Research and Statistics
Industry Research
Ongoing Charges for UCITS in the European Union, 2019 (pdf)
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (pdf)
Focus on Funds: Gain Market Insights on Closed-End Funds
Focus on Funds Gain Market Insights on Closed-End Funds Closed-end funds saw growth and increased...
Retirement Research
Traditional and Roth IRAs Offer Choice and Flexibility
Individual Retirement Accounts Offer a Variety of Ways to Save With $12.2 trillion in assets...
401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)
Defined Contribution Plan Participants’ Activities, 2020 (pdf)
Research Publications
Monthly Taxable Money Market Fund Portfolio Summary, November 2019 (xls)
Monthly Taxable Money Market Fund Portfolio Summary, December 2019 (xls)
ICI Classification Definitions
ICI Classification Definitions This page contains information to help members, the media, analysts...