- Shareholder Sentiment About the Mutual Fund Industry (pdf), December 2007
- Trends in Ownership of Mutual Funds in the United States, 2007 (pdf), November 2007
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2006 (pdf), September 2007
- The U.S. Retirement Market, 2006 (pdf), July 2007
- Appendix: The U.S. Retirement Market, 2006, (pdf), July 2007
- Fees and Expenses of Mutual Funds, 2006 (pdf), June 2007
- Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf), May 2007
- Shareholder Sentiment About the Mutual Fund Industry, 2006 (pdf), December 2006
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses (pdf), November 2006
- Ownership of Mutual Funds and Use of the Internet, 2006 (pdf), October 2006
- The U.S. Retirement Market, 2005 (pdf), July 2006
- Appendix: The U.S. Retirement Market, 2005, (pdf), July 2006
- Fees and Expenses of Mutual Funds, 2005 (pdf), June 2006
- The Closed-End Fund Market in 2005 (pdf), March 2006
- Mutual Fund Shareholders' Use of the Internet (pdf), February 2006
- The Role of IRAs in Americans' Retirement Preparedness (pdf), January 2006
- Appendix: Additional Data on IRA Ownership in 2005 (pdf), January 2006
- Shareholder Sentiment About the Mutual Fund Industry, 2005 (pdf), December 2005
- Fees and Expenses of Mutual Funds, 2004 (pdf), October 2005
- U.S. Household Ownership of Mutual Funds in 2005 (pdf), October 2005
- Mutual Funds and the U.S. Retirement Market in 2004 (pdf), August 2005
- Appendix: Additional Data on Mutual Funds and the U.S. Retirement Market in 2004 (pdf), August 2005
- Ownership of Mutual Funds Through Professional Financial Advisers (pdf), April 2005
- How Mutual Funds Use 12b-1 Fees (pdf), February 2005
- IRA Ownership in 2004 (pdf), February 2005
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