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

Published by Statista Research Department, May 23, 2022
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, 94 percent of mutual fund-owning U.S. households stated this to be one of their financial goals, while 47 percent stated that they owned mutual funds in case of emergency .

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

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Source

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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.

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