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Investment Company Fact Book
Mutual Fund Ownership
- Profile of Mutual Fund Shareholders, 2012 (pdf) Feb 28, 2013
- Supplement: Profile of Mutual Fund Shareholders (xls) Feb 27, 2013
- Characteristics of Mutual Fund Investors, 2012 (pdf) Nov 20, 2012
Closed-End Fund Ownership
- The Closed-End Fund Market, 2011 (pdf) Mar 20, 2012
- The Closed-End Fund Market, 2010 (pdf) Mar 18, 2011
- The Closed-End Fund Market, 2009 (pdf) Jun 10, 2010
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 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
- The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf) Nov 17, 2011
The IRA Investor Database™
- 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
- The IRA Investor Profile: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf) Sep 19, 2011
Defined Contribution Plan Investors
EBRI/ICI 401(k) Investor Database
Households Saving for College
- Profile of Households Saving for College (pdf) Oct 6, 2003
Industry and Investor Statistics by State
- Delaware: Industry and Investor Statistics by State Apr 1, 2012
- Louisiana: Industry and Investor Statistics by State Apr 1, 2012
- Alaska: Industry and Investor Statistics by State Apr 1, 2011
