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Profile of Mutual Fund Shareholders, 2022 (pdf)

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Supplemental Tables: Profile of Mutual Fund Shareholders, 2022 (xls)

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Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2022 (xls)

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Defined Contribution Plan Participants’ Activities, First Half 2022 (pdf)

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Ten Important Facts About IRAs (pdf)

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What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances...

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Defined Contribution Plan Participants’ Activities, First Quarter 2022 (pdf)

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

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