Home Research & Statistics 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
- Revised: The Role of IRAs in U.S. Households' Saving for Retirement, 2008 and Appendix: Additional Data on IRA Ownership in 2008 (pdf) Jan 20, 2010
- Characteristics of Mutual Fund Investors, 2009 (pdf) Dec 3, 2009
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2009 (pdf) Dec 3, 2009
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2008 (pdf) Aug 6, 2009
- Appendix: Additional Data on the U.S. Retirement Market, 2008 (pdf) Jun 8, 2009
- The U.S. Retirement Market, 2008 (pdf) Jun 8, 2009
- The Closed-End Fund Market, 2008 (pdf), May 2009 May 29, 2009
- Trends in the Fees and Expenses of Mutual Funds, 2008 (pdf) Apr 9, 2009
- Characteristics of Mutual Fund Investors, 2008 (pdf) Feb 27, 2009
- The Role of IRAs in U.S. Households' Saving for Retirement, 2008 (pdf) Jan 30, 2009
- IRA Appendix: Additional Data on IRA Ownership in 2008 (pdf) Jan 30, 2009
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2008 (pdf) Dec 31, 2008
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2007 (pdf) Dec 4, 2008
- Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf) Sep 23, 2008
- Appendix: The U.S. Retirement Market, 2007 (pdf) Jul 22, 2008
- The U.S. Retirement Market, 2007 (pdf) Jul 22, 2008
- Characteristics of Mutual Fund Investors, 2007 (pdf) Apr 30, 2008
- The Role of IRAs in U.S. Households' Saving for Retirement (pdf) Jan 28, 2008
- Appendix: Additional Data on IRA Ownership in 2007 (pdf) Jan 27, 2008
- Shareholder Sentiment About the Mutual Fund Industry (pdf), December 2007 Dec 17, 2007
- Trends in Ownership of Mutual Funds in the United States, 2007 (pdf), November 2007 Nov 13, 2007
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2006 (pdf) Sep 20, 2007
- The U.S. Retirement Market, 2006 (pdf) Jul 25, 2007
- Appendix: The U.S. Retirement Market, 2006 (pdf) Jul 24, 2007
- Fees and Expenses of Mutual Funds, 2006 (pdf) Jun 19, 2007
- Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf) May 1, 2007
- Shareholder Sentiment About the Mutual Fund Industry, 2006 (pdf), December 2006 Dec 13, 2006
- The Economics of Providing 401(k) Plans: Services, Fees, and Expenses (pdf) Nov 30, 2006
- Ownership of Mutual Funds and Use of the Internet, 2006 (pdf), October 2006 Oct 1, 2006
- The U.S. Retirement Market, 2005 (pdf) Jul 14, 2006
- Appendix: The U.S. Retirement Market, 2005 (pdf) Jul 13, 2006
- Fees and Expenses of Mutual Funds, 2005 (pdf) Jun 12, 2006
- The Closed-End Fund Market in 2005 (pdf), March 2006 Mar 22, 2006
- Mutual Fund Shareholders' Use of the Internet (pdf) Feb 14, 2006
- The Role of IRAs in Americans' Retirement Preparedness (pdf) Jan 31, 2006
- Appendix: Additional Data on IRA Ownership in 2005 (pdf) Jan 31, 2006
- Shareholder Sentiment About the Mutual Fund Industry, 2005 (pdf) Dec 31, 2005
- Fees and Expenses of Mutual Funds, 2004 (pdf) Nov 2, 2005
- U.S. Household Ownership of Mutual Funds in 2005 (pdf) Oct 31, 2005
- Mutual Funds and the U.S. Retirement Market in 2004 (pdf) Aug 18, 2005
- Appendix: Additional Data on Mutual Funds and the U.S. Retirement Market in 2004 (pdf) Aug 18, 2005
- Ownership of Mutual Funds Through Professional Financial Advisers (pdf) Apr 12, 2005
- How Mutual Funds Use 12b-1 Fees (pdf) Feb 24, 2005
- IRA Ownership in 2004 (pdf) Feb 11, 2005
- Total Shareholder Cost of Mutual Funds, 2003 (pdf) Dec 28, 2004
- Shareholder Sentiment of the Mutual Fund Industry (pdf) Oct 29, 2004
- U.S. Household Ownership of Mutual Funds in 2004 (pdf) Oct 21, 2004
- Mutual Funds and the U.S. Retirement Market in 2003 (pdf) Jun 22, 2004
- The Cost of Buying and Owning Mutual Funds (pdf) Feb 18, 2004
- Institutional Investment Management: A Comparison of Portfolio Management Expenses of Mutual Funds and Defined Benefit Pension Plans (pdf) Nov 4, 2003
- U.S. Household Ownership of Mutual Funds in 2003 (pdf) Oct 30, 2003
- IRA Ownership in 2003 (pdf) Oct 7, 2003
- Performance Fees and Expense Ratios (pdf) Aug 1, 2003
- Mutual Funds and the U.S. Retirement Market in 2002 (pdf) Jun 23, 2003
- U.S. Household Ownership of Mutual Funds in 2002 (pdf) Oct 23, 2002
- Total Shareholder Cost of Mutual Funds: An Update (pdf) Sep 30, 2002
- IRA Ownership in 2002 (pdf) Sep 15, 2002
- Mutual Funds and the U.S. Retirement Market in 2001 (pdf), June 2002 Jun 30, 2002
- U.S. Household Ownership of Closed-End Funds in 2001 (pdf), March 2002 Mar 1, 2002
- U.S. Household Ownership of Mutual Funds in 2001 (pdf), September 2001 Sep 30, 2001
- IRA Ownership in 2001 (pdf), September 2001 Sep 1, 2001
- Mutual Funds and the Retirement Market in 2000 (pdf), June 2001 Jun 1, 2001
- Redemption Activity of Mutual Fund Owners (pdf), March 2001 Mar 1, 2001
- Financial Decisions at Retirement (pdf), November 2000 Nov 1, 2000
- IRA Ownership in 2000 (pdf), October 2000 Oct 1, 2000
- U.S. Household Ownership of Mutual Funds in 2000 (pdf), August 2000 Aug 1, 2000
- Mutual Fund Shareholders' Use of the Internet (pdf), July 2000 Jul 1, 2000
- Mutual Funds and the Retirement Market (pdf), May 2000 May 1, 2000
- Use of Rule 12b-1 Fees by Mutual Funds in 1999 (pdf) Apr 1, 2000
- IRA Ownership in 1999 (pdf), December 1999 Dec 1, 1999
- U.S. Household Ownership of Mutual Funds in 1999 (pdf), October 1999 Oct 1, 1999
- Mutual Funds and the Retirement Market (pdf), July 1999 Jul 1, 1999
- U.S. Household Ownership of Closed-End Funds in 1998 (pdf), April 1999 Apr 1, 1999
- U.S. Household Ownership of Mutual Funds in 1998 (pdf), March 1999 Mar 1, 1999
- IRA Ownership in 1998 (pdf), March 1999 Mar 1, 1999
- Mutual Funds and the Retirement Market (pdf), July 1998 Jul 1, 1998
- U.S. Household Ownership of Mutual Funds in 1997 (pdf), February 1998 Feb 28, 1998
- Characteristics of Shareholders Using Ranking Services (pdf) Oct 1, 1997
- How Mutual Funds Use the Internet (pdf), September 1997 Sep 1, 1997
- Mutual Fund Ownership in the U.S. (pdf), December 1996 Dec 1, 1996
- Mutual Fund Statistics for the Bank Distribution Channel (pdf), November 1996 Nov 1, 1996
- Public Confidence in the Social Security System (pdf), October 1996 Oct 1, 1996
- Shareholders with 401(k) Plans Invested in Mutual Funds (pdf) May 1, 1996
- Shareholders of International and Global Mutual Funds (pdf), March 1996 Mar 1, 1996
- Shareholders of Municipal Bond Mutual Funds (pdf), January 1996 Jan 1, 1996
- Shareholders' Use of Home PCs (pdf), December 1995 Dec 1, 1995
- Institutional Investors and Mutual Funds (pdf), July 1995 Jul 1, 1995
- Households with IRAs (pdf), May 1995 May 1, 1995
- Shareholder Perceptions of Investment Risk (pdf), January 1994 Jan 1, 1994
