Resources

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Research

Profile of Mutual Fund Shareholders, 2007 (pdf)

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Paper

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)

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Perspective

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

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Perspective

Appendix: Additional Data on IRA Ownership in 2007 (pdf)

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Research

Shareholder Sentiment About the Mutual Fund Industry (pdf), December 2007

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Research

Trends in Ownership of Mutual Funds in the United States, 2007 (pdf), November 2007

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Perspective

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2006 (pdf)

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Research

Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf)

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Perspective

Appendix: Additional Information for a 25-Year 401(k) Retrospective (pdf)

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