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ICI Research Reports

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Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2020 (pdf...

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Five Important Points on Mutual Fund Fees and Expenses (pdf)

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Research

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020 (pdf)

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

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Research

American Views on Defined Contribution Plan Saving, 2023 (pdf)

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Research

Supplemental Tables: American Views on Defined Contribution Plan Saving, 2023 (xlsx)

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Summary of Recent ICI Research on First-Mover Advantage, Dilution, and Systemic Risk in Open-End Fun...

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Research

Profile of Mutual Fund Shareholders, 2023 (pdf)

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Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2023 (xlsx)