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Portfolio > Mutual Funds > Bond Funds

Boomers and bond-ownership

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  • 54.5 million — Number of households that owned equities or bonds in the first quarter of 2008.
  • 86% — Percentage of older boomers with a household income of $100,000 or more who owned bonds or equities; among younger boomers 83 percent had bonds or equities.
  • 28% — Approximate percentage of boomers who expect to add bonds to their household assets.

Source: Investment Company Institute