Sunday, 16 December 2007

Mutual fund numbers

The household balance sheet of Americans as a group shows
that stocks as a percentage of financial assets went from 20.5 percent
in 1980 to the 1999 high of 50 percent, before the recent decline,
according to data from the Federal Reserve.
The mix of assets held in mutual funds shows a similar shift,
with stocks as a percentage of total mutual fund assets rising as
high as 57.9 percent in 2000, from 24.6 percent in 1992, when
AMG Data Services began collecting these mutual fund numbers.
As noted earlier, this share is now a little lower.

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