Resources

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Research

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

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Fact Book

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

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Fact Book

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

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Research

Ten Important Facts About IRAs (pdf)

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Fact Book

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

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Research

The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (pdf)

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Research

Supplemental Tables: The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020 (xlsx)

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Fact Book

2024 Investment Company Fact Book (pdf)

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Perspective

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

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