Perspective
Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2024 (xlsx)
Perspective
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances...
Research
IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)
Fact Book
Japanese Translation – 2024 Investment Company Fact Book: Quick Facts Guide (pdf)
Fact Book