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Why are US Investors Shifting from Mutual Funds to Individual Stocks and ETFs?
Recent research shows a significant shift among US investors away from mutual funds towards individual stocks and exchange-traded funds (ETFs). Millennials and baby boomers have decreased their holdings in mutual funds while increasing their exposure to equities. In 2022, millennials' discretionary investments in mutual funds dropped from 57% in 2018 to 40%, while direct equity holdings rose from 19% to 33%. ETFs also experienced growth, moving from 24% to 27%. Baby boomers' mutual fund holdings decreased from 54% to 41%, with equities rising from 27% to 36%.
Passive investment and ETFs have been driving the decline of active mutual funds, while personalized portfolios and advancements in direct indexing have contributed to the increase in individual stock holdings. The trend towards ETFs and customization is expected to continue, particularly as the younger generation accumulates more wealth.
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