about 60%
About what share of 401(k) retirement plan assets is held in mutual funds?
401(k) plans rely heavily on mutual funds as their default investment menu option.
Source: Investment Company Institute (via Wikipedia) (2024) en.wikipedia.org
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About what share of U.S. household financial assets was invested in mutual funds at the end of 2024?

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about 60%
401(k) plans rely heavily on mutual funds as their default investment menu option.
Source: Investment Company Institute (via Wikipedia) (2024) en.wikipedia.org
1924
The Massachusetts Investors Trust, launched March 21, 1924, is considered the first open-end mutual fund offering redeemable shares.
Source: Mutual fund history (via Wikipedia) (2020) en.wikipedia.org
about $20 trillion
ETFs have grown from a niche product in the 1990s into a multi-trillion-dollar global industry.
Source: ETF industry data (via Wikipedia) en.wikipedia.org
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