Wednesday, April 20, 2011

Equity Holdings

During February, equity mutual funds accounted for 69.3% of the share of all such funds that invest in stocks and bonds. This percentage has ranged between 65% and 85% since the mid-1990s. So it is currently near the bottom of this range.

At the end of last year, equities directly held by households accounted for 17.9% of their financial assets and 12.0% of their financial and tangible assets. Both are up from two years ago, as stock prices have doubled. However, they are closer to the bottoms than the tops of their respective ranges since the early 1950s.

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