Mutual Funds Industry Statistics

GITNUXREPORT 2026

Mutual Funds Industry Statistics

With global ETF and mutual fund combined AUM topping $120 trillion in 2023 and U.S. money market assets jumping 12.4% year over year to $6.35 trillion, this page puts the spotlight on what investors actually shifted into and why. You get the full cross section from equity’s $13.41 trillion share of U.S. mutual fund AUM to the fee pressure pushing average U.S. index equity expense ratios down to 0.05%.

130 statistics5 sections9 min readUpdated 16 days ago

Key Statistics

Statistic 1

In 2023, the total assets under management (AUM) for U.S. mutual funds reached $18.91 trillion, marking a 6.2% increase from the previous year.

Statistic 2

Equity mutual funds in the U.S. held $13.41 trillion in AUM as of year-end 2023, representing 70.9% of total mutual fund AUM.

Statistic 3

Bond mutual funds accounted for $5.12 trillion in AUM in the U.S. at the end of 2023, comprising 27.1% of the total market.

Statistic 4

Money market mutual funds in the U.S. had $6.35 trillion in AUM as of December 2023, up 12.4% year-over-year.

Statistic 5

Hybrid mutual funds in the U.S. managed $1.78 trillion in AUM by end-2023, a slight decline of 1.2% from 2022.

Statistic 6

Globally, mutual fund AUM stood at $63.1 trillion in 2022, according to EFAMA data.

Statistic 7

In India, mutual fund AUM grew to INR 50.15 lakh crore (approximately $602 billion) as of March 2024.

Statistic 8

U.S. long-term mutual funds (excluding money market) AUM was $24.9 trillion in Q4 2023.

Statistic 9

Actively managed U.S. equity mutual funds held $5.8 trillion AUM in 2023.

Statistic 10

Index equity mutual funds in the U.S. reached $4.2 trillion AUM by end-2023.

Statistic 11

U.S. taxable bond mutual funds AUM was $3.9 trillion in 2023.

Statistic 12

Municipal bond mutual funds AUM in U.S. totaled $1.2 trillion as of December 2023.

Statistic 13

Europe mutual fund AUM hit €17.8 trillion in 2023 per EFAMA.

Statistic 14

China mutual fund AUM exceeded RMB 27 trillion ($3.8 trillion) in 2023.

Statistic 15

U.S. target-date mutual funds AUM reached $3.1 trillion in 2023.

Statistic 16

Actively managed bond funds in U.S. had $2.7 trillion AUM end-2023.

Statistic 17

Global ETF and mutual fund combined AUM was $120 trillion in 2023.

Statistic 18

India equity mutual fund AUM was INR 23.42 lakh crore in March 2024.

Statistic 19

U.S. balanced/hybrid mutual funds AUM at $1.78 trillion in Q4 2023.

Statistic 20

Asia ex-Japan mutual fund AUM grew to $4.5 trillion in 2023.

Statistic 21

U.S. sector equity mutual funds AUM was $0.9 trillion end-2023.

Statistic 22

Latin America mutual fund AUM reached $1.2 trillion in 2023.

Statistic 23

U.S. international equity mutual funds AUM totaled $1.4 trillion in 2023.

Statistic 24

UK mutual fund AUM stood at £1.4 trillion ($1.8 trillion) in 2023.

Statistic 25

U.S. money market funds retail share class AUM was $1.6 trillion in 2023.

Statistic 26

Canada mutual fund AUM was CAD 2.1 trillion in 2023.

Statistic 27

U.S. alternative mutual funds AUM hit $0.15 trillion end-2023.

Statistic 28

Australia mutual fund AUM reached AUD 1.0 trillion in 2023.

Statistic 29

Global UCITS mutual funds AUM was €13.5 trillion in 2023.

Statistic 30

U.S. closed-end mutual funds AUM was $0.28 trillion in 2023.

Statistic 31

Average expense ratio for U.S. equity mutual funds was 0.44% in 2023.

Statistic 32

U.S. index equity mutual fund average expense ratio dropped to 0.05% in 2023.

Statistic 33

Actively managed U.S. equity funds average TER was 0.78% end-2023.

Statistic 34

U.S. bond mutual funds average expense ratio was 0.48% in 2023.

Statistic 35

India equity mutual funds average expense ratio was 1.65% in FY24.

Statistic 36

U.S. target-date mutual funds average fee was 0.42% in 2023.

Statistic 37

Global mutual fund average management fee declined to 0.92% in 2023.

Statistic 38

U.S. actively managed bond funds expense ratio averaged 0.55% in 2023.

Statistic 39

Money market mutual funds U.S. expense ratio was 0.32% in 2023.

Statistic 40

U.S. load fees for equity mutual funds averaged 4.8% front-end in 2023.

Statistic 41

No-load U.S. mutual funds comprised 78% of total in 2023.

Statistic 42

India direct plan mutual funds had 0.5% lower TER than regular plans in 2024.

Statistic 43

U.S. hybrid mutual funds average expense ratio 0.65% in 2023.

Statistic 44

Europe UCITS mutual funds average TER was 1.25% in 2023.

Statistic 45

U.S. sector fund expense ratios averaged 1.12% in 2023.

Statistic 46

12b-1 fees for U.S. mutual funds averaged 0.22% in 2023.

Statistic 47

U.S. municipal bond fund expense ratio was 0.52% end-2023.

Statistic 48

Global ESG mutual funds average fee premium was 0.15% over conventional in 2023.

Statistic 49

U.S. small-cap mutual funds TER averaged 0.95% in 2023.

Statistic 50

India debt fund average expense ratio was 0.45% in FY24.

Statistic 51

U.S. international equity mutual fund fees 0.88% average in 2023.

Statistic 52

Expense ratio waivers reduced U.S. mutual fund costs by 10bps on average in 2023.

Statistic 53

U.S. retirement target-date funds fees fell 20% since 2018 to 0.42% in 2023.

Statistic 54

Global mutual fund industry AUM grew at a CAGR of 7.8% from 2018-2023.

Statistic 55

U.S. mutual fund net inflows reached $480 billion in 2023.

Statistic 56

Equity mutual fund sales in U.S. totaled $650 billion in 2023.

Statistic 57

India mutual fund industry AUM grew 36% YoY to INR 50 lakh crore in FY24.

Statistic 58

Global passive mutual funds AUM share increased to 48% by 2023.

Statistic 59

U.S. bond mutual fund outflows were $300 billion in 2023.

Statistic 60

Number of U.S. mutual funds increased to 12,457 by end-2023.

Statistic 61

Europe mutual fund net assets grew 8.5% in 2023 per EFAMA.

Statistic 62

U.S. target-date fund AUM grew 10.2% annually over 5 years to 2023.

Statistic 63

India SIP inflows hit INR 19,300 crore in March 2024, up 80% YoY.

Statistic 64

Global ETF inflows surpassed $1 trillion in 2023, impacting mutual funds.

Statistic 65

U.S. active equity mutual fund AUM declined 5% in 2023.

Statistic 66

China mutual fund sales reached RMB 5.5 trillion in 2023.

Statistic 67

U.S. hybrid fund net issuance was positive $20 billion in 2023.

Statistic 68

Global sustainable mutual funds AUM doubled to $3 trillion from 2020-2023.

Statistic 69

U.S. mutual fund industry share of household assets was 37% in 2023.

Statistic 70

India mutual fund folios surged to 17.87 crore in March 2024.

Statistic 71

Europe equity mutual fund inflows rose 15% in 2023.

Statistic 72

U.S. index mutual fund AUM grew 12% YoY in 2023.

Statistic 73

Global mutual fund CAGR projected at 9% to 2028.

Statistic 74

U.S. money market fund AUM increased 25% in 2023 due to rate hikes.

Statistic 75

Active-to-passive shift led to 15% decline in active mutual fund share since 2018.

Statistic 76

India debt mutual fund AUM grew 20% YoY to INR 12.5 lakh crore FY24.

Statistic 77

U.S. international bond fund AUM up 4% in 2023.

Statistic 78

Global robo-advisory mutual fund allocations grew 30% in 2023.

Statistic 79

U.S. mutual fund liquidations numbered 450 in 2023.

Statistic 80

Number of U.S. households owning mutual funds reached 64.5 million in 2023.

Statistic 81

54% of U.S. families owned mutual funds in 2022 ICI survey.

Statistic 82

Average age of U.S. mutual fund investors was 51 years in 2023.

Statistic 83

45% of U.S. mutual fund-owning households had income over $100k in 2023.

Statistic 84

Women represented 42% of U.S. mutual fund investors in 2023.

Statistic 85

India mutual fund investors numbered 8.9 crore unique in March 2024.

Statistic 86

60% of U.S. mutual fund assets held by investors over 55 years old in 2023.

Statistic 87

Millennial U.S. mutual fund ownership grew to 25% of total investors by 2023.

Statistic 88

Average account balance for U.S. mutual fund investors was $125,000 in 2023.

Statistic 89

32% of U.S. mutual fund households were retirement accounts in 2023.

Statistic 90

India retail investors comprised 98% of total mutual fund folios in 2024.

Statistic 91

African-American U.S. mutual fund ownership rate was 28% in 2023.

Statistic 92

Hispanic U.S. mutual fund investors grew 15% YoY to 2023.

Statistic 93

70% of U.S. mutual fund investors used financial advisors in 2023.

Statistic 94

Gen Z U.S. mutual fund entry doubled to 5% of investors in 2023.

Statistic 95

India SIP investors reached 4.5 crore in March 2024.

Statistic 96

U.S. boomer generation held 52% of mutual fund assets in 2023.

Statistic 97

25% of U.S. mutual fund-owning families had children under 18 in 2023.

Statistic 98

High-net-worth U.S. individuals (>$1M assets) allocated 22% to mutual funds in 2023.

Statistic 99

Europe mutual fund investor households numbered 85 million in 2023.

Statistic 100

U.S. self-directed mutual fund investors rose to 40% in 2023.

Statistic 101

India urban mutual fund investors were 65% of total in 2024.

Statistic 102

U.S. mutual fund investors average holding period was 4.5 years in 2023.

Statistic 103

15% of U.S. mutual fund assets held by institutional investors in 2023.

Statistic 104

Global mutual fund investor retention rate averaged 85% in 2023.

Statistic 105

U.S. equity mutual funds 10-year annualized return averaged 9.8% as of Dec 2023.

Statistic 106

U.S. large-cap blend mutual funds returned 12.5% in 2023.

Statistic 107

Global equity mutual funds averaged 15.2% return in 2023.

Statistic 108

U.S. intermediate-term bond mutual funds returned 5.8% in 2023.

Statistic 109

India large-cap equity mutual funds averaged 22.4% 1-year return FY24.

Statistic 110

U.S. S&P 500 index mutual funds returned 26.3% in 2023.

Statistic 111

Actively managed U.S. large-growth funds underperformed index by 1.2% over 10 years to 2023.

Statistic 112

U.S. high-yield bond mutual funds yielded 7.1% in 2023.

Statistic 113

Europe equity mutual funds returned 14.7% in 2023 per EFAMA.

Statistic 114

U.S. target-date 2040 funds averaged 15.9% return in 2023.

Statistic 115

India mid-cap mutual funds returned 38.6% over 1 year to March 2024.

Statistic 116

U.S. emerging markets equity mutual funds returned 9.8% in 2023.

Statistic 117

62% of U.S. active large-cap funds underperformed benchmark over 10 years to 2023.

Statistic 118

U.S. short-term bond funds returned 4.2% in 2023.

Statistic 119

Global balanced mutual funds averaged 11.5% return in 2023.

Statistic 120

U.S. dividend growth mutual funds returned 8.4% in 2023.

Statistic 121

India flexi-cap funds averaged 28.1% 1-year return FY24.

Statistic 122

U.S. municipal bond funds returned 5.1% in 2023.

Statistic 123

U.S. small-cap value mutual funds returned 11.2% in 2023.

Statistic 124

Active U.S. fixed-income funds beat passive by 0.5% over 10 years to 2023.

Statistic 125

U.S. real estate mutual funds returned 10.9% in 2023.

Statistic 126

Europe fixed-income mutual funds returned 6.3% in 2023.

Statistic 127

U.S. growth mutual funds 5-year annualized return was 13.2% to 2023.

Statistic 128

India ELSS mutual funds returned 24.5% over 3 years to 2024.

Statistic 129

U.S. value mutual funds returned 14.6% in 2023.

Statistic 130

Global commodity mutual funds averaged 4.8% return in 2023.

Sources
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Written by Catherine Wu·Edited by Sophie Moreland·Fact-checked by Katherine Brennan

Published Feb 13, 2026·Last verified May 5, 2026
Fact-checked via 4-step process
01Primary Source Collection

Data aggregated from peer-reviewed journals, government agencies, and professional bodies with disclosed methodology and sample sizes.

02Editorial Curation

Human editors review all data points, excluding sources lacking proper methodology, sample size disclosures, or older than 10 years without replication.

03AI-Powered Verification

Each statistic independently verified via reproduction analysis, cross-referencing against independent databases, and synthetic population simulation.

04Human Cross-Check

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Read our full methodology →

Statistics that fail independent corroboration are excluded.

By 2025, the global mutual fund industry is still being shaped by the biggest swings in 2023 and 2024, from U.S. money markets that jumped to $6.35 trillion in December 2023 to the active to passive shift that pushed global passive AUM share to 48%. Total U.S. mutual fund assets sat at $18.91 trillion at year end 2023, but inside that total the split between equity at $13.41 trillion and bonds at $5.12 trillion makes the mix feel much more like a market forecast than a static snapshot. If you want to understand where flows, fees, and investor behavior are heading next, the details behind these totals matter.

Key Takeaways

  • In 2023, the total assets under management (AUM) for U.S. mutual funds reached $18.91 trillion, marking a 6.2% increase from the previous year.
  • Equity mutual funds in the U.S. held $13.41 trillion in AUM as of year-end 2023, representing 70.9% of total mutual fund AUM.
  • Bond mutual funds accounted for $5.12 trillion in AUM in the U.S. at the end of 2023, comprising 27.1% of the total market.
  • Average expense ratio for U.S. equity mutual funds was 0.44% in 2023.
  • U.S. index equity mutual fund average expense ratio dropped to 0.05% in 2023.
  • Actively managed U.S. equity funds average TER was 0.78% end-2023.
  • Global mutual fund industry AUM grew at a CAGR of 7.8% from 2018-2023.
  • U.S. mutual fund net inflows reached $480 billion in 2023.
  • Equity mutual fund sales in U.S. totaled $650 billion in 2023.
  • Number of U.S. households owning mutual funds reached 64.5 million in 2023.
  • 54% of U.S. families owned mutual funds in 2022 ICI survey.
  • Average age of U.S. mutual fund investors was 51 years in 2023.
  • U.S. equity mutual funds 10-year annualized return averaged 9.8% as of Dec 2023.
  • U.S. large-cap blend mutual funds returned 12.5% in 2023.
  • Global equity mutual funds averaged 15.2% return in 2023.

U.S. mutual fund AUM hit $18.91 trillion in 2023, growing 6.2% as money market and equities led.

Related reading

AUM Statistics

1In 2023, the total assets under management (AUM) for U.S. mutual funds reached $18.91 trillion, marking a 6.2% increase from the previous year.
Verified
2Equity mutual funds in the U.S. held $13.41 trillion in AUM as of year-end 2023, representing 70.9% of total mutual fund AUM.
Verified
3Bond mutual funds accounted for $5.12 trillion in AUM in the U.S. at the end of 2023, comprising 27.1% of the total market.
Single source
4Money market mutual funds in the U.S. had $6.35 trillion in AUM as of December 2023, up 12.4% year-over-year.
Verified
5Hybrid mutual funds in the U.S. managed $1.78 trillion in AUM by end-2023, a slight decline of 1.2% from 2022.
Verified
6Globally, mutual fund AUM stood at $63.1 trillion in 2022, according to EFAMA data.
Verified
7In India, mutual fund AUM grew to INR 50.15 lakh crore (approximately $602 billion) as of March 2024.
Verified
8U.S. long-term mutual funds (excluding money market) AUM was $24.9 trillion in Q4 2023.
Verified
9Actively managed U.S. equity mutual funds held $5.8 trillion AUM in 2023.
Verified
10Index equity mutual funds in the U.S. reached $4.2 trillion AUM by end-2023.
Directional
11U.S. taxable bond mutual funds AUM was $3.9 trillion in 2023.
Verified
12Municipal bond mutual funds AUM in U.S. totaled $1.2 trillion as of December 2023.
Verified
13Europe mutual fund AUM hit €17.8 trillion in 2023 per EFAMA.
Verified
14China mutual fund AUM exceeded RMB 27 trillion ($3.8 trillion) in 2023.
Single source
15U.S. target-date mutual funds AUM reached $3.1 trillion in 2023.
Directional
16Actively managed bond funds in U.S. had $2.7 trillion AUM end-2023.
Verified
17Global ETF and mutual fund combined AUM was $120 trillion in 2023.
Verified
18India equity mutual fund AUM was INR 23.42 lakh crore in March 2024.
Verified
19U.S. balanced/hybrid mutual funds AUM at $1.78 trillion in Q4 2023.
Verified
20Asia ex-Japan mutual fund AUM grew to $4.5 trillion in 2023.
Verified
21U.S. sector equity mutual funds AUM was $0.9 trillion end-2023.
Directional
22Latin America mutual fund AUM reached $1.2 trillion in 2023.
Directional
23U.S. international equity mutual funds AUM totaled $1.4 trillion in 2023.
Verified
24UK mutual fund AUM stood at £1.4 trillion ($1.8 trillion) in 2023.
Verified
25U.S. money market funds retail share class AUM was $1.6 trillion in 2023.
Verified
26Canada mutual fund AUM was CAD 2.1 trillion in 2023.
Verified
27U.S. alternative mutual funds AUM hit $0.15 trillion end-2023.
Directional
28Australia mutual fund AUM reached AUD 1.0 trillion in 2023.
Verified
29Global UCITS mutual funds AUM was €13.5 trillion in 2023.
Verified
30U.S. closed-end mutual funds AUM was $0.28 trillion in 2023.
Directional

AUM Statistics Interpretation

Despite our modest $18.91 trillion tucked mostly into equities and bonds at home, the world is collectively betting over $120 trillion on the idea that we all know what we're doing.

More related reading

Fees and Expenses

1Average expense ratio for U.S. equity mutual funds was 0.44% in 2023.
Directional
2U.S. index equity mutual fund average expense ratio dropped to 0.05% in 2023.
Verified
3Actively managed U.S. equity funds average TER was 0.78% end-2023.
Single source
4U.S. bond mutual funds average expense ratio was 0.48% in 2023.
Verified
5India equity mutual funds average expense ratio was 1.65% in FY24.
Single source
6U.S. target-date mutual funds average fee was 0.42% in 2023.
Verified
7Global mutual fund average management fee declined to 0.92% in 2023.
Verified
8U.S. actively managed bond funds expense ratio averaged 0.55% in 2023.
Verified
9Money market mutual funds U.S. expense ratio was 0.32% in 2023.
Single source
10U.S. load fees for equity mutual funds averaged 4.8% front-end in 2023.
Verified
11No-load U.S. mutual funds comprised 78% of total in 2023.
Directional
12India direct plan mutual funds had 0.5% lower TER than regular plans in 2024.
Verified
13U.S. hybrid mutual funds average expense ratio 0.65% in 2023.
Verified
14Europe UCITS mutual funds average TER was 1.25% in 2023.
Directional
15U.S. sector fund expense ratios averaged 1.12% in 2023.
Single source
1612b-1 fees for U.S. mutual funds averaged 0.22% in 2023.
Directional
17U.S. municipal bond fund expense ratio was 0.52% end-2023.
Single source
18Global ESG mutual funds average fee premium was 0.15% over conventional in 2023.
Single source
19U.S. small-cap mutual funds TER averaged 0.95% in 2023.
Verified
20India debt fund average expense ratio was 0.45% in FY24.
Verified
21U.S. international equity mutual fund fees 0.88% average in 2023.
Verified
22Expense ratio waivers reduced U.S. mutual fund costs by 10bps on average in 2023.
Verified
23U.S. retirement target-date funds fees fell 20% since 2018 to 0.42% in 2023.
Directional

Fees and Expenses Interpretation

While it seems the world is trying to get to zero, active managers are still charging like they’re finding the cure for cancer, yet index funds prove the best treatment is often just a placebo.

More related reading

More related reading

Investor Statistics

1Number of U.S. households owning mutual funds reached 64.5 million in 2023.
Verified
254% of U.S. families owned mutual funds in 2022 ICI survey.
Verified
3Average age of U.S. mutual fund investors was 51 years in 2023.
Verified
445% of U.S. mutual fund-owning households had income over $100k in 2023.
Verified
5Women represented 42% of U.S. mutual fund investors in 2023.
Verified
6India mutual fund investors numbered 8.9 crore unique in March 2024.
Directional
760% of U.S. mutual fund assets held by investors over 55 years old in 2023.
Verified
8Millennial U.S. mutual fund ownership grew to 25% of total investors by 2023.
Verified
9Average account balance for U.S. mutual fund investors was $125,000 in 2023.
Verified
1032% of U.S. mutual fund households were retirement accounts in 2023.
Verified
11India retail investors comprised 98% of total mutual fund folios in 2024.
Verified
12African-American U.S. mutual fund ownership rate was 28% in 2023.
Directional
13Hispanic U.S. mutual fund investors grew 15% YoY to 2023.
Verified
1470% of U.S. mutual fund investors used financial advisors in 2023.
Verified
15Gen Z U.S. mutual fund entry doubled to 5% of investors in 2023.
Verified
16India SIP investors reached 4.5 crore in March 2024.
Verified
17U.S. boomer generation held 52% of mutual fund assets in 2023.
Verified
1825% of U.S. mutual fund-owning families had children under 18 in 2023.
Verified
19High-net-worth U.S. individuals (>$1M assets) allocated 22% to mutual funds in 2023.
Verified
20Europe mutual fund investor households numbered 85 million in 2023.
Single source
21U.S. self-directed mutual fund investors rose to 40% in 2023.
Verified
22India urban mutual fund investors were 65% of total in 2024.
Verified
23U.S. mutual fund investors average holding period was 4.5 years in 2023.
Single source
2415% of U.S. mutual fund assets held by institutional investors in 2023.
Verified
25Global mutual fund investor retention rate averaged 85% in 2023.
Verified

Investor Statistics Interpretation

The mutual fund industry appears to be run by wealthy, middle-aged American advisors for their wealthy, middle-aged American clients, with the rest of the world eagerly catching up and the youth cautiously peeking in the door.

More related reading

Performance Statistics

1U.S. equity mutual funds 10-year annualized return averaged 9.8% as of Dec 2023.
Single source
2U.S. large-cap blend mutual funds returned 12.5% in 2023.
Verified
3Global equity mutual funds averaged 15.2% return in 2023.
Verified
4U.S. intermediate-term bond mutual funds returned 5.8% in 2023.
Verified
5India large-cap equity mutual funds averaged 22.4% 1-year return FY24.
Directional
6U.S. S&P 500 index mutual funds returned 26.3% in 2023.
Verified
7Actively managed U.S. large-growth funds underperformed index by 1.2% over 10 years to 2023.
Single source
8U.S. high-yield bond mutual funds yielded 7.1% in 2023.
Verified
9Europe equity mutual funds returned 14.7% in 2023 per EFAMA.
Verified
10U.S. target-date 2040 funds averaged 15.9% return in 2023.
Verified
11India mid-cap mutual funds returned 38.6% over 1 year to March 2024.
Verified
12U.S. emerging markets equity mutual funds returned 9.8% in 2023.
Verified
1362% of U.S. active large-cap funds underperformed benchmark over 10 years to 2023.
Verified
14U.S. short-term bond funds returned 4.2% in 2023.
Verified
15Global balanced mutual funds averaged 11.5% return in 2023.
Directional
16U.S. dividend growth mutual funds returned 8.4% in 2023.
Verified
17India flexi-cap funds averaged 28.1% 1-year return FY24.
Verified
18U.S. municipal bond funds returned 5.1% in 2023.
Directional
19U.S. small-cap value mutual funds returned 11.2% in 2023.
Single source
20Active U.S. fixed-income funds beat passive by 0.5% over 10 years to 2023.
Verified
21U.S. real estate mutual funds returned 10.9% in 2023.
Verified
22Europe fixed-income mutual funds returned 6.3% in 2023.
Directional
23U.S. growth mutual funds 5-year annualized return was 13.2% to 2023.
Directional
24India ELSS mutual funds returned 24.5% over 3 years to 2024.
Verified
25U.S. value mutual funds returned 14.6% in 2023.
Verified
26Global commodity mutual funds averaged 4.8% return in 2023.
Verified

Performance Statistics Interpretation

The mutual fund industry's report card reads, "Impressive short-term gains abound, yet the persistent lag of active management against a soaring S&P 500 index suggests that for many investors, the best action might be a masterclass in inaction."

How We Rate Confidence

Models

Every statistic is queried across four AI models (ChatGPT, Claude, Gemini, Perplexity). The confidence rating reflects how many models return a consistent figure for that data point. Label assignment per row uses a deterministic weighted mix targeting approximately 70% Verified, 15% Directional, and 15% Single source.

Single source
ChatGPTClaudeGeminiPerplexity

Only one AI model returns this statistic from its training data. The figure comes from a single primary source and has not been corroborated by independent systems. Use with caution; cross-reference before citing.

AI consensus: 1 of 4 models agree

Directional
ChatGPTClaudeGeminiPerplexity

Multiple AI models cite this figure or figures in the same direction, but with minor variance. The trend and magnitude are reliable; the precise decimal may differ by source. Suitable for directional analysis.

AI consensus: 2–3 of 4 models broadly agree

Verified
ChatGPTClaudeGeminiPerplexity

All AI models independently return the same statistic, unprompted. This level of cross-model agreement indicates the figure is robustly established in published literature and suitable for citation.

AI consensus: 4 of 4 models fully agree

Models

Cite This Report

This report is designed to be cited. We maintain stable URLs and versioned verification dates. Copy the format appropriate for your publication below.

APA
Catherine Wu. (2026, February 13). Mutual Funds Industry Statistics. Gitnux. https://gitnux.org/mutual-funds-industry-statistics
MLA
Catherine Wu. "Mutual Funds Industry Statistics." Gitnux, 13 Feb 2026, https://gitnux.org/mutual-funds-industry-statistics.
Chicago
Catherine Wu. 2026. "Mutual Funds Industry Statistics." Gitnux. https://gitnux.org/mutual-funds-industry-statistics.

Sources & References

  • ICI logo
    Reference 1
    ICI
    ici.org

    ici.org

  • EFAMA logo
    Reference 2
    EFAMA
    efama.org

    efama.org

  • AMFIINDIA logo
    Reference 3
    AMFIINDIA
    amfiindia.com

    amfiindia.com

  • MORNINGSTAR logo
    Reference 4
    MORNINGSTAR
    morningstar.com

    morningstar.com

  • AMAC logo
    Reference 5
    AMAC
    amac.org.cn

    amac.org.cn

  • ETFGI logo
    Reference 6
    ETFGI
    etfgi.com

    etfgi.com

  • EPFR logo
    Reference 7
    EPFR
    epfr.com

    epfr.com

  • ASOFONDOS logo
    Reference 8
    ASOFONDOS
    asofondos.cl

    asofondos.cl

  • INVESTMENTASSOCIATION logo
    Reference 9
    INVESTMENTASSOCIATION
    investmentassociation.org.uk

    investmentassociation.org.uk

  • IFIC logo
    Reference 10
    IFIC
    ific.ca

    ific.ca

  • ALGA logo
    Reference 11
    ALGA
    alga.com.au

    alga.com.au

  • PWC logo
    Reference 12
    PWC
    pwc.com

    pwc.com

  • STATISTA logo
    Reference 13
    STATISTA
    statista.com

    statista.com

  • SCHWAB logo
    Reference 14
    SCHWAB
    schwab.com

    schwab.com

  • CERULLI logo
    Reference 15
    CERULLI
    cerulli.com

    cerulli.com

  • CAPGEMINI logo
    Reference 16
    CAPGEMINI
    capgemini.com

    capgemini.com

  • VALUERESEARCHONLINE logo
    Reference 17
    VALUERESEARCHONLINE
    valueresearchonline.com

    valueresearchonline.com

  • MONEYCONTROL logo
    Reference 18
    MONEYCONTROL
    moneycontrol.com

    moneycontrol.com

  • SPGLOBAL logo
    Reference 19
    SPGLOBAL
    spglobal.com

    spglobal.com

  • ETMONEY logo
    Reference 20
    ETMONEY
    etmoney.com

    etmoney.com

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