Resources

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Research

American Views on Defined Contribution Plan Saving, 2022 (pdf)

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Research

Ten Important Facts About IRAs (pdf)

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Fact Book

2022 Investment Company Fact Book (pdf)

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Perspective

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

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Perspective

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

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Research

American Views on Defined Contribution Plan Saving, 2021 (pdf)

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ICI Viewpoints

Jump In for Mutual Fun

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But...
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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...
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Perspective

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