Who owns mutual funds?




Who owns mutual funds?

More than 30 million households in the United States own mutual funds, up from 4.6 million households in 1980. Here is a look at some characteristics of the average mutual fund shareholder.







Source: Investment Company institute, Mutual Fund Shareholders: People Behind the Growth , copyright © 1996



Where to find January’s flipbook issue

Starting this month, all Association magazines — the Journal of Accountancy, The Tax Adviser, and FM magazine (coming in February) — are completely digital. Read more about the change and get tips on how to access the new flipbook digital issues.

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Get your clients ready for tax season

Upon its enactment in March, the American Rescue Plan Act (ARPA) introduced many new tax changes, some of which retroactively affected 2020 returns. Making the right moves now can help you mitigate any surprises heading into 2022.