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Perspective

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf)

News Release

Investment Company Institute Announces Inaugural Research Summer Workshop

February 13, 2024—ICI announced its Inaugural Research Summer Workshop on Regulated Funds and Retail...

Research

American Views on Defined Contribution Plan Saving, 2023 (pdf)

Research

Supplemental Tables: American Views on Defined Contribution Plan Saving, 2023 (xlsx)

Research

Profile of Mutual Fund Shareholders, 2023 (pdf)

Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2023 (xlsx)

Perspective

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Worldwide Release

Resources

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf)

Investment Company Institute Announces Inaugural Research Summer Workshop

American Views on Defined Contribution Plan Saving, 2023 (pdf)

Supplemental Tables: American Views on Defined Contribution Plan Saving, 2023 (xlsx)

Profile of Mutual Fund Shareholders, 2023 (pdf)

Supplemental Tables: Profile of Mutual Fund Shareholders, 2023 (xlsx)

Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2023 (xlsx)