ICI Global Research & Statistics Investor Research
Mutual Fund Ownership
- Supplement: Profile Mutual Fund Shareholders, 2016 (xls)
Thu Feb 16 00:00:00 EST 2017
- Profile of Mutual Fund Shareholders, 2016 (pdf)
Thu Feb 16 00:00:00 EST 2017
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2016 (pdf)
Tue Oct 18 00:00:00 EDT 2016
Closed-End Fund Ownership
- The Closed-End Fund Market, 2016 (pdf)
Tue Apr 25 00:00:00 EDT 2017
- The Closed-End Fund Market, 2015 (pdf)
Fri Apr 08 00:00:00 EDT 2016
- The Closed-End Fund Market, 2014 (pdf)
Thu Apr 30 00:00:00 EDT 2015
Mutual Fund Shareholders' Use of Information
- Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)
Mon Mar 17 00:00:00 EDT 2008
- Understanding Investor Preferences for Mutual Fund Information (pdf)
Fri Aug 25 00:00:00 EDT 2006
- Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf)
Thu May 18 00:00:00 EDT 2006
Mutual Fund Shareholders' Use of Financial Advisers
- Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)
Thu Feb 28 00:00:00 EST 2013
- Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf)
Tue Sep 23 00:00:00 EDT 2008
- Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf)
Tue May 01 00:00:00 EDT 2007
Equity Ownership in America
- Equity and Bond Ownership in America, 2008 (pdf)
Mon Dec 15 00:00:00 EST 2008
- Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf)
Sun Dec 14 00:00:00 EST 2008
- Equity Ownership in America, 2005 (pdf)
Thu Nov 10 00:00:00 EST 2005
U.S. Households' Views on Retirement Saving
- American Views on Defined Contribution Plan Saving, 2016 (pdf)
Wed Feb 22 00:00:00 EST 2017
- American Views on Defined Contribution Plan Saving, 2015 (pdf)
Thu Feb 04 00:00:00 EST 2016
- American Views on Defined Contribution Plan Saving (pdf)
Tue Jan 20 00:00:00 EST 2015
IRA Investors
- The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)
Wed Jun 07 00:00:00 EDT 2017
- The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)
Wed Jun 07 00:00:00 EDT 2017
- The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)
Thu Jan 12 00:00:00 EST 2017
The IRA Investor Database™
- The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2015 (pdf)
Wed Jun 07 00:00:00 EDT 2017
- The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2015 (pdf)
Wed Jun 07 00:00:00 EDT 2017
Defined Contribution Plan Investors
- Defined Contribution Plan Participants’ Activities, First Quarter 2017 (pdf)
Thu Aug 31 00:00:00 EDT 2017
- Ten Important Facts About 401(k) Plans (pdf)
Mon Aug 28 00:00:00 EDT 2017
EBRI & ICI 401(k) Investor Database
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2014 (pdf)
Thu Sep 08 00:00:00 EDT 2016
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)
Thu Apr 28 00:00:00 EDT 2016
