To comply with changing international privacy requirements, ICI informs its visitors that we use cookies on our web site. ICI only uses cookies to allow subscribers and members to more easily use our site and to record site utilization. No personal or private information is gathered or stored. More details, including how to disable cookies, can be found on our privacy and cookie policy page. If you disable cookies, you will see this message on future visits to our site. Please click the enable button to consent to accepting cookies.
  • ICI
  • Independent Director's Council
Sign In  |  Forgot Password?
Advanced | Tips
  • Home
  • Policy Priorities
    • Comment Letters
    • Cross-Border Issues
    • FATCA
    • Global Retirement & Savings
    • Global Tax Issues
    • Money Market Funds
    • Financial Stability
    • Trading & Market Structure
    • Volcker Rule
  • News & Media
    • Media Contacts
    • News Releases
    • Speeches & Commentaries
    • ICI Global Viewpoints
    • Video
  • Publications & Resources
    • Research Publications
    • White Papers
    • Retirement Publications
    • Resource Centers
    • Annual Reports
    • Brochure
  • Events
    • ICI Global Events
    • Past Event Highlights
    • Event Contacts
  • Research & Statistics
    • Fact Books
    • Industry Research
    • Investor Research
    • Retirement Research
    • ICI Research Perspective
    • Statistics
  • About ICI Global
    • Biographies
    • Annual Report
    • Brochure
    • Careers
    • Contact ICI Global
  • Fact Books
  • Industry Research
    • Global Research
    • Fund Governance
    • Money Market Funds
    • Fees & Expenses
    • Fund Disclosure
    • Other 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
    • U.S. Retirement System
    • Defined Contribution Plans
    • IRAs
  • ICI Research Perspective
  • Statistics
    • Worldwide Mutual Fund Market
    • Long-Term Fund Flows
    • Money Market Fund Assets
    • Taxable Money Market Fund Portfolio Data
    • Trends in Mutual Fund Investing
    • Exchange-Traded Fund Data
    • Unit Investment Trust Data
    • Closed-End Fund Data
    • Retirement Market Data

ICI Global Research & Statistics Investor Research

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

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

Read more >>

Quick Links

  •   COVID-19 Report
  • ICI Global News Releases
  • ICI Global Comment Letters
  • ICI Global Resource Centers
  • Blog: ICI Global Viewpoints
top
  • About ICI
  • About IDC
  • About ICI Global
  • Privacy and Cookie Policy
  • Apply for User Account
  • Business Continuity
  • Contact ICI

Copyright © 2021 by the Investment Company Institute