Data + Marketing Solutions | 100 Years

800.628.7806
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Mutual Fund Investors + Qualified Responders

#117A
View Datacard: Excel | PDF
Updated: 6/2017
Confirmed: 6/2017
 

This is a premium collection of affluent, active and diversified direct investors of retail mutual funds.  This well informed and investment savvy audience is attracted to mutual funds offering diversification, risk avoidance, tradability and liquidity for their portfolio.  The "Growth" mutual fund investor audience is speculative, risk tolerant and attracted to high yielding income mutual funds.  The "Conservative" mutual fund audience reports that they are mainly concerned with wealth preservation and retirement.  Research, selection and investment into the mutual funds are typically derived from investment publications, mutual fund ranking reports and financial newspapers online and in print.  This audience has also indicated that they are receptive to mutual fund offers from registered investment advisors with qualified opportunities.   Self-reported information indicates that they welcome the talent and track record of proven fund managers.  This qualified audience is comprised of active mutual fund investors and qualified responders with have requested information or expressed an interest to invest into mutual fund for a minimum of $10,000.00 within the last 12 months.  All marketing data points, self-reported and public, are audited and double verified each month through 2 or more organic sources ensuring superior accuracy and a receptive and responsive audience.   

 

2,861,148 Total Mutual Fund Investors   $85.00/M
   992,944 - Conservative Fund Investors   $85.00/M
   723,745 - Growth Fund Investors   $85.00/M
   167,225 With Phone Numbers (DNC Suppressed) $105.00/M
   785,859 Opt-In Email Addresses $125.00/M

Call or Email to Order!
800.628.7806

 

Avg. Age

48

Avg. Income

87K

Avg. Net Worth

175K

Gender Precentage

10F - 90M

 

Sources: Direct Response | Direct Mail | Opt-In Email

Unit of Sale

 

Investment Questionnaires
Telemarketing
Direct Mail
Subscriptions
Questionnaires
Seminar Attendees
Insurance Questionnaires

Proprietary Sources
Opt-In Email

$10,000.00 Average

 

Addressing

4-Up Cheshire
P.S. Labels
3.5 Diskette
CD ROM
Email / FTP
Email - Deployment
Email - Personalization

Selections

Age N/C
Income Select N/C
Phone Number $20.00/M
Zip/Scf/County/State $7.00/M
P.S. Labels $10.00/M
3x5 Index Cards $35.00/M
3.5 Diskette $50.00/F
CD ROM $50.00/F
Email/FTP $50.00/F
 

Minimum Order 5,000 Records

Guaranteed 95% Deliverable
Updated Quarterly
Last Update:   6/2017
Next Update:   9/2017
Delivery: Within 24 Hours
Data Transfer: $25.00 Flat Rate

Postal Address: Updated Quarterly - NCOA - CASS Certification
 
Email Address: Updated Daily - CAN - SPAM Compliant
 
Telephone Number: Updated Bi-Monthly - DNC Suppressed
 
 List Broker Discount 25% - More Information
 

Selections

Net Worth $10.00/M
Gender $5.00/M
Key Coding $5.00/M
Carrier Rt. Sort. $10.00/M
Bar Coding $10.00/M
Email - Deployment $25.00/M
Email - Personalization $25.00/M
 

 

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