Corporate Equities and Mutual Fund Shares Held by the 50th to 90th Wealth Percentiles
This dataset tracks corporate equities and mutual fund shares held by the 50th to 90th wealth percentiles over time.
Latest Value
5531444.00
Year-over-Year Change
13.49%
Date Range
7/1/1989 - 1/1/2025
Summary
This economic trend measures the value of corporate equities and mutual fund shares held by households in the 50th to 90th wealth percentiles in the United States. It provides insights into the investment activities and financial assets of the middle-class and upper-middle-class population.
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 50th to 90th Wealth Percentiles is a key metric used by economists and policymakers to understand the distribution of financial assets and investment behavior across different wealth groups in the U.S. economy. It helps analyze trends in household wealth, consumer spending, and the impact of economic policies on the middle class.
Methodology
The data is collected and calculated by the U.S. Federal Reserve based on household balance sheet surveys.
Historical Context
This trend is closely monitored by financial analysts, policymakers, and economic researchers to assess the financial health and investment patterns of the middle-class population.
Key Facts
- The 50th to 90th wealth percentiles hold a significant portion of U.S. household financial assets.
- This trend has implications for consumer spending, investment, and the broader economic outlook.
- The data is updated quarterly by the Federal Reserve.
FAQs
Q: What does this economic trend measure?
A: This trend measures the value of corporate equities and mutual fund shares held by households in the 50th to 90th wealth percentiles in the United States.
Q: Why is this trend relevant for users or analysts?
A: This trend provides insights into the investment activities and financial assets of the middle-class and upper-middle-class population, which is important for understanding household wealth, consumer spending, and the impact of economic policies.
Q: How is this data collected or calculated?
A: The data is collected and calculated by the U.S. Federal Reserve based on household balance sheet surveys.
Q: How is this trend used in economic policy?
A: This trend is closely monitored by financial analysts, policymakers, and economic researchers to assess the financial health and investment patterns of the middle-class population, which is crucial for informing economic policies and decisions.
Q: Are there update delays or limitations?
A: The data is updated quarterly by the Federal Reserve, and there may be some time lag in the availability of the most recent data.
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Citation
U.S. Federal Reserve, Corporate Equities and Mutual Fund Shares Held by the 50th to 90th Wealth Percentiles (WFRBLN40068), retrieved from FRED.