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ICI Viewpoints

2021 Investment Company Fact Book: Letter from the Chief Economist

A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st...

Perspective

The Closed-End Fund Market, 2020 (pdf)

Perspective

Supplemental Tables: The Closed-End Fund Market, 2020 (xls)

Perspective

What US Households Consider When They Select Mutual Funds, 2020 (pdf)

News Release

Investors Carefully Consider Fees and Expenses When Selecting Mutual Funds

The vast majority of mutual fund investors consider fees and expenses when selecting a fund.

Video

Mutual Fund Investors Are Steadfast

Investors in long-term mutual funds have never been quick to redeem their holdings, even in periods...

Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)

Research

Defined Contribution Plan Participants’ Activities, 2020 (pdf)

Research

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Minute with ICI
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US Households' Views on Retirement Savings
US Taxation of Mutual Funds and Shareholders
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Weekly Estimated Flow Reports
Worldwide Release

Resources

2021 Investment Company Fact Book: Letter from the Chief Economist

The Closed-End Fund Market, 2020 (pdf)

Supplemental Tables: The Closed-End Fund Market, 2020 (xls)

What US Households Consider When They Select Mutual Funds, 2020 (pdf)

Investors Carefully Consider Fees and Expenses When Selecting Mutual Funds

Mutual Fund Investors Are Steadfast

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2018 (pdf)

Defined Contribution Plan Participants’ Activities, 2020 (pdf)

American Views on Defined Contribution Plan Saving, 2020 (pdf)