Share of Corporate Equities and Mutual Fund Shares Held by the 50th to 90th Wealth Percentiles
This dataset tracks share of corporate equities and mutual fund shares held by the 50th to 90th wealth percentiles over time.
Latest Value
11.80
Year-over-Year Change
0.00%
Date Range
7/1/1989 - 1/1/2025
Summary
Tracks wealth distribution of corporate equities and mutual fund shares among middle-upper wealth percentiles. Provides insight into investment patterns of middle-class 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
This metric measures stock and mutual fund ownership for households between the 50th and 90th wealth percentiles. It reflects middle-class investment behavior and financial asset distribution.
Methodology
Calculated through comprehensive household financial asset surveys and wealth distribution analysis.
Historical Context
Used by policymakers to understand middle-class investment trends and economic mobility.
Key Facts
- Reflects investment capacity of middle-income households
- Indicates financial asset distribution trends
- Important economic mobility indicator
FAQs
Q: What does this economic indicator measure?
A: It tracks stock and mutual fund ownership for households between 50th and 90th wealth percentiles. Provides insights into middle-class investment patterns.
Q: Why are these wealth percentiles important?
A: They represent middle to upper-middle income households, crucial for understanding economic trends and financial behavior.
Q: How often is this data updated?
A: Typically updated annually through comprehensive Federal Reserve household financial surveys.
Q: What can this data tell us about economic health?
A: Reveals investment capabilities and financial asset distribution among middle-income households.
Q: Are there limitations to this data?
A: Represents a snapshot in time and may not capture rapid economic changes or individual variations.
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Citation
U.S. Federal Reserve, Share of Corporate Equities and Mutual Fund Shares Held by the 50th to 90th Wealth Percentiles (WFRBSN40176), retrieved from FRED.