Resources

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Research

The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2018 (pdf)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (pdf)

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Perspective

Characteristics of Mutual Fund Investors, 2021 (pdf)

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Perspective

Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Particip...

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Research

Defined Contribution Plan Participants’ Activities, First Half 2021 (pdf)

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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2018 (pdf)

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Research

Defined Contribution Plan Participants’ Activities, First Quarter 2021 (pdf)

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Video

Regulated Funds in Europe During the COVID-19 Crisis

When the COVID-19 pandemic hit, economic shutdowns around the world led to turmoil in the financial...
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ICI Viewpoints

Jump In for Mutual Fun

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But...