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Research

Profile of Mutual Fund Shareholders, 2022 (pdf)

Research

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

News Release

Mutual Funds Are Key to Building Wealth for Majority of US Households

According to new research published today, 68.6 million, or 52.3 percent of, households in the...

Perspective

Characteristics of Mutual Fund Investors, 2022 (pdf)

Perspective

Supplemental Tables: Characteristics of Mutual Fund Investors, 2022 (xls)

Perspective

Ownership of Mutual Funds and Shareholder Sentiment, 2022 (pdf)

Perspective

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

ICI Viewpoints

Top 5 Takeaways from ICI’s 2022 Investment Company Fact Book

For more than half a century, ICI has produced an annual Fact Book featuring research, analysis and...

Perspective

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Resources

Profile of Mutual Fund Shareholders, 2022 (pdf)

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

Mutual Funds Are Key to Building Wealth for Majority of US Households

Characteristics of Mutual Fund Investors, 2022 (pdf)

Supplemental Tables: Characteristics of Mutual Fund Investors, 2022 (xls)

Ownership of Mutual Funds and Shareholder Sentiment, 2022 (pdf)

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

Top 5 Takeaways from ICI’s 2022 Investment Company Fact Book

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