Section 1: Mutual Fund Totals
Table 1 Total Net Assets, Number of Funds, and Number of Share Classes of the Mutual Fund Industry XLS PDF
Table 2 Total Sales, New Sales, Exchange Sales, Redemptions, and Exchange Redemptions of the Mutual Fund Industry XLS PDF
Table 3 Total Net Assets of the Mutual Fund Industry XLS PDF
Table 4 Total Net Assets of the Mutual Fund Industry by Composite Investment Objective XLS PDF
Table 5 Number of Funds of the Mutual Fund Industry XLS PDF
Table 6 Number of Funds of the Mutual Fund Industry by Composite Investment Objective XLS PDF
Table 7 Number of Share Classes of the Mutual Fund Industry XLS PDF
Table 8 Number of Share Classes of the Mutual Fund Industry by Composite Investment Objective XLS PDF

 

Section 2: Closed-End Funds, Exchange-Traded Funds, and Unit Investment Trusts
Table 9 Closed-End Funds: Total Assets and Number of Funds by Type of Fund XLS PDF
Table 10 Closed-End Funds: Gross Issuance, Gross Redemptions, and Net Issuance by Type of Fund XLS PDF
Table 11 Exchange-Traded Funds: Total Net Assets by Type of Fund XLS PDF
Table 12 Exchange-Traded Funds: Number of Funds by Type of Fund XLS PDF
Table 13 Exchange-Traded Funds: Net Issuance by Type of Fund XLS PDF
Table 14 Unit Investment Trusts: Total Net Assets, Number of Trusts, and New Deposits by Type of Trust XLS PDF

 

Section 3: Long-Term Mutual Funds
Table 15 Liquid Assets and Liquidity Ratio of Long-Term Mutual Funds XLS PDF
Table 16 Liquidity Ratio of Long-Term Mutual Funds by Composite Investment Objective XLS PDF
Table 17 Net New Cash Flow of Long-Term Mutual Funds XLS PDF
Table 18 Net New Cash Flow and Components of Net New Cash Flow of Equity Mutual Funds XLS PDF
Table 19 Net New Cash Flow and Components of Net New Cash Flow of Hybrid Mutual Funds XLS PDF
Table 20 Net New Cash Flow and Components of Net New Cash Flow of Bond Mutual Funds XLS PDF
Table 21 Net New Cash Flow of Long-Term Mutual Funds by Composite Investment Objective XLS PDF
Table 22 New Sales of Long-Term Mutual Funds by Composite Investment Objective XLS PDF
Table 23 Exchange Sales of Long-Term Mutual Funds by Composite Investment Objective XLS PDF
Table 24 Redemptions of Long-Term Mutual Funds by Composite Investment Objective XLS PDF
Table 25 Exchange Redemptions of Long-Term Mutual Funds by Composite Investment Objective XLS PDF
Table 26 Annual Redemption Rates of Long-Term Mutual Funds XLS PDF
Table 27 Portfolio Holdings of Long-Term Mutual Funds and Percentage of Total Net Assets XLS PDF
Table 28 Portfolio Holdings of Long-Term Mutual Funds as a Percentage of Total Net Assets
by Type of Fund
XLS PDF
Table 29 Paid and Reinvested Dividends of Long-Term Mutual Funds by Type of Fund XLS PDF
Table 30 Paid and Reinvested Capital Gains of Long-Term Mutual Funds by Type of Fund XLS PDF
Table 31 Total Portfolio, Common Stock, and Other Securities: Purchases, Sales, and Net Purchases by Long-Term Mutual Funds XLS PDF
Table 32 Total Portfolio, Common Stock, and Other Securities: Purchases, Sales, and Net Purchases by Equity Mutual Funds XLS PDF
Table 33 Total Portfolio, Common Stock, and Other Securities: Purchases, Sales, and Net Purchases by Hybrid Mutual Funds XLS PDF
Table 34 Total Portfolio, Common Stock, and Other Securities: Purchases, Sales, and Net Purchases by Bond Mutual Funds XLS PDF

 

Section 4: Money Market Funds
Table 35 Money Market Funds: Total Net Assets, Number of Funds, and Number of Share Classes by Type of Fund XLS PDF
Table 36 Total Net Assets of Money Market Funds by Type of Fund XLS PDF
Table 37 Net New Cash Flow of Money Market Funds by Type of Fund XLS PDF
Table 38 Net New Cash Flow and Components of Net New Cash Flow of Money Market Funds XLS PDF
Table 39 Paid and Reinvested Dividends of Money Market Funds by Type of Fund XLS PDF
Table 40 Asset Composition of Taxable Government Money Market Funds as a Percentage of Total Net Assets XLS PDF
Table 41 Asset Composition of Taxable Prime Money Market Funds as a Percentage of Total Net Assets XLS PDF

 

Section 5: Additional Categories of Mutual Funds
Table 42 Alternative Strategies Mutual Funds: Total Net Assets, Net New Cash Flow, Number of Funds, and Number of Share Classes XLS PDF
Table 43 Emerging Markets Debt Mutual Funds: Total Net Assets, Net New Cash Flow, Number of Funds, and Number of Share Classes XLS PDF
Table 44 Floating-Rate High-Yield Bond Mutual Funds: Total Net Assets, Net New Cash Flow, Number of Funds, and Number of Share Classes XLS PDF
Table 45 Funds of Funds: Total Net Assets, Net New Cash Flow, Number of Funds, and Number of Share Classes XLS PDF
Table 46 Funds of Funds: Components of Net New Cash Flow XLS PDF
Table 47 Index Mutual Funds: Total Net Assets and Net New Cash Flow XLS PDF
Table 48 Index Mutual Funds: Number of Funds and Number of Share Classes XLS PDF
Table 49 Index Mutual Funds: New Sales and Exchange Sales XLS PDF
Table 50 Index Mutual Funds: Redemptions and Exchange Redemptions XLS PDF
Table 51 Inflation-Protected and Treasury Inflation-Protected Mutual Funds: Total Net Assets, Net New Cash Flow, Number of Funds, and Number of Share Classes XLS PDF
Table 52 Mutual Funds by Market Capitalization: Total Net Assets and Net New Cash Flow by Type of Fund XLS PDF
Table 53 Mutual Funds by Market Capitalization: Number of Funds and Number of Share Classes by Type of Fund XLS PDF
Table 54 Sector Mutual Funds: Total Net Assets and Net New Cash Flow by Type of Fund XLS PDF
Table 55 Sector Mutual Funds: Number of Funds and Number of Share Classes by Type of Fund XLS PDF
Table 56 Target Date and Lifestyle Mutual Funds: Total Net Assets, Net New Cash Flow, Number of Funds,
and Number of Share Classes
XLS PDF
Table 57 Target Date and Lifestyle Mutual Funds: Components of Net New Cash Flow XLS PDF
Table 58 Variable Annuity Mutual Funds: Total Net Assets, Net New Cash Flow, and Number of Funds XLS PDF
Table 59 Variable Annuity Mutual Funds: Components of Net New Cash Flow XLS PDF

 

Section 6: Institutional Investors in Mutual Funds
Table 60 Total Net Assets of Mutual Funds Held in Individual and Institutional Accounts XLS PDF
Table 61 Total Net Assets of Institutional Investors in Mutual Funds by Type of Institution and Type of Fund XLS PDF
Table 62 Total Net Assets of Institutional Investors in Taxable Money Market Funds by Type of Institution and Type of Fund XLS PDF

 

Section 7: Retirement Account Investing in Mutual Funds
Table 63 Mutual Fund DC Plan Assets and Estimated Net New Cash Flow by Type of Fund XLS PDF
Table 64 Mutual Fund IRA Assets and Estimated Net New Cash Flow by Type of Fund XLS PDF

 

Section 8: Worldwide Regulated Open-End Funds
Table 65 Worldwide Total Net Assets of Regulated Open-End Funds XLS PDF
Table 66 Worldwide Number of Regulated Open-End Funds XLS PDF
Table 67 Worldwide Net Sales of Regulated Open-End Funds XLS PDF
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