US Mutual Fund Market Size, Growth, Latest Trends and Forecast 2026-2034

IMARC Group has recently released a new research study titled “US Mutual Fund Market Report by Fund Type (Equity, Bond, Hybrid, Money Market), Investor Type (Households, Institutions), Channel of Purchase (Discount Broker/Mutual Fund Supermarket, Distributed Contribution Retirement Plan, Direct Sales From Mutual Fund Companies, Professional Financial Adviser), and Region 2026-2034”, offers a detailed analysis of the market drivers, segmentation, growth opportunities, trends and competitive landscape to understand the current and future market scenarios.

Market Overview

The US mutual fund market size reached USD 36.2 Billion in 2025 and is expected to grow to USD 56.9 Billion by 2034, exhibiting a CAGR of 5.15% during 2026-2034. The growth is driven primarily by increasing demand for online platforms, robo-advisors, and technological innovations enhancing investor access and management of mutual fund investments.

Study Assumption Years

●     Base Year: 2025

●     Historical Year/Period: 2020-2025

●     Forecast Year/Period: 2026-2034

US Mutual Fund Market Key Takeaways

●     Current Market Size in 2025: USD 36.2 Billion

●     CAGR: 5.15%

●     Forecast Period: 2026-2034

●     Increasing use of digital investment platforms and robo-advisory services is transforming investor access.

●     Rising retirement planning awareness among millennials is driving higher participation.

●     Regime-friendly regulations facilitating innovation in fund arrangements are accelerating market growth.

●     Institutional investment and pension fund allocation are leading drivers of total market growth.

●     Technology-enabled personalized investment solutions and sustainable ESG-oriented funds are key market trends.

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US Mutual Fund Market Growth Factors

The US mutual fund market growth is significantly propelled by the increasing adoption of digital investment platforms and robo-advisory services, which are transforming how investors access mutual fund products. These innovations enable easier and more personalized investment management, driving market expansion. Additionally, millennials' heightened consciousness about retirement planning is propelling higher participation in mutual funds, contributing to overall market growth.

Regime-friendly regulations that foster innovation in fund arrangements also accelerate the market's growth by enabling new fund structures and investment strategies. Furthermore, increased institutional investment and pension fund allocations act as pivotal drivers, channeling significant capital into the sector and enhancing market size and value.

Technological advances such as artificial intelligence, machine learning, mobile apps, blockchain considerations, and digital onboarding streamline operations and improve investor experience. These technologies not only enhance portfolio management but also generate new revenue streams and competitive advantages for fund companies, underpinning sustained market growth.

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US Mutual Fund Market Segmentation

Analysis by Fund Type:

●     Equity

●     Bond

●     Hybrid

●     Money Market

These segments analyze the market by different types of mutual funds, such as equities, bonds, hybrid funds, and money market instruments.

Analysis by Investor Type:

●     Households

●     Institutions

This segmentation categorizes the market based on the type of investors, including individual households and institutional investors.

Analysis by Channel of Purchase:

●     Discount Broker/Mutual Fund Supermarket

●     Distributed Contribution Retirement Plan

●     Direct Sales From Mutual Fund Companies

●     Professional Financial Adviser

This classification highlights the various channels through which investors purchase mutual funds, such as brokers, retirement plans, direct sales, and financial advisors.

Analysis by Region:

●     Northeast

●     Midwest

●     South

●     West

The market is analyzed regionally across the Northeast, Midwest, South, and West areas of the United States.

Regional Insights

The report provides a comprehensive regional analysis covering Northeast, Midwest, South, and West regions. However, specific dominance or market share statistics for these regions are not explicitly provided in the source.

Recent Developments & News

In September 2025, Man Group launched its first standalone ETFs on the NYSE: Man Active High Yield ETF (MHY) and Man Active Income ETF (MANI). MHY focuses on high-yield securities, including small and medium issuers, aiming for income and growth, while MANI invests in diverse debt instruments through an opportunity-driven approach. These ETFs grant US investors access to Man Group’s $42.7 billion global credit platform.

In June 2025, Stewart Investors introduced its first US mutual fund, the Stewart Investors Worldwide Leaders Fund (SWWLX), supported initially by a US foundation. This actively managed, benchmark-agnostic fund targets long-term growth by investing in 30–60 high-quality global companies focused on sustainable development, featuring a management fee of 0.45% and a capped expense ratio.

Key Players

●     Man Group

●     Stewart Investors

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Customization Note

If you require any specific information that is not covered currently within the scope of the report, we will provide the same as a part of the customization.

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