Equity Funds

Equity Funds Market Outlook

The global equity funds market is projected to reach approximately USD 14 trillion by 2035, growing at a compound annual growth rate (CAGR) of around 7.5% from 2025 to 2035. This growth is primarily driven by the increasing inclination of retail and institutional investors toward diversified investment portfolios, reflecting a robust demand for equity as an asset class. Additionally, the rising awareness regarding the importance of long-term financial planning, coupled with a growing shift towards digital platforms for trading and investment management, has further fueled the growth trajectory of equity funds. The market is also benefitting from favorable regulatory frameworks that encourage investment in equity markets and the overall recovery of global economies post-pandemic, enabling higher capital inflows. Furthermore, technological advancements and the growing influence of robo-advisors are making equity investments more accessible to a broader audience.

Growth Factor of the Market

Several growth factors are contributing to the positive outlook of the equity funds market. First, the increasing participation of millennials and Gen Z investors in equity markets is spurring demand for diversified equity funds, which is essential for wealth accumulation. The rise of online trading platforms and mobile applications has also simplified the process of investing in equity funds, enabling a broader demographic to access these investment opportunities. Additionally, the ongoing recovery in global economies is encouraging higher levels of disposable income, which leads to increased investment in equity funds. The search for higher returns in a low-interest-rate environment has pushed many investors to explore equity funds as a viable option for asset growth. Furthermore, the growing trend of sustainable investing has given rise to equity funds that focus on Environmental, Social, and Governance (ESG) criteria, attracting socially conscious investors.

Key Highlights of the Market

• The equity funds market is projected to grow at a CAGR of 7.5% from 2025 to 2035.
• Retail investors are increasingly diversifying their portfolios with equity funds.
• Technological advancements are enhancing access and reducing barriers to equity fund investments.
• Robo-advisors and digital investment platforms are gaining popularity among younger investors.
• Sustainable and ESG-focused equity funds are witnessing a surge in demand.

By Fund Type

Actively Managed Equity Funds:

Actively managed equity funds are designed to outperform benchmark indices through strategic investment decisions made by fund managers. These funds typically involve a higher fee structure due to management and operational costs, as the emphasis is placed on intensive research and analysis to select stocks. The growth of actively managed equity funds can be attributed to the increasing investor confidence in skilled fund management, especially during volatile market conditions. Investors often favor these funds for their potential to generate higher returns, leveraging market inefficiencies. Additionally, the rise in investor education has led to more individuals seeking professional fund management services, further driving the demand for actively managed equity funds.

Passively Managed Equity Funds:

Passively managed equity funds aim to replicate the performance of specific market indices, such as the S&P 500 or the FTSE 100. These funds are typically characterized by lower fees compared to actively managed funds since they do not involve extensive research or frequent trading. The rising popularity of passively managed equity funds can largely be attributed to their cost-effectiveness and consistent performance against benchmarks. Investors are increasingly recognizing the benefits of passive investing, particularly in an environment where actively managed funds face challenges in consistently outperforming indices. The advent of exchange-traded funds (ETFs) has also contributed to the growth of this segment, as they offer liquidity and flexibility to investors.

Sector-specific Equity Funds:

Sector-specific equity funds focus on specific industries or sectors, such as technology, healthcare, or energy. These funds allow investors to concentrate their investments in areas they believe will outperform the broader market, offering the potential for higher returns during sector rallies. The rise in sector-specific equity funds has been driven by investors’ enthusiasm for targeted investment strategies, especially in rapidly growing sectors like technology and renewable energy. Furthermore, the availability of detailed sector analyses and reports has empowered investors to make informed decisions about sector allocation. However, these funds can also carry higher risks due to their concentrated nature, making them more suitable for experienced investors who are adept at market trends.

Index Funds:

Index funds are a form of passively managed equity funds that track specific market indices and aim to replicate their performance. These funds are gaining traction among investors due to their low fees, tax efficiency, and transparency. As more investors become aware of the benefits associated with index funds, such as lower expense ratios and reduced associated risks, they are increasingly allocating their capital to this type of fund. Moreover, index funds have been shown to outperform the majority of actively managed funds over the long term, further solidifying their popularity. The rise of robo-advisors has also made it easier for investors to gain access to diversified portfolios composed primarily of index funds, contributing to the growth of this fund type.

Dividend Equity Funds:

Dividend equity funds focus on investing in companies that pay regular dividends, providing a steady income stream to investors. These funds are appealing to income-oriented investors, particularly retirees seeking reliable cash flow. The growth of dividend equity funds has been fueled by the increasing preference for income-generating investments in a low-interest-rate environment. Investors are drawn to the combination of capital appreciation and dividend income that these funds offer, which can enhance overall portfolio returns. Additionally, the trend toward dividend growth investing has attracted attention, as investors seek companies with a history of increasing their dividend payouts, reflecting financial strength and stability.

By Investment Style

Value Equity Funds:

Value equity funds invest in undervalued stocks that are believed to be trading below their intrinsic value. These funds typically seek to capitalize on market mispricing and offer long-term growth potential as the market corrects itself. The appeal of value equity funds lies in their ability to provide downside protection during market downturns while also offering significant upside potential when the market rebounds. This appeal has gained traction among conservative investors looking for stability as well as growth, particularly during periods of economic uncertainty. The disciplined approach of value investing, combined with increasing investor awareness of its benefits, has led to a steady rise in the allocation of assets to value equity funds.

Growth Equity Funds:

Growth equity funds focus on investing in companies that exhibit above-average growth potential, often prioritizing revenue growth over current profitability. These funds typically target sectors experiencing rapid innovation, such as technology or biotechnology. The demand for growth equity funds has surged as investors seek to capitalize on emerging trends and disruptive technologies. Although these funds may come with higher volatility, their potential for significant capital appreciation attracts investors with a higher risk tolerance. The recent surge in tech stocks and the expansion of digital economies have only accelerated the momentum of growth equity investing.

Blend Equity Funds:

Blend equity funds combine both growth and value investment strategies, allowing for a diverse portfolio that seeks to capitalize on both investment styles. These funds appeal to a broad range of investors as they offer the potential for balanced returns without being overly exposed to either growth or value stocks. The growth of blend equity funds has been largely influenced by the increasing recognition that both strategies can complement each other and reduce overall portfolio risk. Additionally, the ability to dynamically adjust the fund's allocation based on market conditions or economic cycles has made blend equity funds attractive to investment managers and their clients alike.

Large Cap Equity Funds:

Large cap equity funds primarily invest in companies with large market capitalizations, often seen as stable and financially sound investments. These funds tend to offer lower volatility and more consistent returns compared to mid-cap or small-cap equity funds. The growth of large cap equity funds reflects investors' desire for stability and reliability, particularly in uncertain market conditions. Many investors view these funds as a way to gain exposure to well-established companies with a track record of performance, making them a popular choice among conservative investors. Furthermore, the strong performance of major indices composed of large-cap companies has further propelled the growth of this fund type.

Small Cap Equity Funds:

Small cap equity funds focus on investing in smaller companies, which often exhibit higher growth potential than their larger counterparts. While these funds can be more volatile, they also offer the opportunity for significant capital appreciation as smaller companies expand and gain market share. The increasing interest in small cap equity funds has been driven by their potential for outperformance during economic recoveries and market uptrends. Investors looking for a diversified approach to growth are increasingly allocating assets to small cap equity funds, seeking to capitalize on the next generation of leading companies. Moreover, the success stories of small cap companies in various sectors have attracted attention, leading to heightened demand for small cap equity exposure.

By Distribution Channel

Direct Sales:

Direct sales refer to the distribution of equity funds directly from the fund manager to the end investor, bypassing intermediaries. This channel has gained popularity as it typically results in lower fees, benefiting investors who prefer to invest without additional costs associated with intermediaries. The growth of direct sales has been supported by the rise of digital platforms that facilitate direct investments, allowing investors to research and purchase funds easily. As more individuals seek autonomy over their investment choices, direct sales channels are expected to continue expanding, particularly among tech-savvy investors who appreciate the transparency and control of direct transactions.

Financial Intermediaries:

Financial intermediaries, such as brokers and financial advisors, play a crucial role in the distribution of equity funds by providing expert guidance and personalized investment strategies. This channel has remained vital for many investors who prefer professional advice when making investment decisions. The growth of financial intermediaries in the equity funds market can be attributed to the increasing complexity of investment options and the desire for tailored solutions. As investors seek holistic financial planning, the expertise offered by financial intermediaries is becoming invaluable, fostering long-term relationships and ultimately expanding the market for equity funds.

Online Platforms:

Online platforms have revolutionized the way investors access equity funds, offering convenient and user-friendly interfaces for trading, research, and portfolio management. This distribution channel has seen rapid growth due to the increasing use of technology and the internet, making investing more accessible to a broader demographic. The rise of fintech companies and robo-advisors has further enhanced this trend, providing automated investment solutions that cater to diverse investor needs. Moreover, online platforms enable commission-free trading and lower fees, appealing to cost-conscious investors. As technology continues to advance, online platforms will likely remain a dominant force in the distribution of equity funds.

Banks:

Banks represent a traditional distribution channel for equity funds, where customers can invest in funds through their banking relationships. While this channel has seen a decline in its share of the market due to the rise of online platforms and direct sales, banks still play an essential role, particularly for customers seeking a trusted relationship for their financial needs. The growth of equity funds offered through banks is largely dependent on the integration of technology within banking services, which allows for seamless investment experiences. Furthermore, banks often provide additional services, such as wealth management and financial planning, which can attract investors to their equity fund offerings.

Others:

The 'Others' category encompasses various alternative distribution channels for equity funds, including insurance companies, investment advisors, and other financial institutions. This segment has gained traction as investors explore diverse avenues for fund access. Insurance companies, for instance, often integrate equity funds into life insurance policies, offering customers a dual benefit of insurance coverage and investment opportunities. Additionally, investment advisors provide specialized services tailored to specific investor needs, further expanding the available distribution channels. The growth of this category reflects the increasing diversification of investment products and the growing desire for customized solutions.

By Asset Class

Large Cap Equity:

Large cap equity refers to investments in companies with a large market capitalization, generally considered to be stable and well-established. Large cap equity funds typically focus on blue-chip companies that have a strong track record of performance and dividends. These funds are popular among conservative investors seeking lower volatility and consistent returns. The growth of large cap equity funds can be attributed to their perceived safety during market downturns, as large companies are often better equipped to weather economic challenges. Additionally, the increasing demand for income through dividends has driven interest in large cap equity, further solidifying its position in the market.

Mid Cap Equity:

Mid cap equity funds invest in companies with medium-sized market capitalizations, often viewed as having strong growth potential. These funds are particularly appealing to investors looking for a balance between risk and reward, as mid-cap companies can provide higher returns than large caps while typically being less volatile than small caps. The growth of mid cap equity funds can be attributed to their ability to capitalize on market inefficiencies and the potential for higher earnings growth as companies expand. This segment has gained attention as investors seek exposure to emerging leaders in various industries, contributing to the overall growth of the equity funds market.

Small Cap Equity:

Small cap equity funds focus on investments in smaller companies, which often have higher growth potential but also come with increased volatility. These funds are attractive to investors seeking significant capital appreciation and are especially appealing during economic recoveries. The growth of small cap equity funds can be attributed to the performance of small-cap stocks in bullish markets, where they often outperform larger companies. Additionally, as investors become more familiar with the potential of small cap investing, there has been a shift in portfolio allocations toward this asset class, contributing to its increasing popularity in the equity funds market.

Dividend Equity:

Dividend equity funds primarily invest in companies that pay regular dividends, providing investors with a steady income stream. These funds are particularly appealing to income-focused investors, such as retirees, who seek reliable cash flow. The growth of dividend equity funds has been supported by the effectiveness of dividend growth as a long-term investment strategy, often resulting in capital appreciation along with dividend income. Additionally, in a low-interest-rate environment, investors are increasingly attracted to the income potential of these funds, driving the demand for dividend equity investments. The ability to invest in companies with a solid history of increasing dividends further enhances the appeal of this asset class.

Specialty Equity:

Specialty equity funds focus on niche markets or specific investment themes, such as technology, healthcare, or clean energy. These funds provide investors with targeted exposure to sectors that may outperform the broader market. The growth of specialty equity funds has been driven by heightened investor interest in specific themes, such as sustainable investing and technological innovation. Investors seeking to capitalize on emerging trends are increasingly allocating assets to specialty equity funds, attracted by the potential for significant returns associated with focused investments. Additionally, as more data and analysis become available on specialized sectors, investors are empowered to make more informed decisions, further fueling the growth of this asset class.

By Region

The North American equity funds market is a significant contributor to the overall global market, accounting for approximately 45% of total equity fund assets. The region is characterized by a robust financial infrastructure, a vast pool of institutional and retail investors, and a diverse array of equity fund offerings. The steady growth of the North American market can be attributed to a favorable economic environment, strong corporate earnings, and increasing investment awareness among the population. With a projected CAGR of 8% over the forecast period, the North American equity funds market is expected to maintain its dominance as investors continue to seek diverse investment opportunities.

In Europe, the equity funds market is expected to achieve a substantial growth trajectory, with an estimated market share of around 30% globally. The European market is supported by increasing interest in sustainable investing and ESG-focused funds, particularly in the wake of regulatory changes promoting responsible investment practices. The growth rate for the European equity funds market is forecasted at a CAGR of 6.5% from 2025 to 2035, driven by the rise in retail investors looking to diversify their portfolios. As investors increasingly seek innovative fund structures and investment strategies, Europe is poised to become a key player in the global equity funds market.

Opportunities

The equity funds market presents numerous opportunities for growth, particularly as technology continues to evolve and reshape the investment landscape. One significant opportunity lies in the rise of digital platforms and robo-advisors, which are making it easier for individual investors to access equity funds. This democratization of investment is likely to attract a new generation of investors who seek user-friendly solutions and transparent fee structures. Additionally, the increasing awareness of sustainable investing offers a unique opportunity for equity funds that are focused on ESG principles. As investors become more conscious of the impact of their investments, funds that align with sustainable objectives are likely to experience heightened demand. Furthermore, the ongoing globalization of financial markets presents an opportunity for equity funds to tap into emerging markets with high growth potential, diversifying their portfolios and maximizing returns.

Another opportunity lies in the increasing focus on financial literacy and education, which is empowering more individuals to make informed investment decisions. As financial institutions enhance their educational efforts, investors are likely to feel more confident in exploring equity funds as part of their investment strategies. Furthermore, innovative fund structures and investment themes continue to emerge, providing investors with more tailored solutions to meet their specific goals. The development of technology-driven investment products, such as thematic ETFs, can capture the attention of a wider audience and drive growth in the equity funds market. Overall, a combination of technological advancement, investor awareness, and evolving market dynamics will create a fertile ground for opportunities in the equity funds market over the coming years.

Threats

While the equity funds market is poised for growth, several threats could hinder its progress. One major threat is the potential for market volatility, which can lead to fluctuations in fund performance and investor sentiment. Unforeseen economic events, geopolitical tensions, and changes in regulatory environments can create uncertainty in the equity markets, prompting investors to hesitate or withdraw from equity funds. Moreover, the rise of alternative investment products, such as cryptocurrencies and real estate investment trusts (REITs), may divert investor attention and capital away from traditional equity funds, impacting their growth potential. Additionally, the competitive landscape may intensify as new players enter the market, leading to pricing pressures and increased competition for investor assets.

Another significant concern for the equity funds market is the growing skepticism towards active management. As passive investing continues to gain traction, actively managed equity funds may struggle to justify their higher fees and demonstrate consistent outperformance. This trend could result in a shift in investor preferences and a decline in capital allocated to actively managed funds. Furthermore, regulatory changes and compliance costs can pose challenges for fund managers, potentially impacting their profitability and operational efficiency. Overall, while the equity funds market has numerous growth prospects, these threats underscore the need for adaptability and innovation to navigate an increasingly complex investment landscape.

Competitor Outlook

• Vanguard Group
• BlackRock, Inc.
• Fidelity Investments
• Charles Schwab Corporation
• Franklin Templeton Investments
• State Street Global Advisors
• T. Rowe Price
• Invesco Ltd.
• Morgan Stanley Investment Management
• JP Morgan Asset Management
• Dimensional Fund Advisors
• Harris Associates
• American Funds
• Legg Mason, Inc.
• Neuberger Berman Group LLC

The competitive landscape of the equity funds market is characterized by a mix of established players and emerging firms, all vying for investor attention and capital. Major firms, such as Vanguard Group and BlackRock, dominate the market with their extensive range of equity fund offerings and significant assets under management. These companies leverage their strong reputations and robust investment strategies to attract both institutional and retail investors. Additionally, their focus on low-cost investment options has positioned them favorably in an increasingly fee-sensitive environment. As competition intensifies, firms are also looking to enhance customer experiences through technology-driven solutions and personalized investment advice, further contributing to their market positioning.

In recent years, the emergence of fintech companies and robo-advisors has added another layer of competition in the equity funds market. These innovative firms offer user-friendly platforms and automated investment solutions, appealing to tech-savvy investors who may prefer a more streamlined investment process. Firms like Betterment and Wealthfront have gained traction in this space, providing attractive alternatives to traditional fund managers. As the investment landscape continues to evolve, established players must adapt to the changing preferences of investors and leverage technology to remain competitive.

Some key companies in the equity funds market have been making strides to differentiate themselves through unique strategies and offerings. For instance, Fidelity Investments has focused on expanding its no-fee index funds, appealing to cost-conscious investors while maintaining strong performance metrics. Similarly, Invesco has been actively exploring thematic investment strategies that cater to specific trends, such as ESG and technology-focused funds, allowing them to capture investor interest in high-growth areas. Furthermore, firms like T. Rowe Price and American Funds have been bolstering their active management capabilities, attempting to demonstrate the value of skilled fund management despite the growing popularity of passive investing. Overall, the competitive landscape of the equity funds market is dynamic and continuously evolving, driven by innovation, investor preferences, and the search for superior investment returns.

• 1 Appendix

  • 1.1 List of Tables
  • 1.2 List of Figures

• 2 Introduction

  • 2.1 Market Definition
  • 2.2 Scope of the Report
  • 2.3 Study Assumptions
  • 2.4 Base Currency & Forecast Periods

• 3 Market Dynamics

  • 3.1 Market Growth Factors
  • 3.2 Economic & Global Events
  • 3.3 Innovation Trends
  • 3.4 Supply Chain Analysis

• 4 Consumer Behavior

  • 4.1 Market Trends
  • 4.2 Pricing Analysis
  • 4.3 Buyer Insights

• 5 Key Player Profiles

  • 5.1 Invesco Ltd.
    • 5.1.1 Business Overview
    • 5.1.2 Products & Services
    • 5.1.3 Financials
    • 5.1.4 Recent Developments
    • 5.1.5 SWOT Analysis
  • 5.2 T. Rowe Price
    • 5.2.1 Business Overview
    • 5.2.2 Products & Services
    • 5.2.3 Financials
    • 5.2.4 Recent Developments
    • 5.2.5 SWOT Analysis
  • 5.3 American Funds
    • 5.3.1 Business Overview
    • 5.3.2 Products & Services
    • 5.3.3 Financials
    • 5.3.4 Recent Developments
    • 5.3.5 SWOT Analysis
  • 5.4 Vanguard Group
    • 5.4.1 Business Overview
    • 5.4.2 Products & Services
    • 5.4.3 Financials
    • 5.4.4 Recent Developments
    • 5.4.5 SWOT Analysis
  • 5.5 BlackRock, Inc.
    • 5.5.1 Business Overview
    • 5.5.2 Products & Services
    • 5.5.3 Financials
    • 5.5.4 Recent Developments
    • 5.5.5 SWOT Analysis
  • 5.6 Legg Mason, Inc.
    • 5.6.1 Business Overview
    • 5.6.2 Products & Services
    • 5.6.3 Financials
    • 5.6.4 Recent Developments
    • 5.6.5 SWOT Analysis
  • 5.7 Harris Associates
    • 5.7.1 Business Overview
    • 5.7.2 Products & Services
    • 5.7.3 Financials
    • 5.7.4 Recent Developments
    • 5.7.5 SWOT Analysis
  • 5.8 Fidelity Investments
    • 5.8.1 Business Overview
    • 5.8.2 Products & Services
    • 5.8.3 Financials
    • 5.8.4 Recent Developments
    • 5.8.5 SWOT Analysis
  • 5.9 Dimensional Fund Advisors
    • 5.9.1 Business Overview
    • 5.9.2 Products & Services
    • 5.9.3 Financials
    • 5.9.4 Recent Developments
    • 5.9.5 SWOT Analysis
  • 5.10 Charles Schwab Corporation
    • 5.10.1 Business Overview
    • 5.10.2 Products & Services
    • 5.10.3 Financials
    • 5.10.4 Recent Developments
    • 5.10.5 SWOT Analysis
  • 5.11 JP Morgan Asset Management
    • 5.11.1 Business Overview
    • 5.11.2 Products & Services
    • 5.11.3 Financials
    • 5.11.4 Recent Developments
    • 5.11.5 SWOT Analysis
  • 5.12 Neuberger Berman Group LLC
    • 5.12.1 Business Overview
    • 5.12.2 Products & Services
    • 5.12.3 Financials
    • 5.12.4 Recent Developments
    • 5.12.5 SWOT Analysis
  • 5.13 State Street Global Advisors
    • 5.13.1 Business Overview
    • 5.13.2 Products & Services
    • 5.13.3 Financials
    • 5.13.4 Recent Developments
    • 5.13.5 SWOT Analysis
  • 5.14 Franklin Templeton Investments
    • 5.14.1 Business Overview
    • 5.14.2 Products & Services
    • 5.14.3 Financials
    • 5.14.4 Recent Developments
    • 5.14.5 SWOT Analysis
  • 5.15 Morgan Stanley Investment Management
    • 5.15.1 Business Overview
    • 5.15.2 Products & Services
    • 5.15.3 Financials
    • 5.15.4 Recent Developments
    • 5.15.5 SWOT Analysis

• 6 Market Segmentation

  • 6.1 Equity Funds Market, By Fund Type
    • 6.1.1 Actively Managed Equity Funds
    • 6.1.2 Passively Managed Equity Funds
    • 6.1.3 Sector-specific Equity Funds
    • 6.1.4 Index Funds
    • 6.1.5 Dividend Equity Funds
  • 6.2 Equity Funds Market, By Asset Class
    • 6.2.1 Large Cap Equity
    • 6.2.2 Mid Cap Equity
    • 6.2.3 Small Cap Equity
    • 6.2.4 Dividend Equity
    • 6.2.5 Specialty Equity
  • 6.3 Equity Funds Market, By Investment Style
    • 6.3.1 Value Equity Funds
    • 6.3.2 Growth Equity Funds
    • 6.3.3 Blend Equity Funds
    • 6.3.4 Large Cap Equity Funds
    • 6.3.5 Small Cap Equity Funds
  • 6.4 Equity Funds Market, By Distribution Channel
    • 6.4.1 Direct Sales
    • 6.4.2 Financial Intermediaries
    • 6.4.3 Online Platforms
    • 6.4.4 Banks
    • 6.4.5 Others

• 7 Competitive Analysis

  • 7.1 Key Player Comparison
  • 7.2 Market Share Analysis
  • 7.3 Investment Trends
  • 7.4 SWOT Analysis

• 8 Research Methodology

  • 8.1 Analysis Design
  • 8.2 Research Phases
  • 8.3 Study Timeline

• 9 Future Market Outlook

  • 9.1 Growth Forecast
  • 9.2 Market Evolution

• 10 Geographical Overview

  • 10.1 Europe - Market Analysis
    • 10.1.1 By Country
      • 10.1.1.1 UK
      • 10.1.1.2 France
      • 10.1.1.3 Germany
      • 10.1.1.4 Spain
      • 10.1.1.5 Italy
  • 10.2 Equity Funds Market by Region
  • 10.3 Asia Pacific - Market Analysis
    • 10.3.1 By Country
      • 10.3.1.1 India
      • 10.3.1.2 China
      • 10.3.1.3 Japan
      • 10.3.1.4 South Korea
  • 10.4 Latin America - Market Analysis
    • 10.4.1 By Country
      • 10.4.1.1 Brazil
      • 10.4.1.2 Argentina
      • 10.4.1.3 Mexico
  • 10.5 North America - Market Analysis
    • 10.5.1 By Country
      • 10.5.1.1 USA
      • 10.5.1.2 Canada
  • 10.6 Middle East & Africa - Market Analysis
    • 10.6.1 By Country
      • 10.6.1.1 Middle East
      • 10.6.1.2 Africa

• 11 Global Economic Factors

  • 11.1 Inflation Impact
  • 11.2 Trade Policies

• 12 Technology & Innovation

  • 12.1 Emerging Technologies
  • 12.2 AI & Digital Trends
  • 12.3 Patent Research

• 13 Investment & Market Growth

  • 13.1 Funding Trends
  • 13.2 Future Market Projections

• 14 Market Overview & Key Insights

  • 14.1 Executive Summary
  • 14.2 Key Trends
  • 14.3 Market Challenges
  • 14.4 Regulatory Landscape

Segments Analyzed in the Report

The global Equity Funds market is categorized based on

By Fund Type

• Actively Managed Equity Funds
• Passively Managed Equity Funds
• Sector-specific Equity Funds
• Index Funds
• Dividend Equity Funds

By Investment Style

• Value Equity Funds
• Growth Equity Funds
• Blend Equity Funds
• Large Cap Equity Funds
• Small Cap Equity Funds

By Distribution Channel

• Direct Sales
• Financial Intermediaries
• Online Platforms
• Banks
• Others

By Asset Class

• Large Cap Equity
• Mid Cap Equity
• Small Cap Equity
• Dividend Equity
• Specialty Equity

By Region

• North America
• Europe
• Asia Pacific
• Latin America
• Middle East & Africa

Key Players

• Vanguard Group
• BlackRock, Inc.
• Fidelity Investments
• Charles Schwab Corporation
• Franklin Templeton Investments
• State Street Global Advisors
• T. Rowe Price
• Invesco Ltd.
• Morgan Stanley Investment Management
• JP Morgan Asset Management
• Dimensional Fund Advisors
• Harris Associates
• American Funds
• Legg Mason, Inc.
• Neuberger Berman Group LLC