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
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
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
