Home Research & Statistics Investor Research
Fact Book
- 2012 Investment Company Fact Book (pdf) Wed May 02 00:00:00 EDT 2012
Mutual Fund Ownership
- Profile of Mutual Fund Shareholders, 2012 (pdf) Thu Feb 28 00:00:00 EST 2013
- Supplement: Profile of Mutual Fund Shareholders (xls) Wed Feb 27 00:00:00 EST 2013
- Characteristics of Mutual Fund Investors, 2012 (pdf) Tue Nov 20 00:00:00 EST 2012
Closed-End Fund Ownership
- The Closed-End Fund Market, 2011 (pdf) Tue Mar 20 00:00:00 EDT 2012
- The Closed-End Fund Market, 2010 (pdf) Fri Mar 18 00:00:00 EDT 2011
- The Closed-End Fund Market, 2009 (pdf) Thu Jun 10 00:00:00 EDT 2010
Mutual Fund Shareholders' Use of Information
- Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf) Mon Mar 17 00:00:00 EDT 2008
- Understanding Investor Preferences for Mutual Fund Information (pdf) Fri Aug 25 00:00:00 EDT 2006
- Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf) Thu May 18 00:00:00 EDT 2006
Mutual Fund Shareholders' Use of Financial Advisers
- Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf) Thu Feb 28 00:00:00 EST 2013
- Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf) Tue Sep 23 00:00:00 EDT 2008
- Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf) Tue May 01 00:00:00 EDT 2007
Equity Ownership in America
- Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf) Mon Dec 15 00:00:00 EST 2008
- Equity and Bond Ownership in America, 2008 (pdf) Mon Dec 15 00:00:00 EST 2008
- Equity Ownership in America, 2005 (pdf) Thu Nov 10 00:00:00 EST 2005
U.S. Households' Views on Retirement Saving
- America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf) Thu Feb 07 00:00:00 EST 2013
- America's Commitment to Retirement Security: Investor Attitudes and Actions (pdf) Tue Jan 24 00:00:00 EST 2012
- Commitment to Retirement Security: Investor Attitudes and Actions (pdf) Thu Jan 27 00:00:00 EST 2011
IRA Investors
- The IRA Investor Profile: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf) Thu Jul 26 00:00:00 EDT 2012
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf) Wed Jul 25 00:00:00 EDT 2012
- The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf) Thu Nov 17 00:00:00 EST 2011
The IRA Investor Database™
- The IRA Investor Profile: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf) Thu Jul 26 00:00:00 EDT 2012
- The IRA Investor Profile: Appendix: Traditional IRA Investors' Withdrawal Activity, 2007 and 2008 (pdf) Wed Jul 25 00:00:00 EDT 2012
- The IRA Investor Profile: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf) Mon Sep 19 00:00:00 EDT 2011
Defined Contribution Plan Investors
- Defined Contribution Plan Participants' Activities, First Half 2012 (pdf) Wed Nov 14 00:00:00 EST 2012
- Defined Contribution Plan Participants’ Activities, First Quarter 2012 (pdf) Tue Jul 24 00:00:00 EDT 2012
- Defined Contribution Plan Participants' Activities, 2011 (pdf) Mon Apr 02 00:00:00 EDT 2012
EBRI/ICI 401(k) Investor Database
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf) Thu Dec 20 00:00:00 EST 2012
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf) Wed Dec 21 00:00:00 EST 2011
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf) Mon Nov 22 00:00:00 EST 2010
Households Saving for College
- Profile of Households Saving for College (pdf) Mon Oct 06 00:00:00 EDT 2003
Industry and Investor Statistics by State
- Delaware: Industry and Investor Statistics by State Sun Apr 01 12:00:00 EDT 2012
- Louisiana: Industry and Investor Statistics by State Sun Apr 01 12:00:00 EDT 2012
- Alaska: Industry and Investor Statistics by State Fri Apr 01 12:00:00 EDT 2011
