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Open-End Investment Funds in the US - Industry Market Research Report

  • ID: 239639
  • Report
  • August 2019
  • Region: United States
  • 35 pages
  • IBISWorld
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Good credit: Competitive pressures and the shift toward low-fee exchange-traded funds will temper growth

FEATURED COMPANIES

  • Fidelity Investments Inc.
  • Vanguard Group Inc.
  • MORE

Open-End Investment Funds in the US

The Open-End Investment Funds industry has slightly declined in recent years, despite substantial growth in financial markets. The industry offers financial products such as mutual funds, exchange-traded funds (ETFs) and money market funds to investors in financial markets, generating revenue through individual funds' expense ratios, or fees charged to investors for the management of their money within the funds. Industry revenue has declined despite overall asset growth, as operators have been forced to lower fees to meet shifting consumer preferences. As underlying financial market conditions improve, investor inflows are forecast to drive industry assets up over the five years to 2024. Revenue growth is expected to trend in line with asset growth. The importance of investment companies will continue to grow, with mutual funds and ETFs representing key channels for individual and institutional investors to access financial markets.

This industry comprises legal entities (funds) that earn fees by pooling and investing money, giving the investors rights to a proportional share of the fund performance. Ownership shares of these funds are sold to the public in initial public offerings with additional shares offered continuously. Investors redeem the shares at prices determined by the fund’s net asset value or market value. This report focuses on mutual funds and exchange-traded funds.

This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.

Note: Product cover images may vary from those shown
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FEATURED COMPANIES

  • Fidelity Investments Inc.
  • Vanguard Group Inc.
  • MORE
ABOUT THIS INDUSTRY
  • Industry Definition
  • Main Activities
  • Similar Industries
  • Additional Resources
INDUSTRY AT A GLANCE

INDUSTRY PERFORMANCE
  • Executive Summary
  • Key External Drivers
  • Current Performance
  • Industry Outlook
  • Industry Life Cycle
PRODUCTS & MARKETS
  • Supply Chain
  • Products & Services
  • Demand Determinants
  • Major Markets
  • International Trade
  • Business Locations
COMPETITIVE LANDSCAPE
  • Market Share Concentration
  • Key Success Factors
  • Cost Structure Benchmarks
  • Basis of Competition
  • Barriers to Entry
  • Industry Globalization
MAJOR COMPANIES

OPERATING CONDITIONS
  • Capital Intensity
  • Technology & Systems
  • Revenue Volatility
  • Regulation & Policy
  • Industry Assistance
KEY STATISTICS
  • Industry Data
  • Annual Change
  • Key Ratios
JARGON & GLOSSARY
Note: Product cover images may vary from those shown
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  • Vanguard Group Inc.
  • Fidelity Investments Inc.
  • Capital Group Companies Inc.
Note: Product cover images may vary from those shown
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