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Share of households owning mutual funds in the United States in 2019, by source of ownership

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Source

Release date

April 2020

Region

United States

Survey time period

May to July 2019

Number of respondents

1,821 respondents

Special properties

member of mutual fund-owning households who was either the sole or co-decision maker most knowledgable about the household's savings and investments

Method of interview

Telephone interview

Citation formats

Share of U.S. households owning mutual funds 2019, by source of ownership

Published by K. Scholle, Jan 13, 2021
Almost half of mutual fund-owning households in the United States owned their funds both inside and outside employer-sponsored retirement plans in 2019. It was more common to own mutual funds only inside employer-sponsored retirement plans than outside only, ** percent compared to ** percent.
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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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