Characteristics of Mutual Fund Owners: 1998 to 2004

Added By Infochimps

The Statistical Abstract files are distributed by the US Census Department as Microsoft Excel files. These files have data mixed with notes and references, multiple tables per sheet, and, worst of all, the table headers are not easily matched to their rows and columns.

A few files had extraneous characters in the title. These were corrected to be consistent. A few files have a sheet of crufty gibberish in the first slot. The sheet order was shuffled but no data were changed.

The tables that were changed (this is table 1185):

0166 0257 0362 0429 0445 0446 0459 0461 0462 0464 0465 0466 0467
0469 0479 0480 0481 0482 0483 0484 0485 0486 0487 0559 0628 0629
1144 1227 1231

This dataset consists of a table of 84 rows and 9 columns.

In percent, except as indicated. Mutual fund ownership includes holdings of money market, stock, bond, and hybrid mutual funds; and funds owned through variable annuities, Individual Retirement Accounts (IRAs), Keoghs, and employer-sponsored retirement plans. 1998, 2001 and 2004 data based on national probability samples of 1,470; 2,592; and 3,613 primary financial decisionmakers, respectively, in households with mutual fund investments. A mutual fund is an open-end investment company that continuously issues and redeems shares that represent an interest in a pool of financial assets. For definition of median, see Guide to Tabular Presentation


  1. Includes assets in employer-sponsored retirement plans but excludes
    value of primary residence.
  2. Net figure adjusted for multiple responses.
    A defined contribution plan is a pension plan in which the
    contributions are made to an individual account for each employee.
    The retirement benefit is dependent upon the account balance at
    retirement. The balance depends upon amounts contributed,
    investment experience, and, in the case of profit sharing plans,
    amounts which may be allocated to the account due to forfeitures by
    terminating employees.


Public Domain (Government Work)

This dataset was prepared by the government and is therefore in the public domain. There are no restrictions upon its use.