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Defined Contribution Plan Participants’ Activities, First Half 2018 (pdf)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018 (pdf)

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Perspective

Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018...

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Perspective

Characteristics of Mutual Fund Investors, 2018 (pdf)

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Perspective

Supplemental Tables: Characteristics of Mutual Fund Investors, 2018 (xls)

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Perspective

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances...

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Mutual Fund Investors’ Views on Shareholder Reports: Reactions to a Summary Shareholder Report Proto...

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The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016 (pdf)

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The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf)