ICI Global - Investor Research

Mutual Fund Ownership

Focus on Funds: Across Generations, US Investors Choose Mutual Funds
Feb 28, 2020
Profile of Mutual Fund Shareholders, 2019 (pdf)
Dec 5, 2019
Supplement: Profile Mutual Fund Shareholders, 2019 (xls)
Dec 4, 2019

Closed-End Fund Ownership

The Closed-End Fund Market, 2018 (pdf)
Apr 29, 2019
The Closed-End Fund Market, 2017 (pdf)
Apr 19, 2018
The Closed-End Fund Market, 2016 (pdf)
Apr 25, 2017

Mutual Fund Shareholders' Use of Information

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
What US Households Consider When They Select Mutual Funds (pdf)
Aug 15, 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, 2019 (pdf)
Dec 11, 2019
The Role of IRAs in US Households’ Saving for Retirement, 2018 (pdf)
Dec 19, 2018
Ten Important Facts About IRAs (pdf)
Oct 29, 2018

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

EBRI & ICI 401(k) Investor Database

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