US Mutual Fund Market to Reach USD 39.22 Trillion by 2030, Driven by Fee Compression and Regulatory Changes

Mordor Intelligence has published a new report on the US Mutual Fund Market, offering a comprehensive analysis of trends, growth drivers, and future projections.

US Mutual Fund Market Overview

The US mutual fund market commands assets of USD 30.09 trillion in 2025 and is forecasted to reach USD 39.22 trillion by 2030, expanding to a 5.44% CAGR. As investors seek diverse options and cost-efficient solutions, the US Mutual Fund Market size is becoming more competitive, with firms leveraging both traditional and digital distribution channels to attract retail and institutional clients.

The United States Mutual Fund Market share indicates that retail investors dominate the landscape, accounting for a significant portion of overall assets, while institutional participation continues to grow gradually.

Report Overview: https://www.mordorintelligence.com/industry-reports/us-mutual-funds-industry?utm_source=openpr

Key Trends in the US Mutual Fund Market

1. Fee Compression and Competitive Pressure from Index Funds

Fee compression from index-fund competition is driving fund managers to lower fees, focus on service, technology, and niche strategies, challenging mid-sized managers while benefiting boutique funds.

2. Regulatory Changes and Growth in Retirement Plan Participation

Automatic 401(k) and IRA enrollment under SECURE Act 2.0 boosts mutual fund inflows, encourages long-term asset growth, and expanded DC plan eligibility strengthens the US Mutual Fund Market size.

3. Fund Structure Innovations and Tax-Efficient Investment Options

ETF share-class conversions offer tax-efficient alternatives, helping fund managers retain assets, minimize capital gains, and innovate offerings, benefiting both actively managed funds and retail and institutional investors.

4. Investor Behavior and Role of Financial Advisors in Fund Selection

Advisor-driven fund selection shapes investment decisions, with advisors favoring active-passive strategies, supporting diversified portfolios, and emphasizing personalized services, reflecting evolving preferences in the United States Mutual Fund Market share.

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US Mutual Fund Market Segmentation

By Fund Type:

Equity

Bond

Hybrid

Money Market

Others

By Investor Type:

Retail

Institutional

By Management Style:

Active

Passive

By Distribution Channel:

Online Trading Platform

Banks

Securities Firm

Others

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Key Players in the United States Mutual Fund Market

BlackRock Asset Management - A leading global asset manager known for its iShares ETF platform and diversified mutual fund offerings.

The Vanguard Group - Renowned for low-cost index funds and ETFs, focusing on long-term investment solutions for retail and institutional clients.

State Street Global Advisors - Offers a wide range of mutual funds and ETFs, emphasizing institutional investment strategies and asset management solutions.

Fidelity Investments - Provides actively managed mutual funds, retirement solutions, and wealth management services to retail and institutional investors.

Capital Group (American Funds) - Specializes in actively managed mutual funds, delivering long-term growth-focused investment strategies for individual and institutional clients.

Explore more insights on US Mutual Fund Market competitive landscape: https://www.mordorintelligence.com/industry-reports/us-mutual-funds-industry/companies?utm_source=openpr

Conclusion

The US Mutual Fund Market is poised for continued growth through 2030, driven by regulatory support, evolving investor behavior, and innovative product offerings. Considering these factors, the United States mutual fund market trends indicate a diversification of investor preferences as both retail and institutional participants seek flexible, tax-efficient, and cost-effective investment options.

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Industry Related Reports:

India Mutual Fund Market

The India mutual fund market is valued at USD 0.85 trillion in 2025 and is expected to reach USD 1.17 trillion by 2030, growing at a 6.62% CAGR. Growth is driven by increasing retail investor participation and rising adoption of systematic investment plans (SIPs), supported by regulatory initiatives and expanding financial awareness across the country.

Get more insights: https://www.mordorintelligence.com/industry-reports/india-mutual-fund-industry?utm_source=openpr

North America Mutual Fund Market

The North American mutual fund market is valued at USD 32.71 trillion in 2025 and is projected to reach USD 42.79 trillion by 2030, growing at a 5.52% CAGR. Market growth is supported by rising adoption of passive funds, fee compression strategies by fund managers, and increasing participation from both retail and institutional investors.

Get more insights: https://www.mordorintelligence.com/industry-reports/north-america-mutual-fund-industry?utm_source=openpr

Europe Mutual Fund Market

The Europe Mutual Fund Market is valued at USD 41.54 trillion in 2025 and is expected to reach USD 49.53 trillion by 2030, growing at a 3.58% CAGR. Market growth is driven by increasing investor preference for low-cost index funds and the rising adoption of ESG-focused investment strategies across retail and institutional segments.

Get more insights: https://www.mordorintelligence.com/industry-reports/europe-mutual-fund-industry?utm_source=openpr

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This release was published on openPR.