Resources

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Research

Profile of Mutual Fund Shareholders, 2022 (pdf)

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Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2022 (xls)

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Perspective

Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2022 (xls)

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Research

Defined Contribution Plan Participants’ Activities, First Half 2022 (pdf)

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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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Research

Defined Contribution Plan Participants’ Activities, First Quarter 2022 (pdf)

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Fact Book

2022 Investment Company Fact Book (pdf)

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Fact Book

How US-Registered Investment Companies Operate and the Core Principles Underlying Their Regulation (...

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019 (pdf)

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