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Home Research & Statistics Perspective

2020
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (pdf)
    Nov 19, 2020
  • Characteristics of Mutual Fund Investors, 2020 (pdf)
    Nov 19, 2020
  • Supplemental Tables: Characteristics of Mutual Fund Investors, 2020 (xls)
    Nov 18, 2020
  • Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (xls)
    Nov 18, 2020
  • Ongoing Charges for UCITS in the European Union, 2019 (pdf)
    Oct 26, 2020
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018 (pdf)
    Oct 1, 2020
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (pdf)
    Jul 27, 2020
  • Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (xls)
    Jul 26, 2020
  • The Closed-End Fund Market, 2019 (pdf)
    May 20, 2020
  • Supplemental Tables: The Closed-End Fund Market, 2019 (xls)
    May 19, 2020
  • Who Participates in Retirement Plans, 2017 (pdf)
    May 4, 2020
  • What US Households Consider When They Select Mutual Funds, 2019 (pdf)
    Apr 7, 2020
  • Trends in the Expenses and Fees of Funds, 2019 (pdf)
    Mar 26, 2020
  • Supplemental Tables: Trends in the Expenses and Fees of Funds, 2019 (xls)
    Mar 25, 2020
2019
  • The Role of IRAs in US Households’ Saving for Retirement, 2019 (pdf)
    Dec 11, 2019
  • Supplemental Tables: The Role of IRAs in US Households’ Saving for Retirement, 2019 (xls)
    Dec 10, 2019
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2019 (pdf)
    Oct 29, 2019
  • Characteristics of Mutual Fund Investors, 2019 (pdf)
    Oct 29, 2019
  • Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2019 (xls)
    Oct 28, 2019
  • Supplemental Tables: Characteristics of Mutual Fund Investors, 2019 (xls)
    Oct 28, 2019
  • Ongoing Charges for UCITS in the European Union (pdf)
    Sep 23, 2019
  • Who Participates in Retirement Plans, 2016 (pdf)
    Aug 5, 2019
  • Proxy Voting by Registered Investment Companies, 2017 (pdf)
    Jul 29, 2019
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2018 (pdf)
    Jul 11, 2019
  • Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2018 (xls)
    Jul 10, 2019
  • What US Households Consider When They Select Mutual Funds, 2018 (pdf)
    May 15, 2019
  • The Closed-End Fund Market, 2018 (pdf)
    Apr 29, 2019
  • Supplemental Tables: The Closed-End Fund Market, 2018 (xls)
    Apr 28, 2019
  • Trends in the Expenses and Fees of Funds, 2018 (pdf)
    Mar 21, 2019
  • Supplemental Tables: Trends in the Expenses and Fees of Funds, 2018 (xls)
    Mar 20, 2019
2018
  • The Role of IRAs in US Households’ Saving for Retirement, 2018 (pdf)
    Dec 19, 2018
  • Appendix: The Role of IRAs in US Households’ Saving for Retirement, 2018 (xls)
    Dec 18, 2018
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018 (pdf)
    Nov 20, 2018
  • Characteristics of Mutual Fund Investors, 2018 (pdf)
    Nov 20, 2018
  • Supplemental Tables: Characteristics of Mutual Fund Investors, 2018 (xls)
    Nov 19, 2018
  • Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018 (xls)
    Nov 19, 2018
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016 (pdf)
    Nov 6, 2018
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2016 (pdf)
    Sep 10, 2018
  • What US Households Consider When They Select Mutual Funds (pdf)
    Aug 15, 2018
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2017 (pdf)
    Jun 19, 2018
  • Trends in the Expenses and Fees of Funds, 2017 (pdf)
    Apr 30, 2018
  • Supplemental Tables: Trends in the Expenses and Fees of Funds, 2017 (xls)
    Apr 29, 2018
  • The Closed-End Fund Market, 2017 (pdf)
    Apr 19, 2018
  • Who Participates in Retirement Plans, 2014 (pdf)
    Apr 5, 2018
2017
  • The Role of IRAs in US Households’ Saving for Retirement, 2017 (pdf)
    Dec 4, 2017
  • Appendix: Additional Data on IRA Ownership in 2017 (pdf)
    Dec 3, 2017
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2015 (pdf)
    Oct 24, 2017
  • Characteristics of Mutual Fund Investors, 2017 (pdf)
    Oct 11, 2017
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2017 (pdf)
    Oct 11, 2017
  • Supplemental Tables: Characteristics of Mutual Fund Investors, 2017 (xls)
    Oct 10, 2017
  • Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2017 (xls)
    Oct 10, 2017
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015 (pdf)
    Aug 3, 2017
  • Who Participates in Retirement Plans (pdf)
    Jul 26, 2017
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2016 (pdf)
    Jun 15, 2017
  • Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2016
    Jun 14, 2017
  • Trends in the Expenses and Fees of Funds, 2016 (pdf)
    May 17, 2017
  • Supplemental Tables: Trends in the Expenses and Fees of Funds, 2016
    May 16, 2017
  • The Closed-End Fund Market, 2016 (pdf)
    Apr 25, 2017
  • The Role of IRAs in US Households’ Saving for Retirement, 2016 (pdf)
    Jan 12, 2017
  • Appendix: Additional Data on IRA Ownership in 2016 (pdf)
    Jan 12, 2017
2016
  • A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (pdf)
    Dec 14, 2016
  • Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2015 (xls)
    Dec 13, 2016
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2016 (pdf)
    Oct 18, 2016
  • Characteristics of Mutual Fund Investors, 2016 (pdf)
    Oct 18, 2016
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2010–2014 (pdf)
    Sep 8, 2016
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2015 (pdf)
    Jul 14, 2016
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 (pdf)
    Apr 28, 2016
  • The Closed-End Fund Market, 2015 (pdf)
    Apr 8, 2016
  • The Role of IRAs in U.S. Households’ Saving for Retirement, 2015 (pdf)
    Feb 18, 2016
  • Perspective Appendix: The Role of IRAs in U.S. Households’ Saving for Retirement, 2015 (pdf)
    Feb 18, 2016
2015
  • Who Benefits from the U.S. Retirement System (pdf)
    Nov 17, 2015
  • Characteristics of Mutual Fund Investors, 2015 (pdf)
    Nov 10, 2015
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2015 (pdf)
    Nov 10, 2015
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2013 (pdf)
    Sep 15, 2015
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2014 (pdf)
    Aug 19, 2015
  • The Closed-End Fund Market, 2014 (pdf)
    Apr 30, 2015
  • Regulated Funds, Emerging Markets, and Financial Stability (pdf)
    Apr 6, 2015
  • The Role of IRAs in U.S. Households' Saving for Retirement, 2014 (pdf)
    Jan 27, 2015
  • Appendix: Additional Data on IRA Ownership in 2014 (pdf)
    Jan 26, 2015
2014
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2013 (pdf)
    Dec 18, 2014
  • Characteristics of Mutual Fund Investors, 2014 (pdf)
    Nov 19, 2014
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2014 (pdf)
    Nov 19, 2014
  • A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (pdf)
    Oct 20, 2014
  • Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2013 (xls)
    Oct 19, 2014
  • Who Gets Retirement Plans and Why, 2013 (pdf)
    Oct 2, 2014
  • Supplemental Tables: Who Gets Retirement Plans and Why, 2013 (xls)
    Oct 2, 2014
  • Understanding Exchange-Traded Funds: How ETFs Work (pdf)
    Sep 18, 2014
  • What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 2007–2012 (pdf)
    Jul 31, 2014
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2013 (pdf)
    Jul 14, 2014
  • Trends in the Expenses and Fees of Mutual Funds, 2013 (pdf)
    May 14, 2014
  • Globalisation and the Global Growth of Long-Term Mutual Funds (pdf)
    Mar 31, 2014
  • The Closed-End Fund Market, 2013 (pdf)
    Mar 28, 2014
2013
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2012 (pdf)
    Dec 23, 2013
  • The Role of IRAs in U.S. Households' Saving for Retirement, 2013 (pdf)
    Nov 21, 2013
  • Appendix: Additional Data on IRA Ownership in 2013 (pdf)
    Nov 20, 2013
  • Characteristics of Mutual Fund Investors, 2013 (pdf)
    Oct 31, 2013
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2013 (pdf)
    Oct 31, 2013
  • A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (pdf)
    Oct 17, 2013
  • Supplemental Tables: A Look at Private-Sector Retirement Plan Income After ERISA, 2012 (xls)
    Oct 17, 2013
  • 401(k) Participants in the Wake of the Financial Crisis: Changes in Account Balances, 2007-2011 (pdf)
    Oct 17, 2013
  • Who Gets Retirement Plans and Why, 2012 (pdf)
    Oct 3, 2013
  • Supplemental Tables: Who Gets Retirement Plans and Why, 2012 (xls)
    Oct 3, 2013
  • The Closed-End Fund Market, 2012 (pdf)
    Jul 2, 2013
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2012 (pdf)
    Jun 12, 2013
  • Trends in the Expenses and Fees of Mutual Funds, 2012 (pdf)
    Apr 11, 2013
  • Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)
    Feb 28, 2013
  • Money Market Mutual Funds, Risk, and Financial Stability in the Wake of the 2010 Reforms (pdf)
    Jan 15, 2013
2012
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)
    Dec 20, 2012
  • The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf)
    Dec 17, 2012
  • Appendix: Additional Data on IRA Ownership in 2012 (pdf)
    Dec 16, 2012
  • Characteristics of Mutual Fund Investors, 2012 (pdf)
    Nov 20, 2012
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012 (pdf)
    Nov 20, 2012
  • A Look at Private-Sector Retirement Plan Income After ERISA, 2011 (pdf)
    Oct 22, 2012
  • Supplemental Tables: A Look at the Private-Sector Retirement Plan Income After ERISA, 2011 (xls)
    Oct 21, 2012
  • Who Gets Retirement Plans and Why, 2011 (pdf)
    Sep 26, 2012
  • Supplemental Tables: Who Gets Retirement Plans and Why, 2011 (xls)
    Sep 25, 2012
  • Commodity Markets and Commodity Mutual Funds (pdf)
    May 9, 2012
  • Trends in the Expenses and Fees of Mutual Funds, 2011 (pdf)
    Apr 23, 2012
  • The Closed-End Fund Market, 2011 (pdf)
    Mar 20, 2012
2011
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf)
    Dec 21, 2011
  • A Look at Private-Sector Retirement Plan Income After ERISA, 2010 (pdf)
    Dec 6, 2011
  • Supplemental Tables for “A Look at Private-Sector Retirement Plan Income After ERISA, 2010” (xls)
    Dec 5, 2011
  • The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf)
    Nov 17, 2011
  • Appendix: Additional Data on IRA Ownership in 2011 (pdf)
    Nov 16, 2011
  • Who Gets Retirement Plans and Why, 2010 (pdf)
    Oct 31, 2011
  • Supplemental Tables for “Who Gets Retirement Plans and Why, 2010” (xls)
    Oct 26, 2011
  • Characteristics of Mutual Fund Investors, 2011 (pdf)
    Oct 13, 2011
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2011 (pdf)
    Oct 13, 2011
  • The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2010 (pdf)
    Jun 29, 2011
  • Trends in the Fees and Expenses of Mutual Funds, 2010 (pdf)
    Mar 24, 2011
  • Who Gets Retirement Plans and Why: An Update (pdf)
    Mar 24, 2011
  • The Closed-End Fund Market, 2010 (pdf)
    Mar 18, 2011
2010
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2009 (pdf)
    Nov 22, 2010
  • A Look at Private-Sector Retirement Plan Income After ERISA (pdf)
    Nov 18, 2010
  • Appendix: A Look at Private-Sector Retirement Plan Income After ERISA (pdf)
    Nov 17, 2010
  • Trends in Proxy Voting by Registered Investment Companies, 2007-2009 (pdf)
    Nov 11, 2010
2009
  • The Evolving Role of IRAs in U.S. Retirement Planning (pdf)
    Nov 23, 2009
  • 401(k) Asset Allocation, Account Balances, and Loan Activity, 2008 (pdf)
    Oct 6, 2009
  • What Does Consistent Participation in 401(k) Plans Generate? (pdf)
    Jul 14, 2009
2008
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf)
    Dec 18, 2008
  • Who Gets Retirement Plans and Why (pdf)
    Oct 3, 2008
  • Appendix: Who Gets Retirement Plans and Why (pdf)
    Oct 3, 2008
  • Proxy Voting by Registered Investment Companies: Promoting the Interests of Fund Shareholders (pdf)
    Jul 10, 2008
2007
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)
    Jul 31, 2007
2006
  • 401(k) Plans: A 25-Year Retrospective (pdf)
    Nov 6, 2006
  • Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf), November 2006
    Nov 5, 2006
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2005 (pdf), August 2006
    Aug 24, 2006
  • Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2005 (pdf), August 2006
    Aug 23, 2006
2005
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2004 (pdf), September 2005
    Sep 28, 2005
  • Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2004 (pdf), September 2005
    Sep 27, 2005
  • Are S&P 500 Index Mutual Funds Commodities? (pdf), August 2005
    Aug 9, 2005
  • The Influence of Automatic Enrollment, Catch-Up, and IRA Contributions on 401(k) Accumulations at Retirement (pdf), July 2005
    Jul 12, 2005
  • The Individual Retirement Account at Age 30: A Retrospective (pdf)
    Feb 11, 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
    Aug 9, 2004
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2003 (pdf), August 2004
    Aug 9, 2004
  • Mutual Fund and Economic Developments in 2003 (pdf), March 2004
    Mar 29, 2004
  • The Expenses of Defined Benefit Pension Plans and Mutual Funds (pdf), December 2003
    Dec 31, 2003
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2002 (pdf), September 2003
    Sep 12, 2003
  • Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2002 (pdf), September 2003
    Sep 11, 2003
  • Mutual Fund Independent Directors: A Model for Corporate America? (pdf), August 2003
    Aug 11, 2003
  • Mutual Fund Distribution Channels and Distribution Costs (pdf)
    Jul 11, 2003
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2001 (pdf), March 2003
    Feb 25, 2003
  • Appendix: Additional Figures for the EBRI/ICI Participant-Directed Retirement Plan Data Collection Project for Year-End 2001 (pdf), March 2003
    Feb 24, 2003
  • Mutual Fund Industry Developments in 2002 (pdf), February 2003
    Feb 20, 2003
  • Can 401(k) Accumulations Generate Significant Income for Future Retirees? (pdf), November 2002
    Nov 30, 2002
  • Appendix: EBRI/ICI 401(k) Accumulation Projection Model (pdf), November 2002
    Nov 29, 2002
  • The Regulation of Operational Risk in Investment Management Companies (pdf), September 2002
    Sep 1, 2002
  • Mutual Fund Industry Developments in 2001 (pdf), February 2002
    Jan 1, 2002
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2000 (pdf), November 2001
    Nov 1, 2001
  • Contribution Behavior of 401(k) Plan Participants (pdf), October 2001
    Oct 1, 2001
  • The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance (pdf), June 2001
    Jun 1, 2001
  • Mutual Fund Assets and Flows in 2000 (pdf), February 2001
    Feb 1, 2001
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1999 (pdf), January 2001
    Jan 1, 2001
  • The 1990s: A Decade of Change and Expansion in the U.S. Mutual Fund Industry (pdf), July 2000
    Jul 1, 2000
  • Mutual Fund Assets and Flows in 1999 (pdf), February 2002
    Feb 1, 2000
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1998 (pdf), January 2000
    Jan 2, 2000
  • Appendix: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 1997 (pdf), January 2000
    Jan 1, 2000
  • Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999
    Dec 1, 1999
  • Mutual Fund Costs, 1980-1998 (pdf), September 1999
    Sep 1, 1999
  • Total Shareholder Cost of Bond and Money Market Mutual Funds (pdf), March 1999
    Mar 1, 1999
  • Mutual Fund Developments in 1998 (pdf), February 1999
    Feb 1, 1999
  • 401(k) Plan Asset Allocation, Account Balances, and Loan Activity (pdf), January 1999
    Jan 1, 1999
  • Trends in the Ownership Cost of Equity Mutual Funds (pdf), November 1998
    Nov 1, 1998
  • U.S. Emerging Market Equity Funds and the 1997 Crisis in Asian Financial Markets (pdf), June 1998
    Jun 1, 1998
  • Mutual Fund Developments in 1997 (pdf), March 1998
    Mar 1, 1998
  • Stock Markets, Economic Development, and Capital Control Liberalization (pdf), December 1997
    Dec 1, 1997
  • Selected Issues in International Taxation of Retirement Savings (pdf), August 1997
    Aug 1, 1997
  • Continuing a Tradition of Integrity (pdf), July 1997
    Jul 1, 1997
  • Growth and Development of Bond Mutual Funds (pdf), June 1997
    Jun 1, 1997
  • Mutual Fund Developments in 1996 (pdf), March 1997
    Mar 1, 1997
  • U.S. Emerging Market Funds: Hot Money or Stable Source of Investment Capital (pdf), December 1996
    Dec 1, 1996
  • Helping America Save for the Future (pdf), June 1996
    Jun 1, 1996
  • Investing the Assets of the Social Security Trust Fund in Equity Securities (pdf), May 1996
    May 1, 1996
  • The Coming Crisis in Social Security (pdf), April 1996
    Apr 1, 1996
  • Mutual Fund Shareholder Activity During U.S. Stock Market Cycles, 1944-95 (pdf), March 1996
    Mar 1, 1996
  • Mutual Fund Regulation: Forging a New Federal and State Partnership (pdf), January 1996
    Jan 1, 1996
  • Improving Mutual Fund Risk Disclosure (pdf), November 1995
    Nov 1, 1995
  • Mutual Fund Shareholder Response to Market Disruptions (pdf), July 1995
    Jul 1, 1995
ICI Research Fundamentals
  • The Role of IRAs in U.S. Households' Saving for Retirement, 2010 (pdf)
    Dec 1, 2010
  • Appendix: Additional Data on IRA Ownership in 2010 (pdf)
    Dec 1, 2010
  • Characteristics of Mutual Fund Investors, 2010 (pdf)
    Sep 28, 2010
  • Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2010 (pdf)
    Sep 28, 2010
  • The Economics of Providing 401(k) Plans, 2009 (pdf)
    Sep 16, 2010
  • The Closed-End Fund Market, 2009 (pdf)
    Jun 10, 2010
  • The U.S. Retirement Market, 2009 (pdf)
    May 6, 2010
  • Trends in the Fees and Expenses of Mutual Funds, 2009 (pdf)
    Apr 13, 2010
  • The Role of IRAs in U.S. Households Saving for Retirement, 2009 (pdf)
    Jan 21, 2010
  • IRA Appendix: Additional Data on IRA Ownership in 2009 (pdf)
    Jan 21, 2010

Please see a full list of ICI Research Fundamentals >>

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