ICI Global - Investor Research

Mutual Fund Ownership

Focus on Funds: What Investors Consider When Choosing Mutual Funds
Jun 5, 2020
What US Households Consider When They Select Mutual Funds, 2019 (pdf)
Apr 7, 2020
Focus on Funds: Across Generations, US Investors Choose Mutual Funds
Feb 28, 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

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

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 Role of IRAs in US Households’ Saving for Retirement, 2018 (pdf)
Dec 19, 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

Defined Contribution Plan Participants’ Activities, First Quarter 2020 (pdf)
May 14, 2020
Defined Contribution Plan Participants’ Activities, 2019 (pdf)
Apr 30, 2020

EBRI & ICI 401(k) Investor Database

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