Home Research & Statistics Perspective
2017
- Trends in the Expenses and Fees of Funds, 2016 (pdf)
Wed May 17 00:00:00 EDT 2017
- Supplemental Tables: Trends in the Expenses and Fees of Funds, 2016
Tue May 16 00:00:00 EDT 2017
- The Closed-End Fund Market, 2016 (pdf)
Tue Apr 25 00:00:00 EDT 2017
- The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)
Thu Jan 12 00:00:00 EST 2017
- Appendix: Additional Data on IRA Ownership in 2016 (pdf)
Thu Jan 12 00:00:00 EST 2017
2016
- A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (pdf)
Wed Dec 14 00:00:00 EST 2016
- Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (xls)
Tue Dec 13 00:00:00 EST 2016
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2016 (pdf)
Tue Oct 18 00:00:00 EDT 2016
- Characteristics of Mutual Fund Investors, 2016 (pdf)
Tue Oct 18 00:00:00 EDT 2016
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2014 (pdf)
Thu Sep 08 00:00:00 EDT 2016
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2015 (pdf)
Thu Jul 14 00:00:00 EDT 2016
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)
Thu Apr 28 00:00:00 EDT 2016
- The Closed-End Fund Market, 2015 (pdf)
Fri Apr 08 00:00:00 EDT 2016
- The Role of IRAs in U.S. Households’ Saving for Retirement, 2015 (pdf)
Thu Feb 18 00:00:00 EST 2016
- Perspective Appendix: The Role of IRAs in U.S. Households’ Saving for Retirement, 2015 (pdf)
Thu Feb 18 00:00:00 EST 2016
2015
- Who Benefits from the U.S. Retirement System (pdf)
Tue Nov 17 00:00:00 EST 2015
- Characteristics of Mutual Fund Investors, 2015 (pdf)
Tue Nov 10 00:00:00 EST 2015
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2015 (pdf)
Tue Nov 10 00:00:00 EST 2015
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2013 (pdf)
Tue Sep 15 00:00:00 EDT 2015
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2014 (pdf)
Wed Aug 19 00:00:00 EDT 2015
- The Closed-End Fund Market, 2014 (pdf)
Thu Apr 30 00:00:00 EDT 2015
- The Role of IRAs in U.S. Households' Saving for Retirement, 2014 (pdf)
Tue Jan 27 00:00:00 EST 2015
- Appendix: Additional Data on IRA Ownership in 2014 (pdf)
Mon Jan 26 00:00:00 EST 2015
2014
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013 (pdf)
Thu Dec 18 00:00:00 EST 2014
- Characteristics of Mutual Fund Investors, 2014 (pdf)
Wed Nov 19 00:00:00 EST 2014
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2014 (pdf)
Wed Nov 19 00:00:00 EST 2014
- A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (pdf)
Mon Oct 20 00:00:00 EDT 2014
- Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (xls)
Sun Oct 19 00:00:00 EDT 2014
- Who Gets Retirement Plans and Why, 2013 (pdf)
Thu Oct 02 00:00:00 EDT 2014
- Supplemental Tables: Who Gets Retirement Plans and Why, 2013 (xls)
Thu Oct 02 00:00:00 EDT 2014
- Understanding Exchange-Traded Funds: How ETFs Work (pdf)
Thu Sep 18 00:00:00 EDT 2014
- What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2012 (pdf)
Thu Jul 31 00:00:00 EDT 2014
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2013 (pdf)
Mon Jul 14 00:00:00 EDT 2014
- Trends in the Expenses and Fees of Mutual Funds, 2013 (pdf)
Wed May 14 00:00:00 EDT 2014
- The Closed-End Fund Market, 2013 (pdf)
Fri Mar 28 00:00:00 EDT 2014
2013
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012 (pdf)
Mon Dec 23 00:00:00 EST 2013
- The Role of IRAs in U.S. Households' Saving for Retirement, 2013 (pdf)
Thu Nov 21 00:00:00 EST 2013
- Appendix: Additional Data on IRA Ownership in 2013 (pdf)
Wed Nov 20 00:00:00 EST 2013
- Characteristics of Mutual Fund Investors, 2013 (pdf)
Thu Oct 31 00:00:00 EDT 2013
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2013 (pdf)
Thu Oct 31 00:00:00 EDT 2013
- A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (pdf)
Thu Oct 17 00:00:00 EDT 2013
- Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (xls)
Thu Oct 17 00:00:00 EDT 2013
- 401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011 (pdf)
Thu Oct 17 00:00:00 EDT 2013
- Who Gets Retirement Plans and Why, 2012 (pdf)
Thu Oct 03 00:00:00 EDT 2013
- Supplemental Tables: Who Gets Retirement Plans and Why, 2012 (xls)
Thu Oct 03 00:00:00 EDT 2013
- The Closed-End Fund Market, 2012 (pdf)
Tue Jul 02 00:00:00 EDT 2013
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2012 (pdf)
Wed Jun 12 00:00:00 EDT 2013
- Trends in the Expenses and Fees of Mutual Funds, 2012 (pdf)
Thu Apr 11 00:00:00 EDT 2013
- Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)
Thu Feb 28 00:00:00 EST 2013
- Money Market Mutual Funds, Risk, and Financial Stability in the Wake of the 2010 Reforms (pdf)
Tue Jan 15 00:00:00 EST 2013
2012
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)
Thu Dec 20 00:00:00 EST 2012
- The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf)
Mon Dec 17 00:00:00 EST 2012
- Appendix: Additional Data on IRA Ownership in 2012 (pdf)
Sun Dec 16 00:00:00 EST 2012
- Characteristics of Mutual Fund Investors, 2012 (pdf)
Tue Nov 20 00:00:00 EST 2012
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012 (pdf)
Tue Nov 20 00:00:00 EST 2012
- A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf)
Mon Oct 22 00:00:00 EDT 2012
- Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls)
Sun Oct 21 00:00:00 EDT 2012
- Who Gets Retirement Plans and Why, 2011 (pdf)
Wed Sep 26 00:00:00 EDT 2012
- Supplemental Tables: Who Gets Retirement Plans and Why, 2011 (xls)
Tue Sep 25 00:00:00 EDT 2012
- Commodity Markets and Commodity Mutual Funds (pdf)
Wed May 09 00:00:00 EDT 2012
- Trends in the Expenses and Fees of Mutual Funds, 2011 (pdf)
Mon Apr 23 00:00:00 EDT 2012
- The Closed-End Fund Market, 2011 (pdf)
Tue Mar 20 00:00:00 EDT 2012
2011
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf)
Wed Dec 21 00:00:00 EST 2011
- A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (pdf)
Tue Dec 06 00:00:00 EST 2011
- Supplemental Tables for “A Look at Private-Sector Retirement Plan Income After ERISA, 2010” (xls)
Mon Dec 05 00:00:00 EST 2011
- The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf)
Thu Nov 17 00:00:00 EST 2011
- Appendix: Additional Data on IRA Ownership in 2011 (pdf)
Wed Nov 16 00:00:00 EST 2011
- Who Gets Retirement Plans and Why, 2010 (pdf)
Mon Oct 31 00:00:00 EDT 2011
- Supplemental Tables for “Who Gets Retirement Plans and Why, 2010” (xls)
Wed Oct 26 00:00:00 EDT 2011
- Characteristics of Mutual Fund Investors, 2011 (pdf)
Thu Oct 13 00:00:00 EDT 2011
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2011 (pdf)
Thu Oct 13 00:00:00 EDT 2011
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2010 (pdf)
Wed Jun 29 00:00:00 EDT 2011
- Trends in the Fees and Expenses of Mutual Funds, 2010 (pdf)
Thu Mar 24 00:00:00 EDT 2011
- Who Gets Retirement Plans and Why: An Update (pdf)
Thu Mar 24 00:00:00 EDT 2011
- The Closed-End Fund Market, 2010 (pdf)
Fri Mar 18 00:00:00 EDT 2011
2010
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf)
Mon Nov 22 00:00:00 EST 2010
- A Look at Private-Sector Retirement Plan Income After ERISA (pdf)
Thu Nov 18 00:00:00 EST 2010
- Appendix: A Look at Private-Sector Retirement Plan Income After ERISA (pdf)
Wed Nov 17 00:00:00 EST 2010
- Trends in Proxy Voting by Registered Investment Companies, 2007-2009 (pdf)
Thu Nov 11 00:00:00 EST 2010
2009
- The Evolving Role of IRAs in U.S. Retirement Planning (pdf)
Mon Nov 23 00:00:00 EST 2009
- 401(k) Asset Allocation, Account Balances, and Loan Activity, 2008 (pdf)
Tue Oct 06 00:00:00 EDT 2009
- What Does Consistent Participation in 401(k) Plans Generate? (pdf)
Tue Jul 14 00:00:00 EDT 2009
2008
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf)
Thu Dec 18 00:00:00 EST 2008
- Who Gets Retirement Plans and Why (pdf)
Fri Oct 03 00:00:00 EDT 2008
- Appendix: Who Gets Retirement Plans and Why (pdf)
Fri Oct 03 00:00:00 EDT 2008
- Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders (pdf)
Thu Jul 10 00:00:00 EDT 2008
2007
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)
Tue Jul 31 00:00:00 EDT 2007
2006
- 401(k) Plans: A 25-Year Retrospective (pdf)
Mon Nov 06 00:00:00 EST 2006
- Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf), November 2006
Sun Nov 05 00:00:00 EST 2006
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2005 (pdf), August 2006
Thu Aug 24 00:00:00 EDT 2006
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2005 (pdf), August 2006
Wed Aug 23 00:00:00 EDT 2006
2005
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004 (pdf), September 2005
Wed Sep 28 00:00:00 EDT 2005
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2004 (pdf), September 2005
Tue Sep 27 00:00:00 EDT 2005
- Are S&P 500 Index Mutual Funds Commodities? (pdf), August 2005
Tue Aug 09 00:00:00 EDT 2005
- The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005
Tue Jul 12 00:00:00 EDT 2005
- The Individual Retirement Account at Age 30: A Retrospective (pdf), February 2005
Fri Feb 11 00:00:00 EST 2005
2004 and Earlier
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2003 (pdf), August 2004
Mon Aug 09 00:00:00 EDT 2004
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003 (pdf), August 2004
Mon Aug 09 00:00:00 EDT 2004
- Mutual Fund and Economic Developments in 2003 (pdf), March 2004
Mon Mar 29 00:00:00 EST 2004
- The Expenses of Defined Benefit Pension Plans and Mutual Funds (pdf), December 2003
Wed Dec 31 00:00:00 EST 2003
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002 (pdf), September 2003
Fri Sep 12 00:00:00 EDT 2003
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2002 (pdf), September 2003
Thu Sep 11 00:00:00 EDT 2003
- Mutual Fund Independent Directors: A Model for Corporate America? (pdf), August 2003
Mon Aug 11 00:00:00 EDT 2003
- Mutual Fund Distribution Channels and Distribution Costs (pdf)
Fri Jul 11 00:00:00 EDT 2003
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001 (pdf), March 2003
Tue Feb 25 00:00:00 EST 2003
- Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2001 (pdf), March 2003
Mon Feb 24 00:00:00 EST 2003
- Mutual Fund Industry Developments in 2002 (pdf), February 2003
Thu Feb 20 00:00:00 EST 2003
- Can 401(k) Accumulations Generate Significant Income for Future Retirees? (pdf), November 2002
Sat Nov 30 00:00:00 EST 2002
- Appendix: EBRI/ICI 401(k) Accumulation Projection Model (pdf), November 2002
Fri Nov 29 00:00:00 EST 2002
- The Regulation of Operational Risk in Investment Management Companies (pdf), September 2002
Sun Sep 01 00:00:00 EDT 2002
- Mutual Fund Industry Developments in 2001 (pdf), February 2002
Tue Jan 01 00:00:00 EST 2002
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2000 (pdf), November 2001
Thu Nov 01 00:00:00 EST 2001
- Contribution Behavior of 401(k) Plan Participants (pdf), October 2001
Mon Oct 01 00:00:00 EDT 2001
- The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance (pdf), June 2001
Fri Jun 01 00:00:00 EDT 2001
- Mutual Fund Assets and Flows in 2000 (pdf), February 2001
Thu Feb 01 00:00:00 EST 2001
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf), January 2001
Mon Jan 01 00:00:00 EST 2001
- The 1990s: A Decade of Change and Expansion in the U.S. Mutual Fund Industry (pdf), July 2000
Sat Jul 01 00:00:00 EDT 2000
- Mutual Fund Assets and Flows in 1999 (pdf), February 2002
Tue Feb 01 00:00:00 EST 2000
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998 (pdf), January 2000
Sun Jan 02 00:00:00 EST 2000
- Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1997 (pdf), January 2000
Sat Jan 01 00:00:00 EST 2000
- Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999
Wed Dec 01 00:00:00 EST 1999
- Mutual Fund Costs, 1980-1998 (pdf), September 1999
Wed Sep 01 00:00:00 EDT 1999
- Total Shareholder Cost of Bond and Money Market Mutual Funds (pdf), March 1999
Mon Mar 01 00:00:00 EST 1999
- Mutual Fund Developments in 1998 (pdf), February 1999
Mon Feb 01 00:00:00 EST 1999
- 401(k) Plan Asset Allocation, Account Balances, and Loan Activity (pdf), January 1999
Fri Jan 01 00:00:00 EST 1999
- Trends in the Ownership Cost of Equity Mutual Funds (pdf), November 1998
Sun Nov 01 00:00:00 EST 1998
- U.S. Emerging Market Equity Funds and the 1997 Crisis in Asian Financial Markets (pdf), June 1998
Mon Jun 01 00:00:00 EDT 1998
- Mutual Fund Developments in 1997 (pdf), March 1998
Sun Mar 01 00:00:00 EST 1998
- Stock Markets, Economic Development, and Capital Control Liberalization (pdf), December 1997
Mon Dec 01 00:00:00 EST 1997
- Selected Issues in International Taxation of Retirement Savings (pdf), August 1997
Fri Aug 01 00:00:00 EDT 1997
- Continuing a Tradition of Integrity (pdf), July 1997
Tue Jul 01 00:00:00 EDT 1997
- Growth and Development of Bond Mutual Funds (pdf), June 1997
Sun Jun 01 00:00:00 EDT 1997
- Mutual Fund Developments in 1996 (pdf), March 1997
Sat Mar 01 00:00:00 EST 1997
- U.S. Emerging Market Funds: Hot Money or Stable Source of Investment Capital (pdf), December 1996
Sun Dec 01 00:00:00 EST 1996
- Helping America Save for the Future (pdf), June 1996
Sat Jun 01 00:00:00 EDT 1996
- Investing the Assets of the Social Security Trust Fund in Equity Securities (pdf), May 1996
Wed May 01 00:00:00 EDT 1996
- The Coming Crisis in Social Security (pdf), April 1996
Mon Apr 01 00:00:00 EST 1996
- Mutual Fund Shareholder Activity During U.S. Stock Market Cycles, 1944-95 (pdf), March 1996
Fri Mar 01 00:00:00 EST 1996
- Mutual Fund Regulation: Forging a New Federal and State Partnership (pdf), January 1996
Mon Jan 01 00:00:00 EST 1996
- Improving Mutual Fund Risk Disclosure (pdf), November 1995
Wed Nov 01 00:00:00 EST 1995
- Mutual Fund Shareholder Response to Market Disruptions (pdf), July 1995
Sat Jul 01 00:00:00 EDT 1995
ICI Research Fundamentals
- The Role of IRAs in U.S. Households' Saving for Retirement, 2010 (pdf)
Wed Dec 01 00:00:00 EST 2010
- Appendix: Additional Data on IRA Ownership in 2010 (pdf)
Wed Dec 01 00:00:00 EST 2010
- Characteristics of Mutual Fund Investors, 2010 (pdf)
Tue Sep 28 00:00:00 EDT 2010
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2010 (pdf)
Tue Sep 28 00:00:00 EDT 2010
- The Economics of Providing 401(k) Plans, 2009 (pdf)
Thu Sep 16 00:00:00 EDT 2010
- The Closed-End Fund Market, 2009 (pdf)
Thu Jun 10 00:00:00 EDT 2010
- The U.S. Retirement Market, 2009 (pdf)
Thu May 06 00:00:00 EDT 2010
- Trends in the Fees and Expenses of Mutual Funds, 2009 (pdf)
Tue Apr 13 00:00:00 EDT 2010
- The Role of IRAs in U.S. Households Saving for Retirement, 2009 (pdf)
Thu Jan 21 00:00:00 EST 2010
- IRA Appendix: Additional Data on IRA Ownership in 2009 (pdf)
Thu Jan 21 00:00:00 EST 2010
