Share of households owning mutual funds in the United States from 1980 to 2016

Loading statistic...
Share of households
19805.7%
198514.7%
199025.1%
199528.7%
200045.7%
200544.4%
201045.3%
201144.1%
201244.4%
201346.3%
2014*43.3%
2015*43%
2016*43.6%
© Statista 2017

Show further information

Complete Source Details

AdvertisementTableau Software
 
About This Statistic

The statistic presents the share of households owning mutual funds in the United States from 1980 to 2016. In 2016, 43.6 percent of the households in the United States owned mutual funds.


Mutual funds

A mutual fund is a variety of collective investment vehicle, managed professionally that pools money from many investors in order to purchase securities. They play an important role in household finances in the United States of today, most notably in retirement planning. It is commonly applied only to the forms of collective investment that are regulated and are sold to the public at large. The majority of mutual funds are what is known as ‘open-ended’, meaning that shares can be bought or sold at anytime. There are a number of advantages associated with mutual funds as opposed to direct investment in individual securities. The nature of the fund as a collective investment vehicle provides increased diversification and ease of comparison to investors. The fact that they are managed professionally, and that the investment is pooled, enables participation in investments that would normally only be available to larger investors. Mutual funds are also stable in price as daily liquidity ensures minimum loss of value. Despite several advantages, as with every aspect of investment some disadvantages are to be taken into account. Fees are an inevitable part of a professionally managed fund, as is the inability to customize the investment. A common complains is also that the investor has less control over timing of the recognition of their gains.

Mutual funds owned by American households are at a steady rate and have moved scarcely a percentage point between since 2000.

Show more…
Special Functions
Download as ...
Graphic (PNG)
Excel (XLS)
PowerPoint (PPT)
PDF
Options
Settings
Print
Research Alerts
Download started
Please be patient - this may take a moment

Statista Accounts: Access All Statistics. Starting from $588 / Year

Statistics on "Mutual funds"

The most important statistics
The most important statistics
The most important statistics
The most important statistics

Related Studies: Available to Download in PDF or PPTX Format

Mutual funds

All Information
in one Presentation

Mutual funds

Everything On "Mutual funds" in One Document: Edited and Divided into Handy Chapters. Including Detailed References.

Statista for Your Company: The Research and Analysis Tool

  • Product Film
  • Statistics
  • Downloads

Our Premium Statistics - facts for your business

Currently, Statista provides more than 1 million statistics. 93 percent (all Premium content) are exclusively accessible via our professional accounts.

Unlimited access

As a Statista Premium customer, you receive unlimited access to all statistics at all times. Including downloads of data in the most common formats (XLS, PDF & PNG). Create relevant and significant statistics in no time.

You are in good company

Further Content: Statistics, Studies, and Topic Pages

Our Business Solutions: Save Time and Money

only

$588*

per year
Your advantages
  • Full access to all our statistics
  • Download as XLS, PDF & PNG
  • Relevant data: complete source information
All functions of our platform illustrated face-to-face
  • Learn how Statista supports your company
  • Extensive tour across the whole portal
  • Personal guidance by our support team
The knowledge database for your company
  • All functions of the Premium Account
  • Access to dossiers, forecasts and studies
  • Access to our international database
  • Publishing rights and other exclusive functions