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32. 1997 Economic Census
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841. Characteristics of Mutual Fund Owners: 1998
[In percent, except as indicated.Mutual fund ownership includes holdings of money market, stock, bond, andhybrid mutual funds; and funds owned through variable annuities,
IndividualRetirement Accounts (IRAs), Keoghs, and employer-sponsored retirement plans.Based on a national probability sample of 1,470 primary financial decisionmakers inhouseholds
with mutual fund investments.For definition of median, see Guide to Tabular Presentation]
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Age
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Household income
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Characteristic
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Total
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18 to 33
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34 to 52
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53 years
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Less than
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$50,000 to
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Over
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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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$100,000
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$100,000
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Median age (years)
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44
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29
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43
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61
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41
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43
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46
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Median household income (dol.)
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55,000
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44,000
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62,000
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47,000
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35,000
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69,000
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125,000
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Median household financial assets 1 (dol.)
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80,000
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26,000
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90,000
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200,000
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37,000
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100,000
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325,000
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Own an IRA
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57
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45
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56
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73
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49
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59
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71
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Household has a defined contribution retirement plan(s), net 2
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77
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85
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83
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59
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70
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86
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89
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401(k) plan
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60
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73
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66
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39
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52
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68
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77
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403(k) plan
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12
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12
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12
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13
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10
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14
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19
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State, local, or federal government plan
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24
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21
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26
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23
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24
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27
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20
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Median mutual fund assets (dol.)
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25,000
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10,000
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25,000
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62,500
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10,000
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30,000
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70,000
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Median number of mutual funds owned
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4
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3
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4
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4
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2
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4
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6
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Own: 2
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Equity funds
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88
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87
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88
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90
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79
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91
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96
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Bond funds
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42
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34
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42
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52
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34
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40
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53
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Hybrid funds
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35
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29
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36
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40
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30
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33
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43
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Money market mutual funds
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48
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43
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47
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53
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45
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40
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53
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Own mutual funds bought: 2
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Outside employer-sponsored retirement plan(s)
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54
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45
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55
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59
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43
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53
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65
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Inside employer-sponsored retirement plan(s)
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62
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66
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70
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46
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53
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73
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78
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1 Includes assets in employer-sponsored retirement plans but excludesvalue of primary residence.
2 Multiple responses included.
Source: Investment Company Institute, Washington, DC,1998 Profile of Mutual Fund Shareholders, 1999 (copyright).
http://www.ici.org/
https://allcountries.org/uscensus/841_characteristics_of_mutual_fund_owners_1998.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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