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Profile of Mutual Fund Shareholders, 2013 (PDF)
Investment Company Institute [ICI] Link to more items from this source
Feb. 24, 2014
"[In] 2013 the 'typical' mutual fund-owning head of household: [1] was middle-aged, employed, educated, married or living with a partner ... [2] was of moderate financial means ... [3] owned investments other than mutual funds, including individual stocks ... [4] had $100,000 invested in three mutual funds, including at least one equity fund; [5] owned mutual funds inside an employer-sponsored retirement plan ... [6] owned mutual funds outside employer-sponsored retirement plans, primarily purchased through investment professionals[.]"

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