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Research Reports
- America's Commitment to Retirement Security: Investor Attitudes and Actions (pdf)
Jan 24, 2012
- Appendix: Additional Data on IRA Ownership in 2011 (pdf)
Nov 16, 2011
- 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
- Shareholder Assessment of Bond Fund Risk Ratings (pdf)
Oct 1, 1997
- Retirement Plan Holdings of Mutual Funds (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
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