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 ICI Research Perspective

ICI Global Perspective
  • Regulated Funds, Emerging Markets, and Financial Stability (pdf)
    Apr 6, 2015
  • Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
    Mar 31, 2014
ICI Perspective
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)
    Mar 4, 2021
  • Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (xls)
    Mar 3, 2021
  • The Role of IRAs in US Households’ Saving for Retirement, 2020 (pdf)
    Jan 12, 2021
  • Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2020 (xls)
    Jan 11, 2021
  • 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
  • Supplemental Tables: Characteristics of Mutual Fund Investors, 2020 (xls)
    Nov 18, 2020
  • Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (xls)
    Nov 18, 2020
  • Ongoing Charges for UCITS in the European Union, 2019 (pdf)
    Oct 26, 2020
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)
    Oct 1, 2020
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (pdf)
    Jul 27, 2020
  • Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (xls)
    Jul 26, 2020
  • The Closed-End Fund Market, 2019 (pdf)
    May 20, 2020
  • Supplemental Tables: The Closed-End Fund Market, 2019 (xls)
    May 19, 2020
  • Who Participates in Retirement Plans, 2017 (pdf)
    May 4, 2020
  • What US Households Consider When They Select Mutual Funds, 2019 (pdf)
    Apr 7, 2020
  • Trends in the Expenses and Fees of Funds, 2019 (pdf)
    Mar 26, 2020
  • Supplemental Tables: Trends in the Expenses and Fees of Funds, 2019 (xls)
    Mar 25, 2020
  • The Role of IRAs in US Households’ Saving for Retirement, 2019 (pdf)
    Dec 11, 2019
  • Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2019 (xls)
    Dec 10, 2019

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