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ICI Research Reports

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Research

Profile of Mutual Fund Shareholders, 2018 (pdf)

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Research

The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at ERISA 403(b) Plans, 2015 (pdf...

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Research

Defined Contribution Plan Participants’ Activities, First Half 2018 (pdf)

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Mutual Fund Investors’ Views on Shareholder Reports: Reactions to a Summary Shareholder Report Proto...

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A Close Look at ETF Households (pdf)

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The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016 (pdf)

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The IRA Investor Profile: Traditional IRA Investors’ Activity, 2007–2016 (pdf)

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Defined Contribution Plan Participants’ Activities, First Quarter 2018 (pdf)

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Research

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