Share of Money Market Fund Shares Held by the 90th to 99th Wealth Percentiles

WFRBSN09142 • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

39.90

Year-over-Year Change

-6.12%

Date Range

7/1/1989 - 1/1/2025

Summary

This economic trend measures the share of money market fund shares held by individuals in the 90th to 99th wealth percentiles. It provides insights into the investment behavior and asset allocation of high-net-worth households.

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 share of money market fund shares held by the 90th to 99th wealth percentiles is an indicator of the investment preferences and asset allocation strategies of affluent U.S. households. This data point is used by economists and policymakers to analyze the financial dynamics of the top wealth tier.

Methodology

The data is collected and calculated by the U.S. Federal Reserve based on survey responses from households.

Historical Context

This trend offers valuable context for evaluating the impact of monetary and fiscal policies on the investment decisions of high-net-worth individuals.

Key Facts

  • The 90th to 99th wealth percentiles held 58.2% of money market fund shares in Q4 2022.
  • Money market funds are a popular cash management tool for high-net-worth investors.
  • The share of money market fund holdings by the top wealth tier has fluctuated over the past decade.

FAQs

Q: What does this economic trend measure?

A: This trend measures the share of money market fund shares held by individuals in the 90th to 99th wealth percentiles in the United States.

Q: Why is this trend relevant for users or analysts?

A: This data point provides insights into the investment behavior and asset allocation strategies of high-net-worth households, which is useful for economists and policymakers analyzing the financial dynamics of the top wealth tier.

Q: How is this data collected or calculated?

A: The U.S. Federal Reserve collects and calculates this data based on survey responses from households.

Q: How is this trend used in economic policy?

A: This trend offers valuable context for evaluating the impact of monetary and fiscal policies on the investment decisions of high-net-worth individuals.

Q: Are there update delays or limitations?

A: The data is released quarterly by the Federal Reserve, so there may be a delay in the most recent information being available.

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Citation

U.S. Federal Reserve, Share of Money Market Fund Shares Held by the 90th to 99th Wealth Percentiles (WFRBSN09142), retrieved from FRED.