Open-End Investment Funds in the US
The Open-End Investment Funds industry has slightly declined in recent years, despite substantial growth in financial markets. The industry offers financial products such as mutual funds, exchange-traded funds (ETFs) and money market funds to investors in financial markets, generating revenue through individual funds' expense ratios, or fees charged to investors for the management of their money within the funds. Industry revenue has declined despite overall asset growth, as operators have been forced to lower fees to meet shifting consumer preferences. As underlying financial market conditions improve, investor inflows are forecast to drive industry assets up over the five years to 2024. Revenue growth is expected to trend in line with asset growth. The importance of investment companies will continue to grow, with mutual funds and ETFs representing key channels for individual and institutional investors to access financial markets.
This industry comprises legal entities (funds) that earn fees by pooling and investing money, giving the investors rights to a proportional share of the fund performance. Ownership shares of these funds are sold to the public in initial public offerings with additional shares offered continuously. Investors redeem the shares at prices determined by the fund’s net asset value or market value. This report focuses on mutual funds and exchange-traded funds.
This report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecasts, growth rates and an analysis of the industry key players and their market shares.
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