Data + Marketing Solutions | 100 Years


Mutual Fund Investors and Qualified Responders

View Datacard: Excel | PDF 

Updated: 3/2024 | Confirmed: 3/2024  

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. 

1,176,889 Mutual Fund Investors + Responders    $85.00/M
   992,944 Conservative Mutal Fund Investors   $85.00/M
    96,706 Conservative Fund Investors - Phones  $105.00/M
  454,462 Conservative Fund Investors - Opt-In Email $125.00/M
  723,745 Growth Mutual Fund Investors   $85.00/M
    70,485 Growth Fund Investors - Phones  $105.00/M
   331,397 Growth Fund Investors - Opt-In Email  $125.00/M

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Avg. Age


Avg. Income


Avg. Net Worth


Gender Precentage

10F - 90M


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

Unit of Sale


Investment Questionnaires
Direct Mail


Seminar Attendees
Insurance Questionnaires
Proprietary Sources
Opt-In Email

$10,000.00 Average



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


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:  3/2024
Next Update:  6/2024 
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


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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