美国投资公司协会（ICI）：2023年美国投资公司白皮书（英文版）（156页）.pdf

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1、2023FactBookA Review of Trends and Activities in the Investment Company IndustryINVESTMENT COMPANYwww.icifactbook.orgTotal worldwide assets invested in regulated open-end funds:*$60.1 trillionUnited StatesEuropeAsia-PacificRest of the world$28.6 trillion$19.1 trillion$9.1 trillion$3.4 trillionUS-reg

2、istered investment company total net assets:$28.9 trillionMutual fundsExchange-traded fundsClosed-end fundsUnit investment trusts$22.1 trillion$6.5 trillion$252 billion$73 billionUS retirement marketTotal retirement market assetsPercentage of households with tax-advantaged retirement savingsDC plan

3、and IRA assets invested in mutual funds$33.6 trillion72%$10.1 trillionUS-registered investment companies share of:US corporate equityUS and foreign corporate bondsUS Treasury and government agency securitiesUS municipal securitiesCommercial paper33%23%12%27%17%US household ownership of US-registered

4、 fundsNumber of households owning fundsNumber of individuals owning fundsPercentage of households owning fundsMedian mutual fund assets of mutual fundowning householdsMedian number of mutual funds owned71.7 million120.5 million54.7%$125,0003*Regulated open-end funds include mutual funds,exchange-tra

5、ded funds(ETFs),and institutional funds.2022 Facts at a Glance2023FactBookA Review of Trends and Activities in the Investment Company IndustryINVESTMENT COMPANYThe Investment Company Institute(ICI)is the leading association representing regulated investment funds.ICIs mission is to strengthen the fo

6、undation of the asset management industry for the ultimate benefit of the long term individual investor.Its members include mutual funds,exchange-traded funds(ETFs),closed-end funds,and unit investment trusts(UITs)in the United States,and UCITS and similar funds offered to investors in Europe,Asia,a