Statistical Report

Release: Active and Index Investing, March 2026

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Active and Index Combined Long-Term Mutual Funds and Exchange-Traded Funds (ETFs): March 2026

Washington, DC; April 30, 2026—The combined assets of the nation’s active mutual funds and ETFs decreased by $889.71 billion, or 4.9 percent, to $17.12 trillion in March while the combined assets of the nation’s indexed mutual funds and ETFs decreased by $973.78 billion, or 4.9 percent, to $19.09 trillion in March 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
Mar 2026
Index
Mar 2026
Index as a
 % of Total
Equity      

Domestic equity

7,537.8 12,945.7 63.2

World equity

2,936.4 3,039.4 50.9
Hybrid 1,693.8 82.8 4.7
Bond 4,950.0 3,022.5 37.9
Total 17,117.9 19,090.4 52.7

* 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
Mar 2026
Active
Feb 2026
Index
Mar 2026
Index
Feb 2026
Equity        

Domestic equity

-22,251 -29,807 31,463 32,691

World equity

-406 3,073 13,219 35,152
Hybrid -9,939 -1,985 -696 -156
Bond 6,723 63,396 30,045 41,368
Total -25,872 34,676 74,032 109,056

* 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 $25.87 billion in March versus an inflow of $34.68 billion in February, while long-term index funds had a net inflow of $74.03 billion in March versus an inflow of $109.06 billion in February.

Active funds
Equity funds posted an outflow of $22.66 billion in March, compared with an outflow of $26.73 billion in February. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an outflow of $406 million in March, versus an inflow of $3.07 billion in February. Funds that invest primarily in the United States had an outflow of $22.25 billion in March, versus an outflow of $29.81 billion in February.

Hybrid funds posted an outflow of $9.94 billion in March, compared with an outflow of $1.99 billion in February.

Bond funds had an inflow of $6.72 billion in March, compared with an inflow of $63.40 billion in February.

Index funds
Equity funds posted an inflow of $44.68 billion in March, compared with an inflow of $67.84 billion in February. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an inflow of $13.22 billion in March, versus an inflow of $35.15 billion in February. Funds that invest primarily in the United States had an inflow of $31.46 billion in March, versus an inflow of $32.69 billion in February.

Hybrid funds posted an outflow of $696 million in March, compared with an outflow of $156 million in February.

Bond funds had an inflow of $30.05 billion in March, compared with an inflow of $41.37 billion in February.

Number of Long-Term Mutual Funds and ETFs*
  Active
Mar 2026
Active
Feb 2026
Index
Mar 2026
Index
Feb 2026
Equity        

Domestic equity

3,964 3,948 1,338 1,326

World equity

1,500 1,492 684 686
Hybrid 680 681 32 32
Bond 2,324 2,323 501 481
Total 8,468 8,444 2,555 2,525

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

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