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Financial goals for mutual fund investment of households in the United States in 2020

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Source

Release date

January 2021

Region

United States

Survey time period

May June 2020

Number of respondents

3,001 respondents

Special properties

Households owning mutual funds

Method of interview

Telephone interview

Supplementary notes

Multiple answers were possible.

Citation formats

Financial goals for mutual fund investment of U.S. households 2020

Published by K. Scholle, Jan 27, 2021
As of 2020, the most common financial goal of owning mutual funds among households in the United States was to save for retirement. In 2020, ** percent of mutual fund-owning U.S. households stated this to be one of their financial goals, while ** percent stated that they owned mutual funds in case of emergency .
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Topics

Mutual funds worldwideInvestment fundsMutual fund and ETF providers in the U.S.Personal savings in the United StatesFinancial markets
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