ICI Global Research & Statistics Investor Research

- Fact Books
- Industry Research
- Investor Research
- Mutual Fund Ownership
- Closed-End Fund Ownership
- Mutual Fund Shareholders' Use of Information
- Mutual Fund Shareholders' Use of Financial Advisers
- Equity Ownership in America
- U.S. Households' Views on Retirement Saving
- IRA Investors
- The IRA Investor Database™
- Defined Contribution Plan Investors
- 401(k) Investor Database
- Retirement Research
- ICI Research Perspective
- Statistics
Mutual Fund Ownership
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (pdf)
Nov 19, 2020
- Characteristics of Mutual Fund Investors, 2020 (pdf)
Nov 19, 2020
- Focus on Funds: What Investors Consider When Choosing Mutual Funds
Jun 5, 2020
Closed-End Fund Ownership
- The Closed-End Fund Market, 2019 (pdf)
May 20, 2020
- Supplemental Tables: The Closed-End Fund Market, 2019 (xls)
May 19, 2020
- The Closed-End Fund Market, 2018 (pdf)
Apr 29, 2019
Mutual Fund Shareholders' Use of Information
- What US Households Consider When They Select Mutual Funds, 2019 (pdf)
Apr 7, 2020
- What US Households Consider When They Select Mutual Funds, 2018 (pdf)
May 15, 2019
- Mutual Fund Investors’ Views on Shareholder Reports: Reactions to a Summary Shareholder Report Prototype (pdf)
Oct 24, 2018
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, 2019 (pdf)
Jan 28, 2020
- American Views on Defined Contribution Plan Saving, 2018 (pdf)
Feb 7, 2019
- American Views on Defined Contribution Plan Saving, 2017 (pdf)
Feb 1, 2018
IRA Investors
- The Role of IRAs in US Households’ Saving for Retirement, 2020 (pdf)
Jan 12, 2021
- Ten Important Facts About IRAs (pdf)
May 15, 2020
- The Role of IRAs in US Households’ Saving for Retirement, 2019 (pdf)
Dec 11, 2019
The IRA Investor Database™
- The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf)
Sep 18, 2018
- The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016 (pdf)
Sep 18, 2018
Defined Contribution Plan Investors
- Defined Contribution Plan Participants’ Activities, First Three Quarters of 2020 (pdf)
Nov 19, 2020
- Defined Contribution Plan Participants’ Activities, First Half 2020 (pdf)
Aug 18, 2020
EBRI & ICI 401(k) Investor Database
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016 (pdf)
Nov 6, 2018
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)
Sep 10, 2018

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