ICI - All Research Papers

ICI Research Perspective

Trends in the Expenses and Fees of Mutual Funds, 2012 (pdf) Apr 11, 2013
Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf) Feb 28, 2013
Money Market Mutual Funds, Risk, and Financial Stability in the Wake of the 2010 Reforms (pdf) Jan 15, 2013
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf) Dec 20, 2012
The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf) Dec 17, 2012
Appendix: Additional Data on IRA Ownership in 2012 (pdf) Dec 16, 2012
Characteristics of Mutual Fund Investors, 2012 (pdf) Nov 20, 2012
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012 (pdf) Nov 20, 2012
A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf) Oct 22, 2012
Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls) Oct 21, 2012
Who Gets Retirement Plans and Why, 2011 (pdf) Sep 26, 2012
Supplemental Tables: Who Gets Retirement Plans and Why, 2011 (xls) Sep 25, 2012
Commodity Markets and Commodity Mutual Funds (pdf) May 9, 2012
Trends in the Expenses and Fees of Mutual Funds, 2011 (pdf) Apr 23, 2012
The Closed-End Fund Market, 2011 (pdf) Mar 20, 2012
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf) Dec 21, 2011
A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (pdf) Dec 6, 2011
Supplemental Tables for “A Look at Private-Sector Retirement Plan Income After ERISA, 2010” (xls) Dec 5, 2011
The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf) Nov 17, 2011
Appendix: Additional Data on IRA Ownership in 2011 (pdf) Nov 16, 2011
Who Gets Retirement Plans and Why, 2010 (pdf) Oct 31, 2011
Supplemental Tables for “Who Gets Retirement Plans and Why, 2010” (xls) Oct 26, 2011
Characteristics of Mutual Fund Investors, 2011 (pdf) Oct 13, 2011
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2011 (pdf) Oct 13, 2011
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2010 (pdf) Jun 29, 2011
Trends in the Fees and Expenses of Mutual Funds, 2010 (pdf) Mar 24, 2011
Who Gets Retirement Plans and Why: An Update (pdf) Mar 24, 2011
The Closed-End Fund Market, 2010 (pdf) Mar 18, 2011
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf) Nov 22, 2010
A Look at Private-Sector Retirement Plan Income After ERISA (pdf) Nov 18, 2010
Appendix: A Look at Private-Sector Retirement Plan Income After ERISA (pdf) Nov 17, 2010
Trends in Proxy Voting by Registered Investment Companies, 2007-2009 (pdf) Nov 11, 2010
The Evolving Role of IRAs in U.S. Retirement Planning (pdf) Nov 23, 2009
401(k) Asset Allocation, Account Balances, and Loan Activity, 2008 (pdf) Oct 6, 2009
What Does Consistent Participation in 401(k) Plans Generate? (pdf) Jul 14, 2009
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf) Dec 18, 2008
Who Gets Retirement Plans and Why (pdf) Oct 3, 2008
Appendix: Who Gets Retirement Plans and Why (pdf) Oct 3, 2008
Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders (pdf) Jul 10, 2008
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf) Jul 31, 2007
401(k) Plans: A 25-Year Retrospective (pdf) Nov 6, 2006
Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf), November 2006 Nov 5, 2006
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2005 (pdf), August 2006 Aug 24, 2006
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2005 (pdf), August 2006 Aug 23, 2006
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004 (pdf), September 2005 Sep 28, 2005
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2004 (pdf), September 2005 Sep 27, 2005
Are S&P 500 Index Mutual Funds Commodities? (pdf), August 2005 Aug 9, 2005
The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005 Jul 12, 2005
The Individual Retirement Account at Age 30: A Retrospective (pdf), February 2005 Feb 11, 2005
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2003 (pdf), August 2004 Aug 9, 2004
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003 (pdf), August 2004 Aug 9, 2004
Mutual Fund and Economic Developments in 2003 (pdf), March 2004 Mar 29, 2004
The Expenses of Defined Benefit Pension Plans and Mutual Funds (pdf), December 2003 Dec 31, 2003
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002 (pdf), September 2003 Sep 12, 2003
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2002 (pdf), September 2003 Sep 11, 2003
Mutual Fund Independent Directors: A Model for Corporate America? (pdf), August 2003 Aug 11, 2003
Mutual Fund Distribution Channels and Distribution Costs (pdf) Jul 11, 2003
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001 (pdf), March 2003 Feb 25, 2003
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2001 (pdf), March 2003 Feb 24, 2003
Mutual Fund Industry Developments in 2002 (pdf), February 2003 Feb 20, 2003
Can 401(k) Accumulations Generate Significant Income for Future Retirees? (pdf), November 2002 Nov 30, 2002
Appendix: EBRI/ICI 401(k) Accumulation Projection Model (pdf), November 2002 Nov 29, 2002
The Regulation of Operational Risk in Investment Management Companies (pdf), September 2002 Sep 1, 2002
Mutual Fund Industry Developments in 2001 (pdf), February 2002 Jan 1, 2002
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2000 (pdf), November 2001 Nov 1, 2001
Contribution Behavior of 401(k) Plan Participants (pdf), October 2001 Oct 1, 2001
The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance (pdf), June 2001 Jun 1, 2001
Mutual Fund Assets and Flows in 2000 (pdf), February 2001 Feb 1, 2001
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf), January 2001 Jan 1, 2001
The 1990s: A Decade of Change and Expansion in the U.S. Mutual Fund Industry (pdf), July 2000 Jul 1, 2000
Mutual Fund Assets and Flows in 1999 (pdf), February 2002 Feb 1, 2000
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998 (pdf), January 2000 Jan 2, 2000
Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1997 (pdf), January 2000 Jan 1, 2000
Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999 Dec 1, 1999
Mutual Fund Costs, 1980-1998 (pdf), September 1999 Sep 1, 1999
Total Shareholder Cost of Bond and Money Market Mutual Funds (pdf), March 1999 Mar 1, 1999
Mutual Fund Developments in 1998 (pdf), February 1999 Feb 1, 1999
401(k) Plan Asset Allocation, Account Balances, and Loan Activity (pdf), January 1999 Jan 1, 1999
Trends in the Ownership Cost of Equity Mutual Funds (pdf), November 1998 Nov 1, 1998
U.S. Emerging Market Equity Funds and the 1997 Crisis in Asian Financial Markets (pdf), June 1998 Jun 1, 1998
Mutual Fund Developments in 1997 (pdf), March 1998 Mar 1, 1998
Stock Markets, Economic Development, and Capital Control Liberalization (pdf), December 1997 Dec 1, 1997
Selected Issues in International Taxation of Retirement Savings (pdf), August 1997 Aug 1, 1997
Continuing a Tradition of Integrity (pdf), July 1997 Jul 1, 1997
Growth and Development of Bond Mutual Funds (pdf), June 1997 Jun 1, 1997
Mutual Fund Developments in 1996 (pdf), March 1997 Mar 1, 1997
U.S. Emerging Market Funds: Hot Money or Stable Source of Investment Capital (pdf), December 1996 Dec 1, 1996
Helping America Save for the Future (pdf), June 1996 Jun 1, 1996
Investing the Assets of the Social Security Trust Fund in Equity Securities (pdf), May 1996 May 1, 1996
The Coming Crisis in Social Security (pdf), April 1996 Apr 1, 1996
Mutual Fund Shareholder Activity During U.S. Stock Market Cycles, 1944-95 (pdf), March 1996 Mar 1, 1996
Mutual Fund Regulation: Forging a New Federal and State Partnership (pdf), January 1996 Jan 1, 1996
Improving Mutual Fund Risk Disclosure (pdf), November 1995 Nov 1, 1995
Mutual Fund Shareholder Response to Market Disruptions (pdf), July 1995 Jul 1, 1995

ICI Research Reports

Defined Contribution Plan Participants' Activities, 2012 (pdf) Apr 25, 2013
Profile of Mutual Fund Shareholders, 2012 (pdf) Feb 28, 2013
Supplement: Profile of Mutual Fund Shareholders (xls) Feb 27, 2013
America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf) Feb 7, 2013
Defined Contribution Plan Participants' Activities, First Half 2012 (pdf) Nov 14, 2012
The IRA Investor Profile: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf) Jul 26, 2012
The IRA Investor Profile: Appendix: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf) Jul 25, 2012
Defined Contribution Plan Participants’ Activities, First Quarter 2012 (pdf) Jul 24, 2012
The Implications of Capital Buffer Proposals for Money Market Funds (pdf) May 16, 2012
Money Market Fund Regulations: The Voice of the Treasurer (pdf) Apr 19, 2012
Defined Contribution Plan Participants' Activities, 2011 (pdf) Apr 2, 2012
Profile of Mutual Fund Shareholders, 2011 (pdf) Feb 15, 2012
America's Commitment to Retirement Security: Investor Attitudes and Actions (pdf) Jan 24, 2012
Inside the Structure of Defined Contribution/401(k) Plan Fees Nov 15, 2011
Defined Contribution Plan Participants' Activities, First Half 2011 (pdf) Oct 26, 2011
The IRA Investor Profile: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf) Sep 19, 2011
The IRA Investor Profile: Appendix: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf) Sep 18, 2011
Defined Contribution Plan Participants' Activities, First Quarter 2011 (pdf) Aug 8, 2011
Defined Contribution Plan Participants' Activities, 2010 (pdf) May 10, 2011
Profile of Mutual Fund Shareholders, 2010 (pdf) Feb 18, 2011
Commitment to Retirement Security: Investor Attitudes and Actions (pdf) Jan 27, 2011
Pricing of U.S. Money Market Funds (pdf) Jan 25, 2011
The IRA Investor Profile: Appendix: Traditional IRA Investors' Rollover Activity, 2007 and 2008 (pdf) Dec 23, 2010
Traditional IRA Investors' Rollover Activity, 2007 and 2008 (pdf) Dec 16, 2010
Defined Contribution Plan Participants' Activities: First Half 2010 (pdf) Oct 20, 2010
Defined Contribution Plan Participants' Activities: First Quarter 2010 (pdf) Aug 4, 2010
The IRA Investor Profile: Traditional IRA Investors' Contribution Activity, 2007 and 2008 (pdf) Jul 27, 2010
The IRA Investor Profile: Appendix: Traditional IRA Investors' Contribution Activity, 2007 and 2008 (pdf) Jul 26, 2010
Profile of Mutual Fund Shareholders, 2009 (pdf) Feb 23, 2010
Enduring Confidence in the 401(k) System (pdf) Jan 9, 2010
Appendix: Regression Analysis for the Defined Contribution/401(k) Fee Study (pdf) Jun 24, 2009
Defined Contribution/401(k) Fee Study (pdf) Jun 24, 2009
Report of the Money Market Working Group (pdf) Mar 17, 2009
Profile of Mutual Fund Shareholders, 2008 (pdf) Feb 27, 2009
Retirement Saving in Wake of Financial Market Volatility (pdf) Dec 19, 2008
Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf) Dec 15, 2008
Equity and Bond Ownership in America, 2008 (pdf) Dec 15, 2008
Defined Contribution Plan Distribution Choices at Retirement (pdf) Oct 21, 2008
Oversight of Fund Proxy Voting (pdf) Jul 10, 2008
Profile of Mutual Fund Shareholders, 2007 (pdf) Apr 24, 2008
Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf) Mar 17, 2008
Cost-Benefit Analysis of the Summary Prospectus Proposal (pdf) Feb 28, 2008
Understanding Investor Preferences for Mutual Fund Information (pdf) Aug 25, 2006
Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf) May 18, 2006
Competition in the Mutual Fund Business (pdf) Jan 17, 2006
Equity Ownership in America, 2005 (pdf) Nov 10, 2005
Appendices: Additional Figures for Equity Ownership in America, 2005 (pdf) Nov 9, 2005
Mutual Funds and Portfolio Turnover (pdf) Nov 17, 2004
Profile of Mutual Fund Shareholders (pdf) Oct 21, 2004
Reports of "Portfolio Pumping" by Mutual Funds: A Closer Look (pdf) Jul 23, 2004
Profile of Households Saving for College (pdf) Oct 6, 2003
Equity Ownership in America, 2002 (pdf) Sep 26, 2002
Profile of Mutual Fund Shareholders, 2001 (pdf) Oct 1, 2001
Defined Contribution Plan Distribution Choices at Retirement (pdf) Nov 1, 2000
401(k) Plan Participants: Characteristics, Contributions, and Account Activity (pdf) May 1, 2000
Equity Ownership in America (pdf) Oct 1, 1999
Profile of Mutual Fund Shareholders, 1998 (pdf) Sep 1, 1999
Retirement Plan Holdings of Mutual Funds (pdf) Oct 1, 1997
Shareholder Assessment of Bond Fund Risk Ratings (pdf) Oct 1, 1997
Understanding Shareholders' Use of Information and Advisers (pdf) Apr 25, 1997
Mutual Fund Shareholders: The People Behind the Growth (pdf) Jun 1, 1996
The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Summary (pdf) May 30, 1996
The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 1 (pdf) May 29, 1996
The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 2 (pdf) May 28, 1996
Shareholder Assessment of Risk Disclosure Methods (pdf), April 1996 Apr 1, 1996
401(k) Plans: How Plan Sponsors See the Marketplace (pdf) Dec 1, 1995
Profiles of First-Time Mutual Fund Buyers (pdf) Dec 1, 1994
Distribution Channels for Mutual Funds: Understanding Shareholder Choices (pdf) Jun 1, 1994
Understanding Shareholder Redemption Decisions (pdf) Dec 1, 1993
Piecing Together Shareholder Perceptions of Investment Risk (pdf) Apr 1, 1993

White Papers

The Success of the U.S. Retirement System (pdf) Dec 5, 2012
Financial Intermediary Controls and Compliance Assessment Matrix (pdf) Nov 8, 2012
Financial Intermediary Controls and Compliance Assessment (pdf) Nov 8, 2012
The Tax Benefits and Revenue Costs of Tax Deferral (pdf) Sep 11, 2012
Operational Impacts of Proposed Redemption Restrictions on Money Market Funds (pdf) Jun 20, 2012
SEC Valuation and Liquidity Guidance for Registered Investment Companies: Volume I (pdf) Dec 14, 2011
SEC Valuation and Liquidity Guidance for Registered Investment Companies: Volume II (pdf) Dec 14, 2011
Overview of Fund Governance Practices, 1994-2010 (pdf) Oct 19, 2011
Fund Board Oversight of Risk Management (pdf) Sep 30, 2011
Navigating Intermediary Relationships (pdf) Sep 30, 2009
Overview of Fund Governance Practices, 1994-2008 (pdf) Sep 30, 2009
Financial Services Regulatory Reform: Discussion and Recommendations (pdf) Mar 2, 2009
Oversight of Fund Proxy Voting (pdf) Jul 10, 2008
Overview of Fund Governance Practices, 1994–2006 (pdf) Nov 7, 2007
Chief Risk Officers in the Mutual Fund Industry: Who Are They and What Is Their Role Within the Organization? (pdf) Aug 7, 2007
Report of the Working Group on Rule 12b-1 (pdf) May 30, 2007
A Review of the SEC Office of Economic Analysis Board Independence Studies (pdf) Mar 2, 2007
ICI Policy Statement on Retirement Plan Disclosure (pdf) Feb 2, 2007
Costs of Eliminating Discretionary Broker Voting on Uncontested Elections of Investment Company Directors (pdf) Dec 21, 2006
Fair Valuation Series: The Role of the Board (pdf) Jan 26, 2006
Mutual Funds and Institutional Accounts: A Comparison (pdf) Jan 26, 2006
Overview of Fund Governance Practices, 1994-2004 (pdf) Jan 11, 2006
Assessing the Adequacy and Effectiveness of a Fund's Compliance Policies and Procedures (pdf) Dec 15, 2005
Fair Valuation Series: An Introduction to Fair Valuation (pdf) Jun 10, 2005
Study Concludes Fair Valuation, Redemption Fees Necessary to Prevent Market Timing (pdf) Oct 21, 2004
Insurance in the US Market for Investment Companies and Related Entities May 13, 2003
Global Corporate Governance Issues for Mutual Funds (pdf), October 2000 Oct 1, 2000
An Investment Company Director's Guide to Oversight of Codes of Ethics and Personal Investing (pdf) Jul 1, 2000
Investment Advisers in the Internet Age May 23, 2000
Report of the Advisory Group on Best Practices for Fund Directors (pdf) Jun 24, 1999

Fundamentals

The Role of IRAs in U.S. Households' Saving for Retirement, 2010 (pdf) Dec 1, 2010
Appendix: Additional Data on IRA Ownership in 2010 (pdf) Dec 1, 2010
Characteristics of Mutual Fund Investors, 2010 (pdf) Sep 28, 2010
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2010 (pdf) Sep 28, 2010
The Economics of Providing 401(k) Plans, 2009 (pdf) Sep 16, 2010
The Closed-End Fund Market, 2009 (pdf) Jun 10, 2010
The U.S. Retirement Market, 2009 (pdf) May 6, 2010
Trends in the Fees and Expenses of Mutual Funds, 2009 (pdf) Apr 13, 2010
The Role of IRAs in U.S. Households Saving for Retirement, 2009 (pdf) Jan 21, 2010
IRA Appendix: Additional Data on IRA Ownership in 2009 (pdf) Jan 21, 2010
Revised: The Role of IRAs in U.S. Households' Saving for Retirement, 2008 and Appendix: Additional Data on IRA Ownership in 2008 (pdf) Jan 20, 2010
Characteristics of Mutual Fund Investors, 2009 (pdf) Dec 3, 2009
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2009 (pdf) Dec 3, 2009
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2008 (pdf) Aug 6, 2009
Appendix: Additional Data on the U.S. Retirement Market, 2008 (pdf) Jun 8, 2009
The U.S. Retirement Market, 2008 (pdf) Jun 8, 2009
The Closed-End Fund Market, 2008 (pdf), May 2009 May 29, 2009
Trends in the Fees and Expenses of Mutual Funds, 2008 (pdf) Apr 9, 2009
Characteristics of Mutual Fund Investors, 2008 (pdf) Feb 27, 2009
The Role of IRAs in U.S. Households' Saving for Retirement, 2008 (pdf) Jan 30, 2009
IRA Appendix: Additional Data on IRA Ownership in 2008 (pdf) Jan 30, 2009
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2008 (pdf) Dec 31, 2008
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2007 (pdf) Dec 4, 2008
Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf) Sep 23, 2008
Appendix: The U.S. Retirement Market, 2007 (pdf) Jul 22, 2008
The U.S. Retirement Market, 2007 (pdf) Jul 22, 2008
Characteristics of Mutual Fund Investors, 2007 (pdf) Apr 30, 2008
The Role of IRAs in U.S. Households' Saving for Retirement (pdf) Jan 28, 2008
Appendix: Additional Data on IRA Ownership in 2007 (pdf) Jan 27, 2008
Shareholder Sentiment About the Mutual Fund Industry (pdf), December 2007 Dec 17, 2007
Trends in Ownership of Mutual Funds in the United States, 2007 (pdf), November 2007 Nov 13, 2007
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2006 (pdf) Sep 20, 2007
The U.S. Retirement Market, 2006 (pdf) Jul 25, 2007
Appendix: The U.S. Retirement Market, 2006 (pdf) Jul 24, 2007
Fees and Expenses of Mutual Funds, 2006 (pdf) Jun 19, 2007
Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf) May 1, 2007
Shareholder Sentiment About the Mutual Fund Industry, 2006 (pdf), December 2006 Dec 13, 2006
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses (pdf) Nov 30, 2006
Ownership of Mutual Funds and Use of the Internet, 2006 (pdf), October 2006 Oct 1, 2006
The U.S. Retirement Market, 2005 (pdf) Jul 14, 2006
Appendix: The U.S. Retirement Market, 2005 (pdf) Jul 13, 2006
Fees and Expenses of Mutual Funds, 2005 (pdf) Jun 12, 2006
The Closed-End Fund Market in 2005 (pdf), March 2006 Mar 22, 2006
Mutual Fund Shareholders' Use of the Internet (pdf) Feb 14, 2006
The Role of IRAs in Americans' Retirement Preparedness (pdf) Jan 31, 2006
Appendix: Additional Data on IRA Ownership in 2005 (pdf) Jan 31, 2006
Shareholder Sentiment About the Mutual Fund Industry, 2005 (pdf) Dec 31, 2005
Fees and Expenses of Mutual Funds, 2004 (pdf) Nov 2, 2005
U.S. Household Ownership of Mutual Funds in 2005 (pdf) Oct 31, 2005
Mutual Funds and the U.S. Retirement Market in 2004 (pdf) Aug 18, 2005
Appendix: Additional Data on Mutual Funds and the U.S. Retirement Market in 2004 (pdf) Aug 18, 2005
Ownership of Mutual Funds Through Professional Financial Advisers (pdf) Apr 12, 2005
How Mutual Funds Use 12b-1 Fees (pdf) Feb 24, 2005
IRA Ownership in 2004 (pdf) Feb 11, 2005
Total Shareholder Cost of Mutual Funds, 2003 (pdf) Dec 28, 2004
Shareholder Sentiment of the Mutual Fund Industry (pdf) Oct 29, 2004
U.S. Household Ownership of Mutual Funds in 2004 (pdf) Oct 21, 2004
Mutual Funds and the U.S. Retirement Market in 2003 (pdf) Jun 22, 2004
The Cost of Buying and Owning Mutual Funds (pdf) Feb 18, 2004
Institutional Investment Management: A Comparison of Portfolio Management Expenses of Mutual Funds and Defined Benefit Pension Plans (pdf) Nov 4, 2003
U.S. Household Ownership of Mutual Funds in 2003 (pdf) Oct 30, 2003
IRA Ownership in 2003 (pdf) Oct 7, 2003
Performance Fees and Expense Ratios (pdf) Aug 1, 2003
Mutual Funds and the U.S. Retirement Market in 2002 (pdf) Jun 23, 2003
U.S. Household Ownership of Mutual Funds in 2002 (pdf) Oct 23, 2002
Total Shareholder Cost of Mutual Funds: An Update (pdf) Sep 30, 2002
IRA Ownership in 2002 (pdf) Sep 15, 2002
Mutual Funds and the U.S. Retirement Market in 2001 (pdf), June 2002 Jun 30, 2002
U.S. Household Ownership of Closed-End Funds in 2001 (pdf), March 2002 Mar 1, 2002
U.S. Household Ownership of Mutual Funds in 2001 (pdf), September 2001 Sep 30, 2001
IRA Ownership in 2001 (pdf), September 2001 Sep 1, 2001
Mutual Funds and the Retirement Market in 2000 (pdf), June 2001 Jun 1, 2001
Redemption Activity of Mutual Fund Owners (pdf), March 2001 Mar 1, 2001
Financial Decisions at Retirement (pdf), November 2000 Nov 1, 2000
IRA Ownership in 2000 (pdf), October 2000 Oct 1, 2000
U.S. Household Ownership of Mutual Funds in 2000 (pdf), August 2000 Aug 1, 2000
Mutual Fund Shareholders' Use of the Internet (pdf), July 2000 Jul 1, 2000
Mutual Funds and the Retirement Market (pdf), May 2000 May 1, 2000
Use of Rule 12b-1 Fees by Mutual Funds in 1999 (pdf) Apr 1, 2000
IRA Ownership in 1999 (pdf), December 1999 Dec 1, 1999
U.S. Household Ownership of Mutual Funds in 1999 (pdf), October 1999 Oct 1, 1999
Mutual Funds and the Retirement Market (pdf), July 1999 Jul 1, 1999
U.S. Household Ownership of Closed-End Funds in 1998 (pdf), April 1999 Apr 1, 1999
U.S. Household Ownership of Mutual Funds in 1998 (pdf), March 1999 Mar 1, 1999
IRA Ownership in 1998 (pdf), March 1999 Mar 1, 1999
Mutual Funds and the Retirement Market (pdf), July 1998 Jul 1, 1998
U.S. Household Ownership of Mutual Funds in 1997 (pdf), February 1998 Feb 28, 1998
Characteristics of Shareholders Using Ranking Services (pdf) Oct 1, 1997
How Mutual Funds Use the Internet (pdf), September 1997 Sep 1, 1997
Mutual Fund Ownership in the U.S. (pdf), December 1996 Dec 1, 1996
Mutual Fund Statistics for the Bank Distribution Channel (pdf), November 1996 Nov 1, 1996
Public Confidence in the Social Security System (pdf), October 1996 Oct 1, 1996
Shareholders with 401(k) Plans Invested in Mutual Funds (pdf) May 1, 1996
Shareholders of International and Global Mutual Funds (pdf), March 1996 Mar 1, 1996
Shareholders of Municipal Bond Mutual Funds (pdf), January 1996 Jan 1, 1996
Shareholders' Use of Home PCs (pdf), December 1995 Dec 1, 1995
Institutional Investors and Mutual Funds (pdf), July 1995 Jul 1, 1995
Households with IRAs (pdf), May 1995 May 1, 1995
Shareholder Perceptions of Investment Risk (pdf), January 1994 Jan 1, 1994

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