Resources

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Research

Profile of Mutual Fund Shareholders, 2011 (pdf)

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Research

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

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2010 (pdf)

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Perspective

The Role of IRAs in U.S. Households' Saving for Retirement, 2011 (pdf)

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Perspective

Appendix: Additional Data on IRA Ownership in 2011 (pdf)

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Research

Defined Contribution Plan Participants' Activities, First Half 2011 (pdf)

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Perspective

Characteristics of Mutual Fund Investors, 2011 (pdf)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2011 (pdf)

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Research

The IRA Investor Profile: Traditional IRA Investors' Asset Allocation, 2007 and 2008 (pdf)