ICI Research Perspective ICI Research Perspective The Closed-End Fund Market, 2024 (pdf) Supplemental Tables: The Closed-End Fund Market, 2024 (xlsx) What US Households Consider When They Select Mutual Funds, 2024 (pdf) The Role of IRAs in US Households’ Saving for Retirement, 2024 (pdf) Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2024 (xls) Trends in the Expenses and Fees of Funds, 2024 (pdf) Supplemental Tables: Trends in the Expenses and Fees of Funds, 2024 (xlsx) Ongoing Charges for UCITS in the European Union, 2023 (pdf) Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2023 (xlsx) Characteristics of Mutual Fund Investors, 2024 (pdf) Supplemental Tables: Characteristics of Mutual Fund Investors, 2024 (xlsx) Ownership of Mutual Funds and Shareholder Sentiment, 2024 (pdf) Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2024 (xlsx) What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf) Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2022 (xlsx) The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf) Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xlsx) The Closed-End Fund Market, 2023 (pdf) Supplemental Tables: The Closed-End Fund Market, 2023 (xlsx) What US Households Consider When They Select Mutual Funds, 2023 (pdf) 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (pdf) Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx) Trends in the Expenses and Fees of Funds, 2023 (pdf) Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls) The Role of IRAs in US Households’ Saving for Retirement, 2023 (pdf) Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2023 (xls) Characteristics of Mutual Fund Investors, 2023 (pdf) Supplemental Tables: Characteristics of Mutual Fund Investors, 2023 (xlsx) Ownership of Mutual Funds and Shareholder Sentiment, 2023 (pdf) Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2023 (xlsx) Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2016–2020 (pdf) Ongoing Charges for UCITS in the European Union, 2022 (pdf) Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx) How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (pdf) Supplemental Tables: How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (xlsx) The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (pdf) Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (xlsx) The Closed-End Fund Market, 2022 (pdf) Supplemental Tables: The Closed-End Fund Market, 2022 (xlsx) What US Households Consider When They Select Mutual Funds, 2022 (pdf) Trends in the Expenses and Fees of Funds, 2022 (pdf) Supplemental Tables: Trends in the Expenses and Fees of Funds, 2022 (xls) What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (pdf) Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (xlsx) The Role of IRAs in US Households’ Saving for Retirement, 2022 (pdf) Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2022 (xls) 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (pdf) Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (xlsx) Ongoing Charges for UCITS in the European Union, 2021 (pdf) Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2021 (xlsx) 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) What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019 (pdf) The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf) Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xls) The Closed-End Fund Market, 2021 (pdf) Supplemental Tables: The Closed-End Fund Market, 2021 (xls) 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf) Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (xls) What US Households Consider When They Select Mutual Funds, 2021 (pdf) Trends in the Expenses and Fees of Funds, 2021 (pdf) Supplemental Tables: Trends in the Expenses and Fees of Funds, 2021 (xls) The Role of IRAs in US Households’ Saving for Retirement, 2021 (pdf) Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2021 (xls) Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (pdf) Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (xls) Characteristics of Mutual Fund Investors, 2021 (pdf) Supplemental Tables: Characteristics of Mutual Fund Investors, 2021 (xls) Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2010–2018 (pdf) Ongoing Charges for UCITS in the European Union, 2020 (pdf) Who Participates in Retirement Plans, 2018 (pdf) Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Participants (pdf) The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (pdf) Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (xls) The Closed-End Fund Market, 2020 (pdf) Supplemental Tables: The Closed-End Fund Market, 2020 (xls) What US Households Consider When They Select Mutual Funds, 2020 (pdf) Supplemental Tables: Trends in the Expenses and Fees of Funds, 2020 (xls) Trends in the Expenses and Fees of Funds, 2020 (pdf) 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf) The Role of IRAs in US Households’ Saving for Retirement, 2020 (pdf) Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2020 (xls) Characteristics of Mutual Fund Investors, 2020 (pdf) Supplemental Tables: Characteristics of Mutual Fund Investors, 2020 (xls) Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (pdf) Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (xls) Ongoing Charges for UCITS in the European Union, 2019 (pdf) What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf) The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (pdf) Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (xls) The Closed-End Fund Market, 2019 (pdf) Supplemental Tables: The Closed-End Fund Market, 2019 (xls) Who Participates in Retirement Plans, 2017 (pdf) What US Households Consider When They Select Mutual Funds, 2019 (pdf) Supplemental Tables: Trends in the Expenses and Fees of Funds, 2019 (xls) Trends in the Expenses and Fees of Funds, 2019 (pdf) The Role of IRAs in US Households’ Saving for Retirement, 2019 (pdf) Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2019 (xls)
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances and Asset Allocations, 2016–2022 (pdf)
Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2022 (xlsx)
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xlsx)
Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2022 (xlsx)
How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (pdf)
Supplemental Tables: How 401(k) Plan Participants Use Loans over Time: An Analysis of Loan Activity of Consistent 401(k) Plan Participants, 2016–2020 (xlsx)
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (xlsx)
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (pdf)
Supplemental Tables: What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2016–2020 (xlsx)
Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2020 (xlsx)
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2019 (pdf)
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xls)
Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (xls)
Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Participants (pdf)
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (xls)
Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (xls)
What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (xls)
