Resources

More
Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

More
Perspective

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

More
Research

Defined Contribution Plan Participants’ Activities, 2021

More
Research

Defined Contribution Plan Participants’ Activities, First Three Quarters of 2021 (pdf)

More
Research

American Views on Defined Contribution Plan Saving, 2021 (pdf)

More
Research

Profile of Mutual Fund Shareholders, 2021 (pdf)

More
Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2021 (xls)

More
Research

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

More
Perspective

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