Mutual Fund Management Industry Profile

Report Page Length: 10-12
Last Quarterly Update: 5/20/2019
SIC Codes: 6282
NAICS Codes: 523920
Chapters Include:
Industry Overview Trends & Challenges Industry Forecast
Quarterly Industry Update Call Prep Questions Website & Media Links
Business Challenges Financial Information Glossary & Acronyms
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Excerpt from Mutual Fund Management Industry Profile

Companies in this industry manage mutual funds and other portfolio assets of others on a fee or commission basis. Major companies include Fidelity Investments, Franklin Templeton Investments, T Rowe Price, and Vanguard (all based in the US), as well as Investec (South Africa), Old Mutual (UK), and Schroders (UK).

Mutual funds worldwide have about $50 trillion in assets under management. The US has the largest mutual fund market in the world, accounting for about 45% of assets. Europe accounts for about 35% of mutual fund assets, and Africa and the Asia/Pacific region together account for about 15%, according to the Investment Company Institute.

The US mutual fund management industry includes about 9,350 funds with about $22 trillion in assets under management, according to the Investment Company Institute.


Demand is affected by the global economic conditions, evolving investment preferences, and demographic trends. The profitability of individual companies depends on investment expertise and effective marketing. Large companies have economies of scale in operations and marketing. Small companies can compete effectively by specializing in desirable sectors and by producing higher investment returns. The US mutual fund industry is concentrated: the 10 largest firms manage 60% of total assets, according to the Investment Company Institute.


Major services include the initial formation of a mutual fund, sales and redemption of shares, investment advisory services, and day-to-day management.

Each mutual fund is a separate open-end investment company, with shareholders ...

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