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Funds, trusts, and other financial vehicles

Industries in the Funds, Trusts, and Other Financial Vehicles NAICS subsector are comprised of legal entities (i.e., funds, plans, and/or programs) organized to pool securities or other assets on behalf of shareholders or beneficiaries of employee benefit or other trust funds. The portfolios are customized to achieve specific investment characteristics, such as diversification, risk, rate of return, and price volatility. These entities earn interest, dividends, and other property income, but have little or no employment and no revenue from the sale of services. Establishments with employees devoted to the management of funds are classified in Industry Group 5239, Other Financial Investment Activities.

Establishments primarily engaged in holding the securities of (or other equity interests in) other firms are classified in Sector 55, Management of Companies and Enterprises.

Related Data Tables

For estimates relating to Funds, trusts, and other financial vehicles please see the following tables

  • In the annual state personal income and employment category: SA05N SA06N SA07N SA25N SA27N
  • In the county annual personal income and employment category: CA05N CA06N