Equity Ownership On the Rise&hellop;

January 2000
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p27
Academic Journal
This article presents information on a study conducted by the Investment Company Institute and the Securities Industry Association related to equity ownership. According to the study, approximately half--48.2 percent, to be exact--of all American households own equities either directly or indirectly through stock mutual funds. Only 19 percent of households owned equities in 1983. The study found that 47 percent of the equity owners own only stock funds. 15 percent own only stocks and 38 percent own stocks and stock mutual funds. In 54 percent of the equity-owning households, investment decision-making is shared. 48 percent of equity owners are baby boomers, 33 percent are 55 or older and 19 percent are Generation X members.


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