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A Review of Trends and Activities in the U.S. Investment Company Industry 56th edition WWW.ICIFACTBOOK Totallworldwideeassetssinvesteddinnregulateddopen-enddfunds*trillion USSSinvestmenttcompanyytotallnettassetstrillion Mutuallfundstrillion Exchange-tradeddfundstrillion Closed-enddfundsbillion Unittinvestmentttrustsbillion USSSinvestmenttcompanies’’shareeoff USSScorporateeequity USSSmunicipallsecurities Commerciallpaper USSSgovernmenttsecurities USSShouseholddownershippofffunds Numberroffhouseholdssowninggfundsmillion Numberroffindividualssowninggfundsmillion Percentageeoffhouseholdssowninggfunds Mediannmutuallfunddassetssoffmutuallfund–owningghouseholds Mediannnumberroffmutuallfundssowned USSSretirementtmarket Totallretirementtmarkettassetsstrillion Percentageeoffhouseholdsswithhtax-advantageddretirementtsavings IRAAanddDCCplannassetssinvesteddinnmutuallfundstrillion USSSinvestmenttcompanyyindustryyemploymentemployees * Regulateddopen-enddfundssincludeemutuallfundsexchange-tradeddfundss(ETFs)anddinstitutionallfunds
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