Resources

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Research

Profile of Mutual Fund Shareholders, 2023 (pdf)

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Research

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

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Perspective

Characteristics of Mutual Fund Investors, 2023 (pdf)

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Perspective

Supplemental Tables: Characteristics of Mutual Fund Investors, 2023 (xlsx)

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Perspective

Ownership of Mutual Funds and Shareholder Sentiment, 2023 (pdf)

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Perspective

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

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ICI Viewpoints

How Do ETF and Mutual Fund Investors Differ?

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many...
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Perspective

What US Households Consider When They Select Mutual Funds, 2022 (pdf)

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ICI Viewpoints

Savers Remain Focused on Retirement Goals Through Market Turbulence

US households felt the sting of high inflation in 2022. Sharp increases in consumer prices led to...