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839. Characteristics of Equity Owners: 1999

[In percent, except as indicated. Based on a national probability sample of 4,842 household financial decision-makers. Of these, 2,336 decision-makers who indicated they owned equities were asked further questions about equity ownership. For definition of median, see Guide to Tabular Presentation]

 
All owners
Owners of Owners of
Age Household income individual stock
Item stocks mututal
Total 19 to 35 36 to 54 55 to 74 75 years Less than $50,000 to $100,000 funds
years old years old years old old and over 50,000 99,999 and over
 
Median age (years) 47 29 44 61 78 45 44 48 48 47
Median household income (dol.) 60,000 47,000 62,500 53,000 30,000 34,000 65,000 125,000 62,500 60,000
Median household financial assets 1 (dol.) 85,000 25,000 88,000 200,000 200,000 42,500 89,000 300,000 125,000 87,500
 
Equity investments owned:
  Individual stock (net) 2 54 45 52 58 63 44 52 67 100 43
    Inside employer-sponsored retirement plans 20 21 23 17 6 15 20 29 37 16
    Outside employer-sponsored retirement plans 44 35 43 51 59 34 44 61 83 39
  Stock mutual funds (net) 2 85 83 88 84 80 81 89 88 72 100
    Inside employer-sponsored retirement plans 58 64 67 47 12 49 66 69 49 69
    Outside employer-sponsored retirement plans 57 45 57 62 72 51 55 66 55 67
 
Non-equity investments owned: 2
  Savings accounts, MMDAs, or CDs 3 83 82 84 82 86 79 84 86 84 83
  Bond investments (net) 2 22 14 21 24 44 15 19 31 24 24
    Individual bonds 9 4 8 11 25 4 7 15 12 9
    Bond mutual funds 16 11 16 19 30 12 15 23 17 19
  Fixed or variable annuities 21 9 20 30 35 17 20 25 23 22
  Hybrid mutual funds 39 33 42 41 35 33 42 46 38 29
  Money market mutual funds 26 17 26 32 30 20 26 38 30 44
  Investment real estate 26 17 26 34 24 18 26 40 32 27
 
Have employer-sponsored retirement plan coverage 80 83 86 73 49 73 86 84 79 82
Have Individual Retirement Account (IRA) 53 37 53 67 39 41 55 67 57 56



1 Includes assets in employer-sponsored retirement plans but excludes value of primary residence.
2 Multiple responses included.
3 MMDA=money market deposit account; CD=certificate of deposit.

Source: Investment Company Institute, Washington, DC, and Securities Industry Association, New York, NY, Equity Ownership in America, Fall 1999 (Copyright).

http://www.ici.org/



https://allcountries.org/uscensus/839_characteristics_of_equity_owners_1999.html

These tables are based on figures supplied by the United States Census Bureau, U.S. Department of Commerce and are subject to revision by the Census Bureau.

Copyright © 2006 Photius Coutsoukis and Information Technology Associates, all rights reserved.