Share of Corporate Equities and Mutual Fund Shares Held by the Bottom 50% (1st to 50th Wealth Percentiles)
This dataset tracks share of corporate equities and mutual fund shares held by the bottom 50% (1st to 50th wealth percentiles) over time.
Latest Value
1.00
Year-over-Year Change
0.00%
Date Range
7/1/1989 - 1/1/2025
Summary
Tracks the equity ownership percentage for the bottom 50% of wealth holders in the United States. Provides critical insight into wealth distribution and financial market participation.
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
This metric measures the proportion of corporate stocks and mutual fund shares owned by families in the lowest 50% of the wealth distribution. It reveals economic inequality trends.
Methodology
Data collected through Federal Reserve Survey of Consumer Finances, sampled every three years.
Historical Context
Used by policymakers to assess wealth concentration and economic mobility challenges.
Key Facts
- Reflects minimal stock market access for lower-income groups
- Indicates significant wealth concentration among top percentiles
- Critical indicator of economic opportunity disparities
FAQs
Q: What does this metric reveal about wealth inequality?
A: Shows extremely limited stock ownership among bottom 50% of wealth holders. Highlights significant economic disparities.
Q: How often is this data updated?
A: Typically updated every three years through the Federal Reserve's Survey of Consumer Finances.
Q: Why is stock ownership important?
A: Represents wealth accumulation and financial market participation opportunities for different economic groups.
Q: How does this impact economic policy?
A: Informs discussions about wealth redistribution, investment accessibility, and economic mobility strategies.
Q: Are there limitations to this data?
A: Represents a snapshot in time and may not capture rapid economic changes or individual investment variations.
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Citation
U.S. Federal Reserve, Share of Corporate Equities and Mutual Fund Shares Held by the Bottom 50% (WFRBSB50203), retrieved from FRED.