Resources

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Perspective

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

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Research

IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)

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Research

Defined Contribution Plan Participants’ Activities, First Quarter 2023 (pdf)

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Research

Supplemental Tables: Defined Contribution Plan Participants’ Activities, First Quarter 2023 (xls)

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News Release

ICI Publishes 63rd Edition of Investment Company Fact Book

May 23, ICI published its 2023 Investment Company Fact Book ahead of its Leadership Summit in...
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Fact Book

2023 Investment Company Fact Book (pdf)

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Perspective

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

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ICI Viewpoints

Falling Fund Fees Continue to Benefit America’s Investors

Demand for lower-cost investment products, competition among the vast number of available funds, and...
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Perspective

Trends in the Expenses and Fees of Funds, 2022 (pdf)