1.7. Rest of North America
13.1.7.1. Market Revenue and Forecast, by Investment Strategy
13.1.7.2. Market Revenue and Forecast, by Type
13.1.7.3. Market Revenue and Forecast, by Distribution Channel
13.1.7.4. Market Revenue and Forecast, by Investment Style
13.1.7.5. Market Revenue and Forecast, by Investor Type
13.2. Europe
13.2.1. Market Revenue and Forecast, by Investment Strategy
13.2.2. Market Revenue and Forecast, by Type
13.2.3. Market Revenue and Forecast, by Distribution Channel
13.2.4. Market Revenue and Forecast, by Investment Style
13.2.5. Market Revenue and Forecast, by Investor Type
13.2.6. UK
13.2.6.1. Market Revenue and Forecast, by Investment Strategy
13.2.6.2. Market Revenue and Forecast, by Type
13.2.6.3. Market Revenue and Forecast, by Distribution Channel
13.2.7. Market Revenue and Forecast, by Investment Style
13.2.8. Market Revenue and Forecast, by Investor Type
13.2.9. Germany
13.2.9.1. Market Revenue and Forecast, by Investment Strategy
13.2.9.2. Market Revenue and Forecast, by Type
13.2.9.3. Market Revenue and Forecast, by Distribution Channel
13.2.10. Market Revenue and Forecast, by Investment Style
13.2.11. Market Revenue and Forecast, by Investor Type
13.2.12. France
13.2.12.1. Market Revenue and Forecast, by Investment Strategy
13.2.12.2. Market Revenue and Forecast, by Type
13.2.12.3. Market Revenue and Forecast, by Distribution Channel
13.2.12.4. Market Revenue and Forecast, by Investment Style
13.2.13. Market Revenue and Forecast, by Investor Type
13.2.14. Rest of Europe
13.2.14.1. Market Revenue and Forecast, by Investment Strategy
13.2.14.2. Market Revenue and Forecast, by Type
13.2.14.3. Market Revenue and Forecast, by Distribution Channel
13.2.14.4. Market Revenue and Forecast, by Investment Style
13.2.15. Market Revenue and Forecast, by Investor Type
13.3. APAC
13.3.1. Market Revenue and Forecast, by Investment Strategy
13.3.2. Market Revenue and Forecast, by Type
13.3.3. Market Revenue and Forecast, by Distribution Channel
13.3.4. Market Revenue and Forecast, by Investment Style
13.3.5. Market Revenue and Forecast, by Investor Type
13.3.6. India
13.3.6.1. Market Revenue and Forecast, by Investment Strategy
13.3.6.2. Market Revenue and Forecast, by Type
13.3.6.3. Market Revenue and Forecast, by Distribution Channel
13.3.6.4. Market Revenue and Forecast, by Investment Style
13.3.7. Market Revenue and Forecast, by Investor Type
13.3.8. China
13.3.8.1. Market Revenue and Forecast, by Investment Strategy
13.3.8.2. Market Revenue and Forecast, by Type
13.3.8.3. Market Revenue and Forecast, by Distribution Channel
13.3.8.4. Market Revenue and Forecast, by Investment Style
13.3.9. Market Revenue and Forecast, by Investor Type
13.3.10. Japan
13.3.10.1. Market Revenue and Forecast, by Investment Strategy
13.3.10.2. Market Revenue and Forecast, by Type
13.3.10.3. Market Revenue and Forecast, by Distribution Channel
13.3.10.4. Market Revenue and Forecast, by Investment Style
13.3.10.5. Market Revenue and Forecast, by Investor Type
13.3.11. Rest of APAC
13.3.11.1. Market Revenue and Forecast, by Investment Strategy
13.3.11.2. Market Revenue and Forecast, by Type
13.3.11.3. Market Revenue and Forecast, by Distribution Channel
13.3.11.4. Market Revenue and Forecast, by Investment Style
13.3.11.5. Market Revenue and Forecast, by Investor Type
13.4. MEA
13.4.1. Market Revenue and Forecast, by Investment Strategy
13.4.2. Market Revenue and Forecast, by Type
13.4.3. Market Revenue and Forecast, by Distribution Channel
13.4.4. Market Revenue and Forecast, by Investment Style
13.4.5. Market Revenue and Forecast, by Investor Type
13.4.6. GCC
13.4.6.1. Market Revenue and Forecast, by Investment Strategy
13.4.6.2. Market Revenue and Forecast, by Type
13.4.6.3. Market Revenue and Forecast, by Distribution Channel
13.4.6.4. Market Revenue and Forecast, by Investment Style
13.4.7. Market Revenue and Forecast, by Investor Type
13.4.8. North Africa
13.4.8.1. Market Revenue and Forecast, by Investment Strategy
13.4.8.2. Market Revenue and Forecast, by Type
13.4.8.3. Market Revenue and Forecast, by Distribution Channel
13.4.8.4. Market Revenue and Forecast, by Investment Style
13.4.9. Market Revenue and Forecast, by Investor Type
13.4.10. South Africa
13.4.10.1. Market Revenue and Forecast, by Investment Strategy
13.4.10.2. Market Revenue and Forecast, by Type
13.4.10.3. Market Revenue and Forecast, by Distribution Channel
13.4.10.4. Market Revenue and Forecast, by Investment Style
13.4.10.5. Market Revenue and Forecast, by Investor Type
13.4.11. Rest of MEA
13.4.11.1. Market Revenue and Forecast, by Investment Strategy
13.4.11.2. Market Revenue and Forecast, by Type
13.4.11.3. Market Revenue and Forecast, by Distribution Channel
13.4.11.4. Market Revenue and Forecast, by Investment Style
13.4.11.5. Market Revenue and Forecast, by Investor Type
13.5. Latin America
13.5.1. Market Revenue and Forecast, by Investment Strategy
13.5.2. Market Revenue and Forecast, by Type
13.5.3. Market Revenue and Forecast, by Distribution Channel
13.5.4. Market Revenue and Forecast, by Investment Style
13.5.5. Market Revenue and Forecast, by Investor Type
13.5.6. Brazil
13.5.6.1. Market Revenue and Forecast, by Investment Strategy
13.5.6.2. Market Revenue and Forecast, by Type
13.5.6.3. Market Revenue and Forecast, by Distribution Channel
13.5.6.4. Market Revenue and Forecast, by Investment Style
13.5.7. Market Revenue and Forecast, by Investor Type
13.5.8. Rest of LATAM
13.5.8.1. Market Revenue and Forecast, by Investment Strategy
13.5.8.2. Market Revenue and Forecast, by Type
13.5.8.3. Market Revenue and Forecast, by Distribution Channel
13.5.8.4. Market Revenue and Forecast, by Investment Style
13.5.8.5. Market Revenue and Forecast, by Investor Type
14.1. Black Rock
14.1.1. Company Overview
14.1.2. Product Offerings
14.1.3. Financial Performance
14.1.4. Recent Initiatives
14.2. UTI Mutual Fund
14.2.1. Company Overview
14.2.2. Product Offerings
14.2.3. Financial Performance
14.2.4. Recent Initiatives
14.3. Morgan Stanley
14.3.1. Company Overview
14.3.2. Product Offerings
14.3.3. Financial Performance
14.3.4. Recent Initiatives
14.4. PIMCO
14.4.1. Company Overview
14.4.2. Product Offerings
14.4.3. Financial Performance
14.4.4. Recent Initiatives
14.5. DSP Mutual Fund
14.5.1. Company Overview
14.5.2. Product Offerings
14.5.3. Financial Performance
14.5.4. Recent Initiatives
14.6. Trustee
14.6.1. Company Overview
14.6.2. Product Offerings
14.6.3. Financial Performance
14.6.4. Recent Initiatives
14.7. JPMorgan Chase & Co
14.7.1. Company Overview
14.7.2. Product Offerings
14.7.3. Financial Performance
14.7.4. Recent Initiatives
14.8. Capital Group
14.8.1. Company Overview
14.8.2. Product Offerings
14.8.3. Financial Performance
14.8.4. Recent Initiatives
14.9. Vanguard
14.9.1. Company Overview
14.9.2. Product Offerings
14.9.3. Financial Performance
14.9.4. Recent Initiatives
15.1. Primary Research
15.2. Secondary Research
15.3. Assumptions
16.1. About Us
16.2. Glossary of Terms
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