ICI Report Shows Mutual Funds Key Driver of Expanding Pool of Middle-Class Investors [Yahoo! Finance]
ABRDN PLC UNSP ADR (SLFPY)
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Source: Yahoo! Finance
new data from the Investment Company Institute (ICI). Mutual funds have introduced millions of Americans to investing and are ingrained in American culture as a trusted investment vehicle for millions of middle-class families. ICI's latest reports, " Ownership of Mutual Funds and Shareholder Sentiment, 2025 " and " Characteristics of Mutual Fund Investors, 2025 ," show that the share of middle-income households owning mutual funds rose from 43 percent in 2005 to 57 percent in 2025, the largest percentage point increase occurring in the second income quintile. The median income of households that owned mutual funds was $125,000. Middle-Income Households' Ownership of Mutual Funds Increased over the Past Two Decades "Rising mutual fund ownership among middle-income households demonstrates the important role these investments play in the growing strength of the American middle class," said Sarah Holden, ICI Senior Director of Retirement and Investor Research . "This trend highlights
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