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Change in Portfolio Allocation for Mass Affluent and Affluent Households

Data-driven Marketing

Asset allocation has changed substantially for both Mass Affluent and Affluent households over the last 6 years. Let’s take a look at how the allocation toward stocks, mutual funds, and deposits has differed for these two groups.

Mass-Affluent-and-Affluent-November-2013-FS-Graphic-Cropped-Web-v3

Source: WealthComplete®, 2007-2012


Average Allocation of Assets in Bonds 2007-2012
Affluent households are much more likely to invest in bonds than Mass Affluent households.

  • Mass Affluent – bond allocation: 4.1%
  • Affluent – bond allocation: 11.5%


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