Investment Companies and Funds

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A single share of a mutual fund can represent ownership in many companies.

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It could represent ownership in over a thousand different companies.

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Growth of mutual fund industry

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Slow at first, then increased dramatically

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Advent of money market mutual funds

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1972, invest in securities with maturity under one year

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Hybrid Funds

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Consist of both stock and bond securities.

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Median household income in 1995

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$60,000

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Percentage owning fund inside employer-sponsored retirement funds in 2021

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81.0%

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Investment in Open-end MF (2021)

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$34.2 trillion was invested in 10,051 open-end MF’s.

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Percentage of Total Equity Funds

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54.6%

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State Muni Funds Total

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$197.41 billion

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Percentage of Total Bond Funds

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20.9%