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SECTION ONE:
Overview of Registered Investment Companies
SECTION TWO:
Recent Mutual Fund Trends
SECTION THREE:
Mutual Fund Fees and Expenses
SECTION FOUR:
Who Owns Mutual Funds?
SECTION FIVE:
Mutual Funds in the Retirement and Education Savings Markets
SECTION SIX:
Where Investors Purchase Fund Shares
Part I – Analysis & Statistics
section 1: Overview of Registered Investment Companies
Recent Highlights and Developments
Sources of Investment Company Asset Growth in 2004
Role of U.S. Investment Companies in Financial Markets
Fund Sponsors in the U.S. Investment Company Marketplace
section 2: Recent Mutual Fund Trends
Investor Demand for Mutual Funds
Individual Investors and Long-Term Investing
Investor Demand for Bond and Money Market Funds
section 3: Mutual Fund Fees and Expenses
Mutual Fund Services and Expenses
Shareholder Demand for Lower-Cost Funds
section 4: Who Owns Mutual Funds?
U.S. Household Demand for Mutual Funds
Characteristics of Individual Mutual Fund Shareholders
Institutional Ownership of Mutual Funds
Section 5: Mutual Funds in the Retirement and Education Savings Markets
Overview: Mutual Funds in the Retirement and Savings Education Markets
Mutual Funds in the U.S. Retirement Market
Retirement Investor Characteristics
Mutual Funds in the Education Savings Market
Education Savings Investor Characteristics
section 6: Where Investors Purchase Fund Shares
Traditional Sources: Buying Through Financial Advisers or Direct
Newer Sources: Retirement Plans and Fund Supermarkets
Section 1: U.S. Mutual Fund Totals
Section 2: Other U.S. Investment Companies
Section 3: U.S. Long-Term Mutual Funds
Section 4: U.S. Short-Term Mutual Funds
Section 5: Institutional Investors in the U.S. Mutual Fund Industry
Section 6: Worldwide Mutual Fund Totals
PART III – background on investment companies
Appendix A: Funds and Taxation
Tax-Exempt Funds and Tax-Deferred Accounts
The Different Types of U.S. Investment Companies
