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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 financialdecision-makers. Of these, 2,336 decision-makers who indicated they
ownedequities were asked further questions about equity ownership.For definition of median, see Guide to Tabular Presentation]
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All owners
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Owners of
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Owners of
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Age
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Household income
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individual
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stock
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Item
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stocks
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mututal
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Total
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19 to 35
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36 to 54
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55 to 74
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75 years
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Less than
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$50,000 to
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$100,000
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funds
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years old
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years old
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years old
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old and over
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50,000
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99,999
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and over
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Median age (years)
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47
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29
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44
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61
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78
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45
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44
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48
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48
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47
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Median household income (dol.)
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60,000
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47,000
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62,500
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53,000
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30,000
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34,000
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65,000
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125,000
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62,500
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60,000
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Median household financial assets 1 (dol.)
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85,000
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25,000
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88,000
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200,000
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200,000
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42,500
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89,000
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300,000
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125,000
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87,500
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Equity investments owned:
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Individual stock (net) 2
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54
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45
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52
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58
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63
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44
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52
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67
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100
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43
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Inside employer-sponsored retirement plans
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20
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21
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23
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17
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6
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15
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20
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29
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37
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16
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Outside employer-sponsored retirement plans
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44
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35
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43
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51
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59
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34
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44
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61
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83
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39
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Stock mutual funds (net) 2
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85
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83
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88
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84
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80
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81
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89
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88
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72
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100
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Inside employer-sponsored retirement plans
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58
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64
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67
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47
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12
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49
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66
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69
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49
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69
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Outside employer-sponsored retirement plans
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57
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45
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57
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62
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72
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51
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55
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66
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55
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67
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Non-equity investments owned: 2
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Savings accounts, MMDAs, or CDs 3
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83
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82
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84
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82
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86
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79
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84
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86
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84
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83
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Bond investments (net) 2
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22
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14
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21
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24
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44
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15
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19
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31
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24
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24
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Individual bonds
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9
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4
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8
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11
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25
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4
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7
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15
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12
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9
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Bond mutual funds
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16
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11
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16
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19
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30
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12
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15
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23
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17
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19
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Fixed or variable annuities
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21
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9
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20
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30
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35
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17
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20
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25
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23
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22
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Hybrid mutual funds
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39
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33
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42
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41
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35
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33
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42
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46
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38
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29
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Money market mutual funds
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26
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17
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26
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32
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30
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20
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26
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38
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30
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44
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Investment real estate
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26
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17
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26
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34
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24
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18
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26
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40
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32
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27
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Have employer-sponsored retirement plan coverage
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80
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83
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86
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73
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49
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73
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86
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84
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79
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82
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Have Individual Retirement Account (IRA)
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53
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37
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53
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67
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39
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41
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55
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67
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57
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56
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1 Includes assets in employer-sponsored retirement plans but excludesvalue 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 © 2019 Photius Coutsoukis and Information Technology Associates, all rights reserved.
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