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How many people own mutual funds?

Of the 78 million households in the United States, 44%, or more than 90 million people, invest in mutual funds.

How much money is managed by mutual funds?

The mutual fund industry currently manages $12.2 trillion. This number fluctuates every moment, as the share prices that comprise each fund's portfolio change every second.

What is a "turnover rate"?

A portfolio's turnover rate is a measurement of a fund's trading activity, describing what percentage of the total portfolio is traded each period. Low turnover rates suggest the portfolio is holding on to assets, expecting higher returns. High turnover rates mean the fund is trading very actively, trying to realize positive returns, minimize losses, or manage the inflow and outflow of cash into the fund effectively, and over shorter periods of time.

What has been the average turnover rate of an equity mutual fund?

During the period 1974 to 2009, the average equity or stock mutual fund had an average turnover rate of 58%.

Does the size of the companies that compose a mutual fund portfolio really matter when deciding what type of mutual fund to purchase?

Yes, size does matter. In each broad category, you have the choice to buy mutual funds that invest in small companies. They may have a higher potential return, but also may have more risk. Medium-sized companies may reduce the risk over time since they are not so small, are better established than small companies, and may have the ability to generate profit growth over time. Large-company stock funds may have fewer risks, as these very established companies have proven track records, dividends, and earnings growth, and are thought to be less risky than small company funds.

What is the median age of the owner of mutual fund shares?

The median age of the owner of mutual fund shares is 50. Who invests in mutual funds the most?

People aged 35-64 invest in mutual funds more than any other age group.

 
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