Date: October 26, 2021 Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (pdf)
Date: October 26, 2021 Supplemental Tables: Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021 (xls)
Date: October 14, 2021 Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2010–2018 (pdf)
Date: September 9, 2021 Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Participants (pdf)
Date: August 5, 2021 Retirement and Investor Research with Sarah Holden on the Financial Planning Explained Podcast