Date: December 20, 2023 Summary of Recent ICI Research on First-Mover Advantage, Dilution, and Systemic Risk in Open-End Funds (pdf)
Date: October 31, 2023 Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2023 (xlsx)
Date: October 25, 2023 Changes in 401(k) Plan Asset Allocation Among Consistent Participants, 2016–2020 (pdf)
Date: October 9, 2023 IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)