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Share of affluent household members in the United States who invested in mutual funds in 2011-2014

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Household income $100,000 or moreHousehold income $200,000 or more
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Description Source More information
This statistic shows the percentage of affluent household members in the United States who invested in mutual funds from 2011 to 2014. In 2013, 56.3 percent of respondents who came from a household where the annual income was 200,000 U.S. dollars or more stated that they invest in mutual funds.
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Release date
September 2014
Region
United States
Survey time period
2011 - 2014
Number of respondents
See supplementary notes for the detailed sample size of each year
Age group
18 years and older
Special properties
Persons living in affluent households
Method of interview
Postal questionnaire
Supplementary notes
During the survey the question was posed as follows: "At the present time, which of the financial accounts (savings and investments) listed below do you or other members of your household own?"

2011 sample size:
Persons with a household income of $100K+: 14,405
Persons with a household income of $200K+: 4,834

2012 sample size:
Persons with a household income of $100K+: 13,794
Persons with a household income of $200K+: 4,734

2013 sample size:
Persons with a household income of 100K+ U.S. dollars: 13,348
Persons with a household income of 200K+ U.S. dollars: 5,656

2014 sample size:
Persons with a household income of 100K+ U.S. dollars: 12,747
Persons with a household income of 200K+ U.S. dollars: 5,490

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