Mutual Funds

Index Funds

Who invests in mutual funds?

According to researchers at the ICI, citing its own data and data from the U.S. Census Bureau, in 2012, 92 million individual investors owned mutual funds and held 89% of all mutual fund assets. This represents a total of approximately 53.8 million households or 44% of all U.S. households. The ICI researchers note that the ownership percentages have remained rather stable over the past ten years. The researchers also note that the median amount invested in mutual funds is approximately $100,000; that 48% of these investors are college graduates; and that 72% of investors worked full- or part-time. They also note that 93% of these investors are investing for retirement, 27% are investing for education, and 63% invested in their first mutual fund through their employer.


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