Statistical Report

Release: Active and Index Investing, June 2026

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

Washington, DC; July 31, 2026The combined assets of the nation’s active mutual funds and ETFs increased by $85.12 billion, or 0.5%, to $18.83 trillion in June while the combined assets of the nation’s indexed mutual funds and ETFs increased by $59.04 billion, or 0.3%, to $21.88 trillion in June 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
Jun 2026

Index
Jun 2026

Index as a
 % of Total

Equity

 

 

 

     Domestic equity

8,615.8

15,215.3

63.8

     World equity

3,297.1

3,414.8

50.9

Hybrid

1,799.4

87.9

4.7

Bond

5,117.9

3,162.3

38.2

Total

18,830.2

21,880.3

53.7

* 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
Jun 2026

Active
May 2026

Index
Jun 2026

Index
May 2026

Equity

 

 

 

 

     Domestic equity

-24,367

-27,099

65,268

33,209

     World equity

-12,122

-4,946

14,443

2,205

Hybrid

-7,309

-2,763

-630

-428

Bond

36,016

45,819

40,238

61,482

Total

-7,782

11,011

119,319

96,469

* 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 $7.78 billion in June versus an inflow of $11.01 billion in May, while long-term index funds had a net inflow of $119.32 billion in June versus an inflow of $96.47 billion in May.

Active funds
Equity funds posted an outflow of $36.49 billion in June, compared with an outflow of $32.05 billion in May. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an outflow of $12.12 billion in June, versus an outflow of $4.95 billion in May. Funds that invest primarily in the United States had an outflow of $24.37 billion in June, versus an outflow of $27.10 billion in May.
Hybrid funds posted an outflow of $7.31 billion in June, compared with an outflow of $2.76 billion in May.
Bond funds had an inflow of $36.02 billion in June, compared with an inflow of $45.82 billion in May.

Index funds
Equity funds posted an inflow of $79.71 billion in June, compared with an inflow of $35.41 billion in May. Among equity funds, world equity funds (U.S. funds that invest primarily overseas) posted an inflow of $14.44 billion in June, versus an inflow of $2.21 billion in May. Funds that invest primarily in the United States had an inflow of $65.27 billion in June, versus an inflow of $33.21 billion in May.
Hybrid funds posted an outflow of $630 million in June, compared with an outflow of $428 million in May.
Bond funds had an inflow of $40.24 billion in June, compared with an inflow of $61.48 billion in May.

Number of Long-Term Mutual Funds and ETFs*

 

Active
Jun 2026

Active
May 2026

Index
Jun 2026

Index
May 2026

Equity

 

 

 

 

     Domestic equity

4,187

4,073

1,361

1,351

     World equity

1,508

1,493

690

688

Hybrid

683

683

33

32

Bond

2,343

2,338

506

501

Total

8,721

8,587

2,590

2,572

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

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