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Research

Profile of Mutual Fund Shareholders, 2012 (pdf)

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Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)

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America's Commitment to Retirement Security: Investor Attitudes and Actions, 2013 (pdf)

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401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2011 (pdf)

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The Role of IRAs in U.S. Households' Saving for Retirement, 2012 (pdf)

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Appendix: Additional Data on IRA Ownership in 2012 (pdf)

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Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2012 (pdf)

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Characteristics of Mutual Fund Investors, 2012 (pdf)

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Defined Contribution Plan Participants' Activities, First Half 2012 (pdf)

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