TAILIEUCHUNG - Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012

Tham khảo sách 'ownership of mutual funds, shareholder sentiment, and use of the internet, 2012', tài chính - ngân hàng, quỹ đầu tư phục vụ nhu cầu học tập, nghiên cứu và làm việc hiệu quả | ICI RESEARCH PERSPECTIVE 1401 H STREET NW SUITE 1200 WASHINGTON DC 20005 202-326-5800 NOVEMBER 2012 VOL. 18 NO. 6 WHAT S INSIDE 2 . Households Ownership of Mutual Funds 8 Shareholder Sentiment About the Mutual Fund Industry 19 Mutual Fund Owners and Internet Access 25 Appendix Additional Data on the Ownership of Mutual Funds 2012 45 Notes 46 References Daniel Schrass Associate Economist Michael Bogdan Associate Economist and Sarah Holden Senior Director of Retirement and Investor Research prepared this report. Suggested citation Schrass Daniel Michael Bogdan and Sarah Holden. 2012. Ownership of Mutual Funds Shareholder Sentiment and Use of the Internet 2012. ICI Research Perspective 18 no. 6 November . Available at pdf . Ownership of Mutual Funds Shareholder Sentiment and Use of the Internet 2012 KEY FINDINGS In 2012 percent of . households owned shares of mutual funds or other investment companies including exchange-traded funds closed-end funds and unit investment trusts representing an estimated million households and million investors. Mutual funds were the most common type of investment company owned with million . households or percent owning mutual funds in 2012. The survey also found that million individual investors owned mutual funds in 2012. Most . mutual fund shareholders had moderate household incomes and were in their peak earning and saving years. More than half of . households owning mutual funds had incomes between 25 000 and 99 999 and about two-thirds were headed by individuals between the ages of 35 and 64 in 2012. More than twice as many . households owned mutual funds through tax-deferred accounts-employer-sponsored retirement plans IRAs and variable annuities-as owned mutual funds outside such accounts. Mutual fund owners reported that investment performance was the most influential of the many factors that shaped their opinions of the fund .

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