Resources

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Perspective

The Closed-End Fund Market, 2008 (pdf), May 2009

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Perspective

Characteristics of Mutual Fund Investors, 2008 (pdf)

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Research

Profile of Mutual Fund Shareholders, 2008 (pdf)

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Perspective

IRA Appendix: Additional Data on IRA Ownership in 2008 (pdf)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2008 (pdf)

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Research

Retirement Saving in Wake of Financial Market Volatility (pdf)

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401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2007 (pdf)

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Research

Equity and Bond Ownership in America, 2008 (pdf)

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Research

Appendices: Additional Figures for Equity and Bond Ownership in America, 2008 (pdf)