Latest Industry Statistical Trends

Institute staff compile, verify for accuracy, and release a wide range of statistics on mutual funds, exchange-traded funds, closed-end funds, and unit investment trust sponsors.

The Institute also regularly compiles and releases specialized statistical reports that examine the presence of mutual funds in the retirement, institutional, and global markets. The Mutual Fund Fact Book provides the latest year-end statistical information on the investment company industry.

MUTUAL FUNDS

EXCHANGE-TRADED FUNDS

CLOSED-END FUNDS

UNIT INVESTMENT TRUSTS

RETIREMENT MARKET

EDUCATION SAVINGS MARKET

INSTITUTIONAL MARKET

WORLDWIDE MARKET

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