Resources

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Fact Book

2013 Investment Company Fact Book (pdf)

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Research

Defined Contribution Plan Participants' Activities, 2012 (pdf)

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Research

Profile of Mutual Fund Shareholders, 2012 (pdf)

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Perspective

Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)

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Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2012 (xls)

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Research

America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf)

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)

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Perspective

The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf)

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Perspective

Appendix: Additional Data on IRA Ownership in 2012 (pdf)