Resources

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Research

Profile of Mutual Fund Shareholders, 2020 (pdf)

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ICI Viewpoints

2020 Annual Report to Members: Roundtable: The Fund Industry’s Response to COVID-19

For the 2020 Annual Report to Members, three members of ICI’s leadership sat down to share their...
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ICI Viewpoints

2020 Annual Report to Members: A Conversation with Paul Schott Stevens

Paul Schott Stevens, ICI’s longest-serving chief executive, retired at the end of 2020. As he neared...
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ICI Viewpoints

2020 Annual Report to Members: A Letter to ICI’s Membership

2020 will go down in history as a year that none of us can ever forget. It was a year of turmoil...
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Perspective

Characteristics of Mutual Fund Investors, 2020 (pdf)

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Research

Defined Contribution Plan Participants’ Activities, First Three Quarters of 2020 (pdf)

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Perspective

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020 (pdf)

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Perspective

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

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Research

Defined Contribution Plan Participants’ Activities, First Half 2020 (pdf)