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Lipper
Muriel Siebert & Co.

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FUN(D) FACTS!
Who Is the Typical Mutual Fund Owner?

At year-end 1997, 37.4 percent of all households - or about 65.5 million individuals - owned shares in mutual funds, according to research from the Invstment Company Institute (ICI), the Washington, DC-basd trade association for the mutual fund industry.

Other ICI fund research shows:

  • Nearly 60 percent of folks owning mutual funds have household incomes ranginf from $25,000 a year to $74,999.

  • Most people owning mutual funds are between the ages of 25 and 64.

  • The more money one makes the more mutul fund accounts they are likely to have.

  • And, more households sre likely to own equity funds than bond funds.

    *from 101 Mutual Fund FAQs


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