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Research

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

Fact Book

Japanese Translation – 2024 Investment Company Fact Book: Quick Facts Guide (pdf)

Research

Ten Important Facts About IRAs (pdf)

Fact Book

2024 Investment Company Fact Book (pdf)

Perspective

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

Perspective

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

News Release

Investment Company Institute Announces Inaugural Research Summer Workshop

February 13, 2024—ICI announced its Inaugural Research Summer Workshop on Regulated Funds and Retail...

Research

12b-1 Fees
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Fundamentals for Newer Directors
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Households Saving for College
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Long-Term Mutual Fund Asset Composition
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Minute with ICI
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US Households' Views on Retirement Savings
US Taxation of Mutual Funds and Shareholders
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Video Interviews
Weekly Estimated Flow Reports
Worldwide Release

Resources

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

Japanese Translation – 2024 Investment Company Fact Book: Quick Facts Guide (pdf)

Ten Important Facts About IRAs (pdf)

2024 Investment Company Fact Book (pdf)

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

Investment Company Institute Announces Inaugural Research Summer Workshop

American Views on Defined Contribution Plan Saving, 2023 (pdf)