ICI - ICI Research Perspective

Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf) Thu Feb 28 00:00:00 EST 2013
Money Market Mutual Funds, Risk, and Financial Stability in the Wake of the 2010 Reforms (pdf) Tue Jan 15 00:00:00 EST 2013
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf) Thu Dec 20 00:00:00 EST 2012
The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf) Mon Dec 17 00:00:00 EST 2012
Appendix: Additional Data on IRA Ownership in 2012 (pdf) Sun Dec 16 00:00:00 EST 2012
Characteristics of Mutual Fund Investors, 2012 (pdf) Tue Nov 20 00:00:00 EST 2012
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012 (pdf) Tue Nov 20 00:00:00 EST 2012
A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf) Mon Oct 22 00:00:00 EDT 2012
Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls) Sun Oct 21 00:00:00 EDT 2012
Who Gets Retirement Plans and Why, 2011 (pdf) Wed Sep 26 00:00:00 EDT 2012
Supplemental Tables: Who Gets Retirement Plans and Why, 2011 (xls) Tue Sep 25 00:00:00 EDT 2012
Commodity Markets and Commodity Mutual Funds (pdf) Wed May 09 00:00:00 EDT 2012
Trends in the Expenses and Fees of Mutual Funds, 2011 (pdf) Mon Apr 23 00:00:00 EDT 2012
The Closed-End Fund Market, 2011 (pdf) Tue Mar 20 00:00:00 EDT 2012
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf) Wed Dec 21 00:00:00 EST 2011
A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (pdf) Tue Dec 06 00:00:00 EST 2011
Supplemental Tables for “A Look at Private-Sector Retirement Plan Income After ERISA, 2010” (xls) Mon Dec 05 00:00:00 EST 2011
The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf) Thu Nov 17 00:00:00 EST 2011
Appendix: Additional Data on IRA Ownership in 2011 (pdf) Wed Nov 16 00:00:00 EST 2011
Who Gets Retirement Plans and Why, 2010 (pdf) Mon Oct 31 00:00:00 EDT 2011
Supplemental Tables for “Who Gets Retirement Plans and Why, 2010” (xls) Wed Oct 26 00:00:00 EDT 2011
Characteristics of Mutual Fund Investors, 2011 (pdf) Thu Oct 13 00:00:00 EDT 2011
Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2011 (pdf) Thu Oct 13 00:00:00 EDT 2011
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2010 (pdf) Wed Jun 29 00:00:00 EDT 2011
Trends in the Fees and Expenses of Mutual Funds, 2010 (pdf) Thu Mar 24 00:00:00 EDT 2011
Who Gets Retirement Plans and Why: An Update (pdf) Thu Mar 24 00:00:00 EDT 2011
The Closed-End Fund Market, 2010 (pdf) Fri Mar 18 00:00:00 EDT 2011
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf) Mon Nov 22 00:00:00 EST 2010
A Look at Private-Sector Retirement Plan Income After ERISA (pdf) Thu Nov 18 00:00:00 EST 2010
Appendix: A Look at Private-Sector Retirement Plan Income After ERISA (pdf) Wed Nov 17 00:00:00 EST 2010
Trends in Proxy Voting by Registered Investment Companies, 2007-2009 (pdf) Thu Nov 11 00:00:00 EST 2010
The Evolving Role of IRAs in U.S. Retirement Planning (pdf) Mon Nov 23 00:00:00 EST 2009
401(k) Asset Allocation, Account Balances, and Loan Activity, 2008 (pdf) Tue Oct 06 00:00:00 EDT 2009
What Does Consistent Participation in 401(k) Plans Generate? (pdf) Tue Jul 14 00:00:00 EDT 2009
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf) Thu Dec 18 00:00:00 EST 2008
Who Gets Retirement Plans and Why (pdf) Fri Oct 03 00:00:00 EDT 2008
Appendix: Who Gets Retirement Plans and Why (pdf) Fri Oct 03 00:00:00 EDT 2008
Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders (pdf) Thu Jul 10 00:00:00 EDT 2008
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf) Tue Jul 31 00:00:00 EDT 2007
401(k) Plans: A 25-Year Retrospective (pdf) Mon Nov 06 00:00:00 EST 2006
Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf), November 2006 Sun Nov 05 00:00:00 EST 2006
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2005 (pdf), August 2006 Thu Aug 24 00:00:00 EDT 2006
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2005 (pdf), August 2006 Wed Aug 23 00:00:00 EDT 2006
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004 (pdf), September 2005 Wed Sep 28 00:00:00 EDT 2005
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2004 (pdf), September 2005 Tue Sep 27 00:00:00 EDT 2005
Are S&P 500 Index Mutual Funds Commodities? (pdf), August 2005 Tue Aug 09 00:00:00 EDT 2005
The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005 Tue Jul 12 00:00:00 EDT 2005
The Individual Retirement Account at Age 30: A Retrospective (pdf), February 2005 Fri Feb 11 00:00:00 EST 2005
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2003 (pdf), August 2004 Mon Aug 09 00:00:00 EDT 2004
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003 (pdf), August 2004 Mon Aug 09 00:00:00 EDT 2004
Mutual Fund and Economic Developments in 2003 (pdf), March 2004 Mon Mar 29 00:00:00 EST 2004
The Expenses of Defined Benefit Pension Plans and Mutual Funds (pdf), December 2003 Wed Dec 31 00:00:00 EST 2003
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002 (pdf), September 2003 Fri Sep 12 00:00:00 EDT 2003
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2002 (pdf), September 2003 Thu Sep 11 00:00:00 EDT 2003
Mutual Fund Independent Directors: A Model for Corporate America? (pdf), August 2003 Mon Aug 11 00:00:00 EDT 2003
Mutual Fund Distribution Channels and Distribution Costs (pdf) Fri Jul 11 00:00:00 EDT 2003
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001 (pdf), March 2003 Tue Feb 25 00:00:00 EST 2003
Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2001 (pdf), March 2003 Mon Feb 24 00:00:00 EST 2003
Mutual Fund Industry Developments in 2002 (pdf), February 2003 Thu Feb 20 00:00:00 EST 2003
Can 401(k) Accumulations Generate Significant Income for Future Retirees? (pdf), November 2002 Sat Nov 30 00:00:00 EST 2002
Appendix: EBRI/ICI 401(k) Accumulation Projection Model (pdf), November 2002 Fri Nov 29 00:00:00 EST 2002
The Regulation of Operational Risk in Investment Management Companies (pdf), September 2002 Sun Sep 01 00:00:00 EDT 2002
Mutual Fund Industry Developments in 2001 (pdf), February 2002 Tue Jan 01 00:00:00 EST 2002
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2000 (pdf), November 2001 Thu Nov 01 00:00:00 EST 2001
Contribution Behavior of 401(k) Plan Participants (pdf), October 2001 Mon Oct 01 00:00:00 EDT 2001
The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance (pdf), June 2001 Fri Jun 01 00:00:00 EDT 2001
Mutual Fund Assets and Flows in 2000 (pdf), February 2001 Thu Feb 01 00:00:00 EST 2001
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf), January 2001 Mon Jan 01 00:00:00 EST 2001
The 1990s: A Decade of Change and Expansion in the U.S. Mutual Fund Industry (pdf), July 2000 Sat Jul 01 00:00:00 EDT 2000
Mutual Fund Assets and Flows in 1999 (pdf), February 2002 Tue Feb 01 00:00:00 EST 2000
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998 (pdf), January 2000 Sun Jan 02 00:00:00 EST 2000
Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1997 (pdf), January 2000 Sat Jan 01 00:00:00 EST 2000
Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999 Wed Dec 01 00:00:00 EST 1999
Mutual Fund Costs, 1980-1998 (pdf), September 1999 Wed Sep 01 00:00:00 EDT 1999
Total Shareholder Cost of Bond and Money Market Mutual Funds (pdf), March 1999 Mon Mar 01 00:00:00 EST 1999
Mutual Fund Developments in 1998 (pdf), February 1999 Mon Feb 01 00:00:00 EST 1999
401(k) Plan Asset Allocation, Account Balances, and Loan Activity (pdf), January 1999 Fri Jan 01 00:00:00 EST 1999
Trends in the Ownership Cost of Equity Mutual Funds (pdf), November 1998 Sun Nov 01 00:00:00 EST 1998
U.S. Emerging Market Equity Funds and the 1997 Crisis in Asian Financial Markets (pdf), June 1998 Mon Jun 01 00:00:00 EDT 1998
Mutual Fund Developments in 1997 (pdf), March 1998 Sun Mar 01 00:00:00 EST 1998
Stock Markets, Economic Development, and Capital Control Liberalization (pdf), December 1997 Mon Dec 01 00:00:00 EST 1997
Selected Issues in International Taxation of Retirement Savings (pdf), August 1997 Fri Aug 01 00:00:00 EDT 1997
Continuing a Tradition of Integrity (pdf), July 1997 Tue Jul 01 00:00:00 EDT 1997
Growth and Development of Bond Mutual Funds (pdf), June 1997 Sun Jun 01 00:00:00 EDT 1997
Mutual Fund Developments in 1996 (pdf), March 1997 Sat Mar 01 00:00:00 EST 1997
U.S. Emerging Market Funds: Hot Money or Stable Source of Investment Capital (pdf), December 1996 Sun Dec 01 00:00:00 EST 1996
Helping America Save for the Future (pdf), June 1996 Sat Jun 01 00:00:00 EDT 1996
Investing the Assets of the Social Security Trust Fund in Equity Securities (pdf), May 1996 Wed May 01 00:00:00 EDT 1996
The Coming Crisis in Social Security (pdf), April 1996 Mon Apr 01 00:00:00 EST 1996
Mutual Fund Shareholder Activity During U.S. Stock Market Cycles, 1944-95 (pdf), March 1996 Fri Mar 01 00:00:00 EST 1996
Mutual Fund Regulation: Forging a New Federal and State Partnership (pdf), January 1996 Mon Jan 01 00:00:00 EST 1996
Improving Mutual Fund Risk Disclosure (pdf), November 1995 Wed Nov 01 00:00:00 EST 1995
Mutual Fund Shareholder Response to Market Disruptions (pdf), July 1995 Sat Jul 01 00:00:00 EDT 1995

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