|
Financial Profile
| Net worth |
| Median: | $528,300 | |
| Mean: | $938,600 | |
|
| | MRI
Index | |
| Investments owned (net) |
| Mutual funds: | 520 | 55% |
| IRAs: | 358 | 50% |
| Money market funds: | 758 | 46% |
| Common/preferred stock: | 431 | 37% |
| CDs: | 425 | 30% |
| Annuities: | 632 | 22% |
| Tax exempt funds: | 861 | 20% |
| US bonds: | 306 | 24% |
| Corporate bonds or debentures: | 1,817 | 11% |
| |
| Currently invested in socially responsible companies/investment products: | | 34% |
| |
| Investments considered |
| Would consider investing in socially responsible companies/investment products: | | 68% |
| |
| Homeownership: |
| Owns place of primary residence: | 112 | 79% |
| |
| Market value of primary home |
| $200,000 or more: | 134 | 71% |
| Median: | 142 | $302,900 |
| Mean: | 166 | $412,300 |
| |
| 2008 Subscriber Study, MRI Market Solutions. |
|
|
