Resources

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Perspective

Appendix: Additional Data on IRA Ownership in 2016 (pdf)

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Defined Contribution Plan Participants’ Activities, First Half 2016 (pdf)

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Characteristics of Mutual Fund Investors, 2016 (pdf)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2016 (pdf)

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Perspective

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Account Balances, 201...

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Research

Defined Contribution Plan Participants’ Activities, First Quarter 2016 (pdf)

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The IRA Investor Profile: Traditional IRA Investors' Activity, 2007–2014 (pdf)

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The IRA Investor Profile: Roth IRA Investors' Activity, 2007–2014 (pdf)

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Defined Contribution Plan Participants' Activities, 2015 (pdf)