Resources

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Perspective

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

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Research

Profile of Mutual Fund Shareholders, 2021 (pdf)

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Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2021 (xls)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (pdf)

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Perspective

Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021...

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Perspective

Characteristics of Mutual Fund Investors, 2021 (pdf)

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Perspective

Supplemental Tables: Characteristics of Mutual Fund Investors, 2021 (xls)

More
Perspective

What US Households Consider When They Select Mutual Funds, 2020 (pdf)

More
Research

Profile of Mutual Fund Shareholders, 2020 (pdf)