Resources

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News Release

100 Years Later: Mutual Funds Driver of Wealth for Middle-Class Americans

October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7...
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ICI Viewpoints

The New Face of Fund Ownership: A Bigger and More Diverse Marketplace

October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors...
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ICI Viewpoints

Revolutionizing Retirement

August 30, 2024—Adjusted for inflation, average retirement assets per US household are nearly 10...
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ICI Viewpoints

Looking Back on a Century of Innovation

May 10, 2024—As ICI celebrates the 100th anniversary of the mutual fund, we’re all celebrating 100...
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Perspective

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

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Research

Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (xlsx)

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News Release

ICI Thanks House for Protecting Closed-End Fund Investors

March 7, 2024—Today, ICI President and CEO Eric Pan released the following statement after the House...
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ICI Viewpoints

The SEC’s Proposed Safeguarding Rule Will Cost Investors

March 5, 2024—Custodians play a vital role in financial markets, reinforcing trust and serving...
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News Release

ICI Commends Senators for Introducing E-Delivery Legislation

February 29, 2024—ICI President and CEO Eric Pan released the following statement after Senators...