21_ici_middle_banner_statistics.jpg

RELEASE

Active and Index Investing

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

Washington, DC; June 30, 2025—The combined assets of the nation’s active mutual funds and ETFs increased by $585.42 billion, or 3.8 percent, to $15.88 trillion in May while the combined assets of the nation’s indexed mutual funds and ETFs increased by $826.85 billion, or 5.2 percent, to $16.79 trillion in May 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
May 2025
Index
May 2025
Index as a
 % of Total

Equity

   

Domestic equity

7,237.911,668.861.7

World equity

2,644.82,407.947.7

Hybrid

1,575.882.14.9

Bond

4,426.12,635.237.3

Total

15,884.616,793.951.4

* 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
May 2025
Active
Apr 2025
Index
May 2025
Index
Apr 2025

Equity

    

Domestic equity

-24,196-24,1666,20535,926

World equity

-8,390-12,08911,8441,089

Hybrid

-6,063-12,897-225-812

Bond

28,438-41,86830,333-11,184

Total

-10,211-91,02048,15725,018

* 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 $10.21 billion in May versus an outflow of $91.02 billion in April, while long-term index funds had a net inflow of $48.16 billion in May versus an inflow of $25.02 billion in April.

Active funds
Equity funds posted an outflow of $32.59 billion in May, compared with an outflow of $36.26 billion in April. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an outflow of $8.39 billion in May, versus an outflow of $12.09 billion in April. Funds that invest primarily in the United States had an outflow of $24.20 billion in May, versus an outflow of $24.17 billion in April.

Hybrid funds posted an outflow of $6.06 billion in May, compared with an outflow of $12.90 billion in April.

Bond funds had an inflow of $28.44 billion in May, compared with an outflow of $41.87 billion in April.

Index funds
Equity funds posted an inflow of $18.05 billion in May, compared with an inflow of $37.02 billion in April. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an inflow of $11.84 billion in May, versus an inflow of $1.09 billion in April. Funds that invest primarily in the United States had an inflow of $6.21 billion in May, versus an inflow of $35.93 billion in April.

Hybrid funds posted an outflow of $225 million in May, compared with an outflow of $812 million in April.

Bond funds had an inflow of $30.33 billion in May, compared with an outflow of $11.18 billion in April.

Number of Long-Term Mutual Funds and ETFs* 
 Active
May 2025
Active
Apr 2025
Index
May 2025
Index
Apr 2025

Equity

    

Domestic equity

3,5333,5131,2751,275

World equity

1,5021,502673674

Hybrid

6726803131

Bond

2,3032,301464463

Total

8,0107,9962,4432,443

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

About ICI’s Data

Data for prior dates reflect revisions due to data adjustments, reclassifications, and changes in the number of funds reporting. For more information about ICI data and classifications, please visit our FAQs.

If you have any questions or would like to request additional comments on this or data on another topic, please contact a member of ICI’s Media Relations team at media@ici.org.

ICI Members: For information about data, call 202-326-5800 and ask for Statistical Services. To obtain data electronically, contact webmaster@ici.org. To subscribe to this report, contact Member Services at icimemberservices@ici.org.