TAILIEUCHUNG - Characteristics of Mutual Fund Investors, 2011

For example, SLAT Prime Obligation Fund disclosed a variety of asset purchases occurring in the year ended June 30, 2009, but did not disclose transaction dates. Second, even if the date of the support was disclosed, in many cases that date represented when the sponsor chose to provide direct support, but the direct support may have been preceded by indirect support such as guarantees that were important in stabilizing the NAV, reassuring investors and preventing runs. Finally, for some funds, AUM data were not available daily or even monthly for the periods reviewed, and thus a perfect match could. | ICI RESEARCH PERSPECTIVE 1401 H STREET NW SUITE 1200 WASHINGTON DC 20005 202 326-5800 OCTOBER 2011 VOL. 17 NO. 6 WHAT S INSIDE 1 . Household Ownership of Mutual Funds in 2011 2 Most Mutual Fund Owners Are Married Educated and in Their Prime Earning Years 3 Most Mutual Fund Owners Are Employed and MiddleIncome 4 Mutual Fund Owners Hold a Range of Other Investments 5 Mutual Funds Are Important Components in Investor Portfolios 6 Retirement Saving Is Often the Goal of Mutual Fund Investors 8 Employer-Sponsored Plans and Financial Advisers Are the Main Channels of Fund Investments 9 First Mutual Fund Purchases Increasingly Are Made Through Employer-Sponsored Plans 10 Most Mutual Fund-Owning Households Bought Their First Fund Before 2000 11 Baby Boomers Own the Largest Share of Mutual Fund Assets 13 Notes 14 References Michael Bogdan Associate Economist Sarah Holden Senior Director of Retirement and Investor Research and Daniel Schrass Associate Economist prepared this report. Suggested citation Bogdan Michael Sarah Holden and Daniel Schrass. 2011. Characteristics of Mutual Fund Investors 2011. ICI Research Perspective 17 no. 6 October . Available at pdf . Characteristics of Mutual Fund Investors 2011 KEY FINDINGS In 2011 most households that owned mutual funds were headed by individuals in their peak earning and saving years. About two-thirds of mutual fund-owning households were headed by individuals between the ages of 35 and 64. The majority of mutual fund owners was employed and had moderate household incomes. Seventy-one percent of individuals heading households owning mutual funds were employed either full- or part-time. Fifty-five percent of . households owning mutual funds had incomes between 25 000 and 99 999. Mutual fund-owning households often held several funds and equity funds were the most commonly owned type of mutual fund. Among households owning mutual funds in 2011 86 percent held more than one fund and 81 .

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