User account menu

Header Menu

About ICI|
Related Sites|
- Global Affairs|
- IDC|
- ICIEF|
Contact|

Issues & Advocacy
Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Key Policies

Ensuring Tax Fairness and Financial Security

Establishing Certainty in Financial Regulations

Expanding Access to Private Markets

Modernizing Disclosure for a Digital World

Retirement Fairness for Educators and Nonprofit Employees

Standing Up for Main Street Investors and Retirement Savers

Comment Letters

Amicus Briefs
Latest Comment Letters:

Comment Letter

ICI Comment Letter on the SEC's Semiannual Reporting Proposal

July 6, 2026

Comment Letter

ICI Response to the AMF's Consultation on UCITS Eligible Assets

July 3, 2026

Comment Letter

ICI Response Response on the SEC's Draft Strategic Plan

July 2, 2026
Research
Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
Statistics

All Statistics

Combined ETF and Mutual Funds

Weekly Combined Estimated ETF and Long-Term Flows

Monthly Active and Index Data

Monthly ESG Investing Data

Quarterly Worldwide Regulated Open-End Fund Market

Mutual Funds

Weekly Estimated Long-Term Mutual Fund Flows

Weekly Money Market Fund Assets

Monthly Money Market Fund Portfolio Data

Monthly Trends in Mutual Fund Investing

Monthly Mutual Fund Complex Assets

Quarterly Long-Term Mutual Fund Asset Composition

Quarterly Mutual Fund Assets in Retirement Accounts

Quarterly Mutual Fund Distributions

Annual Institutional Mutual Fund Shareholder Data

Exchange Traded Funds

Weekly Estimated ETF Net Issuance

Monthly Exchange-Traded Fund Data

Closed-End Funds

Quarterly Closed-End Fund Assets

UITs

Monthly Unit Investment Trust Deposits

More Statistics

529 Plan Program Statistics

Quarterly Retirement Market Data

Investment Company Fact Book

Closed-End Funds

Defined Contribution Plans

401(k)s

Employee Benefit Research Institute (EBRI) /ICI 401(k) Database

The ICI/ISS Defined Contribution Plan Profile

401(k) Plan Services, Fees, and Expenses

Defined Contribution Plan Investors

Defined Contribution Plan Participant Activities

Households' Views on Retirement Savings

Income from Retirement Plans

Retirement Plan Coverage and Participation

ETF Ownership

Fees and Expenses

IRAs

IRA Investors

The IRA Investor Database™

The Role of IRAs in US Households’ Saving for Retirement

Money Market Funds

Mutual Fund Ownership

Publications

ICI Research Perspective

Global

Global Industry Research
Featured Publication

Image

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

July 6, 2026

Latest Research

ICI Viewpoints

Bringing Economic Analysis to the Debate Over Private Markets in Defined Contribution Plans

July 9, 2026

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

July 6, 2026

Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (xlsx)

July 6, 2026
Resource Hubs
Resource Hubs

Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

View all Resource Hubs
401(k)

California Consumer Privacy Law

Closed-End Funds

Collective Investment Trusts

Commodity Investments

Common Ownership

Cybersecurity

Disclosure

DOL Fiduciary Duty Rule

ESG

Exchange-Traded Funds

Financial Services Regulatory

Financial Transaction Tax

Fraud Prevention

Global Retirement

Individual Retirement Account

Innovation

Liquidity Risk Management Program Rule

Money Market Fund

Processing Fees

Proxy Voting

Shortened Settlement Cycle

Target Retirement Date Funds

Treasury Clearing
News & Opinions
News & Opinions

Read ICI’s latest publications, press releases, statements, and blog posts.

View all News and Opinions
News Releases

ICI Viewpoints Blog

Opinions

Op-Eds & Letters to the Editors
Latest News:

Image

ICI Viewpoints

Bringing Economic Analysis to the Debate Over Private Markets in Defined Contribution Plans

July 9, 2026

News Release

ICI Welcomes Sonderling Nomination

June 30, 2026

News Release

Bipartisan Bill Would Help Safeguard Seniors’ Retirement Savings

June 25, 2026
Events
Events

See ICI’s upcoming and past events.

View all Events
ICI Events

Events Calendar

Past Events
Featured Events

Image

Compliance, Risk, and Legal Conference -
Registration is Now Open!

September 15 - 17

Jul 15

ICI Webinar

Insights From the Winning Team: A Debrief on the FS Credit Opportunities Corp. Supreme Court Ruling and Its Implications

Virtual●
11:30am - 12:30pm (EDT)

Jul 22

ICI Affiliate Event

Navigating the Retail Frontier: Survey Insights on the Retailization of Alternative Assets

New York, NY
Sign Up
Sign Up
About ICI
Related Sites
IDC

ICIEF

Global Affairs
Contact

Main navigation

Issues & Advocacy
Issues & Advocacy

Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Research
Research

Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
- Statistics
  Statistics
  - All Statistics
  - Combined ETF and Mutual Funds
    
    Combined ETF and Mutual Funds
    
    Weekly Combined Estimated ETF and Long-Term Flows
    
    Monthly Active and Index Data
    
    Monthly ESG Investing Data
    
    Quarterly Worldwide Regulated Open-End Fund Market
  - Mutual Funds
    
    Mutual Funds
    
    Weekly Estimated Long-Term Mutual Fund Flows
    
    Weekly Money Market Fund Assets
    
    Monthly Money Market Fund Portfolio Data
    
    Monthly Trends in Mutual Fund Investing
    
    Monthly Mutual Fund Complex Assets
    
    Quarterly Long-Term Mutual Fund Asset Composition
    
    Quarterly Mutual Fund Assets in Retirement Accounts
    
    Quarterly Mutual Fund Distributions
  - Exchange Traded Funds
    
    Exchange Traded Funds
    
    Weekly Estimated ETF Net Issuance
    
    Monthly Exchange-Traded Fund Data
  - Closed-End Funds
    
    Closed-End Funds
    
    Quarterly Closed-End Fund Assets
  - UITs
    
    UITs
    
    Monthly Unit Investment Trust Deposits
  - More Statistics
    
    More Statistics
    
    529 Plan Program Statistics
    
    Quarterly Retirement Market Data
- Investment Company Fact Book
- Closed-End Funds
- Defined Contribution Plans
  Defined Contribution Plans
- ETF Ownership
- Fees and Expenses
- IRAs
  IRAs
- Money Market Funds
- Mutual Fund Ownership
- Publications
  Publications
  - ICI Research Perspective
- Global
  Global
  - Global Industry Research
Resource Hubs
Resource Hubs

Resource Hubs

Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

View all Resource Hubs
News & Opinions
News & Opinions

News & Opinions

Read ICI’s latest publications, press releases, statements, and blog posts.

View all News and Opinions
- News Releases
- ICI Viewpoints Blog
- Opinions
  Opinions
  - Op-Eds & Letters to the Editors
  - Speeches & Testimony
Events
Events

Events

See ICI’s upcoming and past events.

View all Events
Sign Up
Sign Up
About ICI

Related Sites

IDC
ICIEF
Global Affairs

Contact
Search

Issues & Advocacy
Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Key Policies

Ensuring Tax Fairness and Financial Security

Establishing Certainty in Financial Regulations

Expanding Access to Private Markets

Modernizing Disclosure for a Digital World

Retirement Fairness for Educators and Nonprofit Employees

Standing Up for Main Street Investors and Retirement Savers

Comment Letters

Amicus Briefs
Latest Comment Letters:

Comment Letter

ICI Comment Letter on the SEC's Semiannual Reporting Proposal

July 6, 2026

Comment Letter

ICI Response to the AMF's Consultation on UCITS Eligible Assets

July 3, 2026

Comment Letter

ICI Response Response on the SEC's Draft Strategic Plan

July 2, 2026
Research
Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
Statistics

All Statistics

Combined ETF and Mutual Funds

Weekly Combined Estimated ETF and Long-Term Flows

Monthly Active and Index Data

Monthly ESG Investing Data

Quarterly Worldwide Regulated Open-End Fund Market

Mutual Funds

Weekly Estimated Long-Term Mutual Fund Flows

Weekly Money Market Fund Assets

Monthly Money Market Fund Portfolio Data

Monthly Trends in Mutual Fund Investing

Monthly Mutual Fund Complex Assets

Quarterly Long-Term Mutual Fund Asset Composition

Quarterly Mutual Fund Assets in Retirement Accounts

Quarterly Mutual Fund Distributions

Annual Institutional Mutual Fund Shareholder Data

Exchange Traded Funds

Weekly Estimated ETF Net Issuance

Monthly Exchange-Traded Fund Data

Closed-End Funds

Quarterly Closed-End Fund Assets

UITs

Monthly Unit Investment Trust Deposits

More Statistics

529 Plan Program Statistics

Quarterly Retirement Market Data

Investment Company Fact Book

Closed-End Funds

Defined Contribution Plans

401(k)s

Employee Benefit Research Institute (EBRI) /ICI 401(k) Database

The ICI/ISS Defined Contribution Plan Profile

401(k) Plan Services, Fees, and Expenses

Defined Contribution Plan Investors

Defined Contribution Plan Participant Activities

Households' Views on Retirement Savings

Income from Retirement Plans

Retirement Plan Coverage and Participation

ETF Ownership

Fees and Expenses

IRAs

IRA Investors

The IRA Investor Database™

The Role of IRAs in US Households’ Saving for Retirement

Money Market Funds

Mutual Fund Ownership

Publications

ICI Research Perspective

Global

Global Industry Research
Featured Publication

Image

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

July 6, 2026

Latest Research

ICI Viewpoints

Bringing Economic Analysis to the Debate Over Private Markets in Defined Contribution Plans

July 9, 2026

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (pdf)

July 6, 2026

Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2025 (xlsx)

July 6, 2026
Resource Hubs
Resource Hubs

Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

View all Resource Hubs
401(k)

California Consumer Privacy Law

Closed-End Funds

Collective Investment Trusts

Commodity Investments

Common Ownership

Cybersecurity

Disclosure

DOL Fiduciary Duty Rule

ESG

Exchange-Traded Funds

Financial Services Regulatory

Financial Transaction Tax

Fraud Prevention

Global Retirement

Individual Retirement Account

Innovation

Liquidity Risk Management Program Rule

Money Market Fund

Processing Fees

Proxy Voting

Shortened Settlement Cycle

Target Retirement Date Funds

Treasury Clearing
News & Opinions
News & Opinions

Read ICI’s latest publications, press releases, statements, and blog posts.

View all News and Opinions
News Releases

ICI Viewpoints Blog

Opinions

Op-Eds & Letters to the Editors
Latest News:

Image

ICI Viewpoints

Bringing Economic Analysis to the Debate Over Private Markets in Defined Contribution Plans

July 9, 2026

News Release

ICI Welcomes Sonderling Nomination

June 30, 2026

News Release

Bipartisan Bill Would Help Safeguard Seniors’ Retirement Savings

June 25, 2026
Events
Events

See ICI’s upcoming and past events.

View all Events
ICI Events

Events Calendar

Past Events
Featured Events

Image

Compliance, Risk, and Legal Conference -
Registration is Now Open!

September 15 - 17

Jul 15

ICI Webinar

Insights From the Winning Team: A Debrief on the FS Credit Opportunities Corp. Supreme Court Ruling and Its Implications

Virtual●
11:30am - 12:30pm (EDT)

Jul 22

ICI Affiliate Event

Navigating the Retail Frontier: Survey Insights on the Retailization of Alternative Assets

New York, NY
Sign Up
Sign Up
About ICI
Related Sites
IDC

ICIEF

Global Affairs
Contact

Main navigation

Issues & Advocacy
Issues & Advocacy

Issues & Advocacy

Stay informed of the policy priorities ICI champions on behalf of individual investors and the asset management industry.
Research
Research

Research

Explore research from ICI’s experts on industry-related developments, trends, and policy issues.

View all Research
- Statistics
  Statistics
  - All Statistics
  - Combined ETF and Mutual Funds
    
    Combined ETF and Mutual Funds
    
    Weekly Combined Estimated ETF and Long-Term Flows
    
    Monthly Active and Index Data
    
    Monthly ESG Investing Data
    
    Quarterly Worldwide Regulated Open-End Fund Market
  - Mutual Funds
    
    Mutual Funds
    
    Weekly Estimated Long-Term Mutual Fund Flows
    
    Weekly Money Market Fund Assets
    
    Monthly Money Market Fund Portfolio Data
    
    Monthly Trends in Mutual Fund Investing
    
    Monthly Mutual Fund Complex Assets
    
    Quarterly Long-Term Mutual Fund Asset Composition
    
    Quarterly Mutual Fund Assets in Retirement Accounts
    
    Quarterly Mutual Fund Distributions
  - Exchange Traded Funds
    
    Exchange Traded Funds
    
    Weekly Estimated ETF Net Issuance
    
    Monthly Exchange-Traded Fund Data
  - Closed-End Funds
    
    Closed-End Funds
    
    Quarterly Closed-End Fund Assets
  - UITs
    
    UITs
    
    Monthly Unit Investment Trust Deposits
  - More Statistics
    
    More Statistics
    
    529 Plan Program Statistics
    
    Quarterly Retirement Market Data
- Investment Company Fact Book
- Closed-End Funds
- Defined Contribution Plans
  Defined Contribution Plans
- ETF Ownership
- Fees and Expenses
- IRAs
  IRAs
- Money Market Funds
- Mutual Fund Ownership
- Publications
  Publications
  - ICI Research Perspective
- Global
  Global
  - Global Industry Research
Resource Hubs
Resource Hubs

Resource Hubs

Explore expert resources, analysis, and opinions on key topics affecting the asset management industry.

View all Resource Hubs
News & Opinions
News & Opinions

News & Opinions

Read ICI’s latest publications, press releases, statements, and blog posts.

View all News and Opinions
- News Releases
- ICI Viewpoints Blog
- Opinions
  Opinions
  - Op-Eds & Letters to the Editors
  - Speeches & Testimony
Events
Events

Events

See ICI’s upcoming and past events.

View all Events
Sign Up
Sign Up
About ICI

Related Sites

IDC
ICIEF
Global Affairs

Contact
Search

Breadcrumb

HOME
RESEARCH

Research

Stay informed with the most recent data, trends, and analysis from ICI’s Research team.

Image of a couple with their child and pet dog sitting on the floor

Perspective

What US Households Consider When They Select Mutual Funds, 2025 (pdf)

May 20, 2026

Supplemental Info

All data and visuals for this document are available for download.

Download Resource

Perspective

Who Participates in Retirement Plans, 2020 (pdf)

May 6, 2026

Supplemental Info

All data and visuals for this document are available for download.

Download Resource

A couple reviewing information on their laptop on their kitchen table

Research

The ICI/ISS MI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2023 (pdf)

The latest ICI/ISS Mutual Fund Institute Defined Contribution Plan Profile study examines private-sector 401(k) plans in 2023 and finds that employers play a critical role in the success of 401(k) plans and their ability to help American workers prepare for retirement.

March 11, 2026

Supplemental Info

All data and visuals for this document are available for download.

Download Resource

Research

American Views on Defined Contribution Plan Saving, 2025 (pdf)

February 24, 2026

Supplemental Info

All data and visuals for this document are available for download.

Download Resource

Latest Statistical Publications

Retirement Market

Statistical Report

Release: Quarterly Retirement Market Data, First Quarter 2026

Published:

June 18, 2026

Statistical Report

Report: The US Retirement Market, First Quarter 2026 (xls)

(Quarterly)

Published:

June 18, 2026

529 Plans

Statistical Report

Release: 529 Plan Program Statistics, December 2025

(Yearly)

Published:

March 4, 2026

Statistical Report

Release: 529 Plan Program Statistics, December 2024

Published:

April 11, 2025

ETFs

Statistical Report

Historical Report: Exchange-Traded Fund Data, May 2026 (xls)

(Monthly)

Published:

June 29, 2026

Statistical Report

Supplement: Exchange-Traded Fund Data, May 2026 (xls)

(Monthly)

Published:

June 29, 2026

Funds

Statistical Report

Release: Trends in Mutual Fund Investing, May 2026

(Monthly)

Published:

June 29, 2026

Statistical Report

Supplement: Trends in Mutual Fund Investing, May 2026 (xls)

(Monthly)

Published:

June 29, 2026

Mutual

Statistical Report

Release: Trends in Mutual Fund Investing, May 2026

(Monthly)

Published:

June 29, 2026

Statistical Report

Supplement: Trends in Mutual Fund Investing, May 2026 (xls)

(Monthly)

Published:

June 29, 2026

Funds

Statistical Report

Release: Trends in Mutual Fund Investing, May 2026

(Monthly)

Published:

June 29, 2026

Statistical Report

Supplement: Trends in Mutual Fund Investing, May 2026 (xls)

(Monthly)

Published:

June 29, 2026

Trends

Statistical Report

Release: Trends in Mutual Fund Investing, May 2026

(Monthly)

Published:

June 29, 2026

Statistical Report

Supplement: Trends in Mutual Fund Investing, May 2026 (xls)

(Monthly)

Published:

June 29, 2026

Market Data

Statistical Report

Release: Money Market Fund Assets

(Weekly)

Published:

July 9, 2026

Statistical Report

Summary: Money Market Fund Assets Data (xls)

(Weekly)

Published:

July 9, 2026

Unit

Statistical Report

Historical Report: Unit Investment Trust Data, May 2026 (xlsx)

May 2026

(Monthly)

Published:

June 15, 2026

Statistical Report

Release: Unit Investment Trust Deposits, May 2026

May 2026

(Monthly)

Published:

June 15, 2026

Investment Trusts

Statistical Report

Report: Combined Active and Index Mutual Funds and ETFs, May 2026 (xls)

(Monthly)

Published:

June 30, 2026

Statistical Report

Report: Combined Long-Term Mutual Fund and ETF Active vs Index, July 2025 (xls)

Published:

August 29, 2025

View All Statistical Publications

Filter Results By

Topic

12b-1 Fees

401(k)

401(k) Plan Asset Allocation

401(k) Plans

403(b) Plans

529 Plans

Accounting and Audit

Advisory Contract Approval

Alternative Investment Funds

America250

Antitrust

Artificial Intelligence (AI)

Asia

Bank Regulation

Bond Funds

Bond Mutual Funds

BrightScope/ICI DC Plan Profile

Broker-Dealer Issues

Business Continuity

Capital Markets Union

Clearance and Settlement

Closed-End Funds

Collective Investment Trusts

Commodities

Commodity Futures Trading Commission (CFTC)

Common Ownership Theory

Compliance

Consistent Participation

Corporate Bonds

Corporate Governance

COVID-19

Cross-Border Issues

Cyber

Cybersecurity

Defined Contribution Plan Participants

Defined Contribution Plans

Department of Labor

Derivatives

Digital Assets

Directors and Fund Governance

Disclosure

Distribution

E-Delivery

EBRI/ICI 401(k) Investor Database

Employee Retirement Income Security Act (ERISA)

Equity Funds

Equity Investing

ESG

ETF Conference

European Commission

European Union

Events

Exchange-Traded Funds (ETFs)

Fact Book

FATCA

Federal Reserve

Fees and Expenses

Fiduciary Issues

Financial Markets

Financial Services Legislation

Financial Services Regulatory Reform

Financial Stability

Financial Technology

Fixed Income Securities

Fraud Prevention

Fund Accounting & Financial Reporting

Fund Disclosure

Fund Governance

Fund Operations

Fund Ownership

Fund Regulation

Global

GMM

Government Affairs

GROWTH Act

Households Saving for College

ICI Education Foundation

ICI Global

ICI Global Research Perspective

ICI Innovate

ICI News

ICI Research Perspective

ICI Statistical Classification Definitions

IDC

Identity Theft

Index Funds

Industry Research

Information Security

Intermediary Oversight

Internal Revenue Service (IRS)

International

International Tax Issues

Investment Advisers

Investment Company Act of 1940

Investment Education

Investment Management Conference

Investor Research

Investors

IRA Investor Database

IRAs

Japan

Leadership Summit

Liquidity

Litigation and Enforcement

Long-Term Mutual Funds

Lost Property and Escheatment

Market Volatility

MiFID, EMIR, AIFMD, UCITS V

Money Market Funds

Municipal Bonds

Mutual Fund

Mutual Funds

Mutual Funds 100

Open-End Funds

Operations and Technology

Oversight

Pension

Policy Research

Portfolio Oversight

Predictive Data Analytics

Privacy

Private Markets

Proxy Voting

Recordkeeping

Red Flag Rules

Regulated Funds

Regulatory Activities

Regulatory Agencies

Research Fundamentals

Retail Investment Strategy (RIS)

Retirement Legislation

Retirement Plan Participation

Retirement Plans

Retirement Policy

Retirement Research

Risk Management

Risk Oversight

Roth IRA

Savings

Securities and Exchange Commission

Securities Lending

Service Providers

Shareholder

Shareholders' Use of Information

Small Funds

Sustainability

Swing Pricing

Systemic Risk

T+1

Target Date Funds

Tax and Accounting Conference

Tax Incentives

Taxes

Tech Summit

Technology

Trading

Trading and Markets (International)

Trading and Markets (US)

Traditional IRA

Transfer Agency

Treasury Department

Trump Accounts

UCITS

United Kingdom

United States

US Households' Views on Retirement Savings

Valuation

Type

Fact Book

Fact Sheet

ICI Viewpoints

One Pager

Paper

Perspective

Research

White Paper

Member Content

Remove Member Content

Publication Date

Start Date

End Date

ICI Research

Showing Results 1837 - 1840 of 1840 Total

Associate Member

Norm AI

Associate Member

Broadridge

Associate Member

Envision Financial Systems, Inc

ICI celebrates America 250

Proud partner of America250. Learn how investment funds are engrained in the story of America.

Pagination

First page
Previous page
…
Page 299
Page 300
Page 301
Page 302
Page 303
Page 304
Page 305
Page 306
Current page 307

Meet the Research Team

Chief Economist

Chief Economist

Exchange-Traded Funds (ETFs)

Senior Director, Industry & Financial...

Shane Worner

Senior Director, Industry & Financial...

Areas of Expertise

Closed-End Funds

Common Ownership Theory

Financial Stability

Mutual Funds

Sarah Holden

Senior Economic Adviser

Sarah Holden

Senior Economic Adviser

Retirement Plan Participation

Senior Director, Statistical Research

Judy Steenstra

Senior Director, Statistical Research

Areas of Expertise

Closed-End Funds

Exchange-Traded Funds (ETFs)

Global

Open-End Funds

Unit Investment Trusts (UITs)

Steven Bass

Assistant Director, Retirement Research

Steven Bass

Assistant Director, Retirement Research

Areas of Expertise

401(k)

Defined Contribution Plans

IRAs

Retirement Plan Participation

Associate Economist

Associate Economist

Senior Director, Retirement and Investor...

Peter Brady

Senior Director, Retirement and Investor...

Economist, Retirement and Investor Research

Daniel Schrass

Economist, Retirement and Investor Research

Assistant Director

Assistant Director

Senior Economic Advisor

Hammad Qureshi

Senior Economic Advisor

Areas of Expertise

Exchange-Traded Funds (ETFs)

Senior Economist

Senior Economist

Senior Economist

Senior Economist

Common Ownership Theory

Assistant Economist

Assistant Economist

Senior Economist

Senior Economist

Common Ownership Theory

Fees and Expenses

Money Market Funds

2026 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry.

Visit the Fact Book Website

Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Stay Informed with ICI Daily News

Get the latest insights, policy updates, and industry news.

Subscribe Today

Washington, DC

1401 H Street, NW
Suite 1200
Washington, DC 20005
+1.202.326.5800

Brussels

Rue de la Science, 4
1000 Bruxelles
Belgium
+32.2.403.3779

London

70 Gracechurch Street
Suite 318, 3rd Floor
London, EC3V 0HR
United Kingdom
+44.0.203.968.8645

ICI Policies

Footer

Careers |
Contact |

Issues & Advocacy

Latest Comment Letters:

Research

Featured Publication

Latest Research

Resource Hubs

News & Opinions

Latest News:

Events

Featured Events

Compliance, Risk, and Legal Conference - Registration is Now Open!

Jul 15

Jul 22

Issues & Advocacy

Latest Comment Letters:

Research

Featured Publication

Latest Research

Resource Hubs

News & Opinions

Latest News:

Events

Featured Events

Compliance, Risk, and Legal Conference - Registration is Now Open!

Jul 15

Jul 22

Research

Latest Statistical Publications

Retirement Market

529 Plans

ETFs

Funds

Mutual

Funds

Trends

Market Data

Unit

Investment Trusts

ICI Research

ICI celebrates America 250

Meet the Research Team

2026 Investment Company Fact Book

Compliance, Risk, and Legal Conference -
Registration is Now Open!

Compliance, Risk, and Legal Conference -
Registration is Now Open!