Corporate Equities and Mutual Fund Shares Held by the Bottom 50% (1st to 50th Wealth Percentiles)
This dataset tracks corporate equities and mutual fund shares held by the bottom 50% (1st to 50th wealth percentiles) over time.
Latest Value
489688.00
Year-over-Year Change
19.10%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend tracks the value of corporate equities and mutual fund shares held by the bottom 50% of U.S. households by wealth. It provides insight into wealth distribution and financial asset ownership among lower-income Americans.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
The Corporate Equities and Mutual Fund Shares Held by the Bottom 50% (1st to 50th Wealth Percentiles) measure the total market value of these financial assets owned by the least wealthy half of U.S. households. This indicator offers economists and policymakers a window into economic inequality and financial inclusion.
Methodology
The data is collected through the Federal Reserve's Survey of Consumer Finances.
Historical Context
This wealth ownership metric informs discussions around asset-building policies and the distribution of financial gains.
Key Facts
- Held by the bottom 50% of U.S. households by wealth.
- Provides insight into financial asset ownership.
- Informs discussions around economic inequality.
FAQs
Q: What does this economic trend measure?
A: This trend tracks the total market value of corporate equities and mutual fund shares owned by the least wealthy 50% of U.S. households.
Q: Why is this trend relevant for users or analysts?
A: This metric offers important insights into the distribution of financial assets and wealth inequality in the United States.
Q: How is this data collected or calculated?
A: The data is collected through the Federal Reserve's Survey of Consumer Finances.
Q: How is this trend used in economic policy?
A: This wealth ownership indicator informs discussions around asset-building policies and the equitable distribution of financial gains.
Q: Are there update delays or limitations?
A: The data is published at irregular intervals based on the Survey of Consumer Finances schedule.
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Citation
U.S. Federal Reserve, Corporate Equities and Mutual Fund Shares Held by the Bottom 50% (1st to 50th Wealth Percentiles) (WFRBLB50095), retrieved from FRED.