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

Published by Statista Research Department, May 23, 2022
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, 35 percent compared to 18 percent.

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

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Source

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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

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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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