ICI Global - Investor Research

Mutual Fund Ownership

Profile of Mutual Fund Shareholders, 2017 (pdf)
Oct 26, 2017
Supplement: Profile Mutual Fund Shareholders, 2017 (xls)
Oct 25, 2017
Characteristics of Mutual Fund Investors, 2017 (pdf)
Oct 11, 2017

Closed-End Fund Ownership

The Closed-End Fund Market, 2017 (pdf)
Apr 19, 2018
The Closed-End Fund Market, 2016 (pdf)
Apr 25, 2017
The Closed-End Fund Market, 2015 (pdf)
Apr 8, 2016

Mutual Fund Shareholders' Use of Information

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)
Mar 17, 2008
Understanding Investor Preferences for Mutual Fund Information (pdf)
Aug 25, 2006
Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf)
May 18, 2006

Mutual Fund Shareholders' Use of Financial Advisers

Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)
Feb 28, 2013
Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf)
Sep 23, 2008
Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf)
May 1, 2007

Equity Ownership in America

Equity and Bond Ownership in America, 2008 (pdf)
Dec 15, 2008
Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf)
Dec 14, 2008
Equity Ownership in America, 2005 (pdf)
Nov 10, 2005

U.S. Households' Views on Retirement Saving

American Views on Defined Contribution Plan Saving, 2017 (pdf)
Feb 1, 2018
American Views on Defined Contribution Plan Saving, 2016 (pdf)
Feb 22, 2017
American Views on Defined Contribution Plan Saving, 2015 (pdf)
Feb 4, 2016

IRA Investors

The Role of IRAs in US Households’ Saving for Retirement, 2017 (pdf)
Dec 4, 2017
Appendix: Additional Data on IRA Ownership in 2017 (pdf)
Dec 3, 2017
Ten Important Facts About IRAs (pdf)
Jul 10, 2017

The IRA Investor Database™

Defined Contribution Plan Investors

Defined Contribution Plan Participants’ Activities, 2017 (pdf)
May 17, 2018
Defined Contribution Plan Participants’ Activities, First Three Quarters of 2017 (pdf)
Feb 22, 2018

EBRI & ICI 401(k) Investor Database

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