Resources

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Perspective

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 200...

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Research

The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2012 (pdf)

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Fact Book

2014 Investment Company Fact Book (pdf)

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Research

Defined Contribution Plan Participants' Activities, 2013 (pdf)

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Perspective

The Closed-End Fund Market, 2013 (pdf)

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Research

Profile of Mutual Fund Shareholders, 2013 (pdf)

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Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2013 (xls)

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Research

Defined Contribution Plan Participants' Activities, First Three Quarters of 2013 (pdf)

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Research

Americans' Views on Defined Contribution Plan Saving (pdf)