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32. 1997 Economic Census
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840. Household Ownership of Mutual Funds, by Age and Income
[In percent.Includes money market, stock, bond and hybrid, variable annuity,IRA, Keogh and employer-sponsored retirement plan fund owners.An estimated 44,400,000 households own
mutual funds.Based on a sample survey of 3,000 households; for details, see source]
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1998
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1999
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Age of
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Households owning
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Households owning
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household head
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All
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mutual funds
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All
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mutual funds
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and
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households,
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households,
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household
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percent
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Percent
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Percent
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percent
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Percent
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Percent
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income
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distri-
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distri-
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of all
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distri-
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distri-
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of all
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bution
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bution
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households
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bution
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bution
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households
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Total
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100
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100
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44
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100
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100
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47
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Less than 25 years old
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5
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3
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24
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5
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3
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28
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25 to 34 years old
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20
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18
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42
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19
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19
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47
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35 to 44 years old
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22
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26
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52
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23
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27
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55
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45 to 54 years old
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18
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22
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53
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19
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23
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58
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55 to 64 years old
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13
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15
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51
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13
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13
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50
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65 years old and over
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22
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16
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31
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21
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15
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34
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Less than $25,000
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27
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9
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13
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24
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8
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15
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$25,000 to $34,999
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17
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11
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28
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15
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9
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30
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$35,000 to $49,999
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17
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19
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47
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18
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18
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49
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$50,000 to $74,999
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22
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31
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62
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22
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30
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62
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$75,000 to $99,999
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8
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14
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72
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10
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16
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78
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$100,000 and over
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9
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16
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77
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11
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19
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78
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Source: Investment Company Institute, Washington, DC,Fundamentals, Investment Company Institute Research in Brief,Vol. 8, Nos. 1 and 5, March and September 1999 (copyright).
http://www.ici.org/
https://allcountries.org/uscensus/840_household_ownership_of_mutual_funds_by.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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