Resources

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Research

Ten Important Facts About IRAs (pdf)

Fact Book

2022 Investment Company Fact Book (pdf)

Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

Perspective

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

Research

American Views on Defined Contribution Plan Saving, 2021 (pdf)

ICI Viewpoints

Jump In for Mutual Fun

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But...

ICI Viewpoints

2021 Investment Company Fact Book: Letter from the Chief Economist

A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st...

Perspective

Supplemental Tables: The Closed-End Fund Market, 2020 (xls)

Perspective

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Resources

Ten Important Facts About IRAs (pdf)

2022 Investment Company Fact Book (pdf)

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

American Views on Defined Contribution Plan Saving, 2021 (pdf)

Jump In for Mutual Fun

2021 Investment Company Fact Book: Letter from the Chief Economist

Supplemental Tables: The Closed-End Fund Market, 2020 (xls)

What US Households Consider When They Select Mutual Funds, 2020 (pdf)