Statistical Report

Release: Active and Index Investing, November 2025

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Active and Index Combined Long-Term Mutual Funds and Exchange-Traded Funds (ETFs): November 2025

Washington, DC; December 31, 2025The combined assets of the nation’s active mutual funds and ETFs increased by $47.26 billion, or 0.3 percent, to $17.46 trillion in November while the combined assets of the nation’s indexed mutual funds and ETFs increased by $119.86 billion, or 0.6 percent, to $19.12 trillion in November according to the Investment Company Institute’s official survey of the mutual fund and ETF industry.

Total Net Assets Long-Term Mutual Funds and ETFs*
Billions of dollars

 

Active
Nov 2025

Index
Nov 2025

Index as a
 % of Total

Equity

 

 

 

     Domestic equity

8,000.9

13,297.5

62.4

     World equity

2,927.6

2,827.6

49.1

Hybrid

1,713.1

88.3

4.9

Bond

4,814.6

2,905.5

37.6

Total

17,456.2

19,118.8

52.3

* Data for funds that invest primarily in other mutual funds were excluded from the series.
Note: Components may not add to the total because of rounding.

Flows of Long-Term Mutual Funds and ETFs*
Millions of dollars

 

Active
Nov 2025

Active
Oct 2025

Index
Nov 2025

Index
Oct 2025

Equity

 

 

 

 

     Domestic equity

-43,339

-50,282

45,610

37,535

     World equity

-3,335

-5,951

21,785

22,586

Hybrid

-8,548

-6,795

-265

-175

Bond

25,462

32,422

27,547

41,752

Total

-29,761

-30,606

94,677

101,697

* Data for funds that invest primarily in other mutual funds were excluded from the series.
Note: Components may not add to the total because of rounding.

Highlights: Long-term active funds—equity, hybrid, and bond funds—had a net outflow of $29.76 billion in November versus an outflow of $30.61 billion in October, while long-term index funds had a net inflow of $94.68 billion in November versus an inflow of $101.70 billion in October.

Active funds
Equity funds posted an outflow of $46.67 billion in November, compared with an outflow of $56.23 billion in October. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an outflow of $3.34 billion in November, versus an outflow of $5.95 billion in October. Funds that invest primarily in the United States had an outflow of $43.34 billion in November, versus an outflow of $50.28 billion in October.

Hybrid funds posted an outflow of $8.55 billion in November, compared with an outflow of $6.79 billion in October.

Bond funds had an inflow of $25.46 billion in November, compared with an inflow of $32.42 billion in October.

Index funds
Equity funds posted an inflow of $67.39 billion in November, compared with an inflow of $60.12 billion in October. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an inflow of $21.79 billion in November, versus an inflow of $22.59 billion in October. Funds that invest primarily in the United States had an inflow of $45.61 billion in November, versus an inflow of $37.53 billion in October.

Hybrid funds posted an outflow of $265 million in November, compared with an outflow of $175 million in October.

Bond funds had an inflow of $27.55 billion in November, compared with an inflow of $41.75 billion in October.

Number of Long-Term Mutual Funds and ETFs*

 

Active
Nov 2025

Active
Oct 2025

Index
Nov 2025

Index
Oct 2025

Equity

 

 

 

 

     Domestic equity

3,837

3,785

1,302

1,289

     World equity

1,492

1,493

682

676

Hybrid

677

676

30

30

Bond

2,304

2,298

476

475

Total

8,310

8,252

2,490

2,470

* Data for funds that invest primarily in other mutual funds were excluded from the series.

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