Individual Investors - Affluent
Affluent Consumers

Affluent consumers use Morningstar tools to research new investing opportunities, check their portfolios and stay in tact with the most current market updates.

Profile Point Morningstar.com Online Index
Current Market Value of Portfolio: $500,000-$999,999 239
Current Market Value of Portfolio: $1,000,000+ 314
Securities Currently Owned - Money Market Funds (last 12 months) 187
Securities Currently Owned - Mutual Fund - Corporate Bond (last 12 months) 280
Securities Currently Owned - Mutual Fund - Foreign Stock Managed (last 12 months) 336
Securities Currently Owned - Mutual Fund - Stock Index (last 12 months) 293
Securities Currently Owned - Mutual Fund - Stock Managed (last 12 months) 281
Securities Currently Owned - Self Directed IRA (last 12 months) 210
Shopped Online for Money Market Funds (last 30 days) 511
Shopped Online for Mutual Funds - Bond (last 30 days) 792
Shopped Online for Mutual Funds - Stock (last 30 days) 579
Shopped Online for Stocks (last 30 days) 437
Any Online Investment Shopping (last 30 days) 427
Online Paid Subscription to General/Business/Financial News 611
Event Ticket Purchases - Basketball NBA game (last 6 months) 104
Event Ticket Purchases - Museum (last 6 months) 207
Purchased Books on Tape Online (last 30 days) 268
Any Business & Finance Magazine Readership (last 30 days) 337
Magazine Readership - Arthur Frommer's Budget Travel (last 30 days) 232
Magazine Readership - Cigar Aficionado (last 30 days) 237
Magazine Readership - Golf Digest (last 30 days) 226
Magazine Readership - Golf Magazine (last 30 days) 202
Magazine Readership - Wine Spectator (last 30 days) 250
Vacation Packages - Heavy Online Spending (last 6 months) 229
International Vacation - Italy/Greece/Turkey (last 2 years) 136
International Vacation - Netherlands/Belgium (last 2 years) 265
International Vacation - Spain/Portugal (last 2 years) 222

Source: Nielson @Plan Winter 2009