Comment Letter Joint Comment Letter to the SEC on Recordkeeping Requirements for Investment Advisers May 1, 2026
ICI Viewpoints At ICI Summit, Hassett Details New Trump Executive Order Expanding Retirement Saving May 1, 2026
ICI Viewpoints Where the Industry Meets the Moment: What’s Ahead at ICI’s 2026 Leadership Summit April 28, 2026
ICI Viewpoints At ICI Summit, Hassett Details New Trump Executive Order Expanding Retirement Saving May 1, 2026
Comment Letter Joint Comment Letter to the SEC on Recordkeeping Requirements for Investment Advisers May 1, 2026
ICI Viewpoints At ICI Summit, Hassett Details New Trump Executive Order Expanding Retirement Saving May 1, 2026
ICI Viewpoints Where the Industry Meets the Moment: What’s Ahead at ICI’s 2026 Leadership Summit April 28, 2026
ICI Viewpoints At ICI Summit, Hassett Details New Trump Executive Order Expanding Retirement Saving May 1, 2026
Breadcrumb HOME RESEARCH MUTUAL FUNDS MUTUAL FUND OWNERSHIP Mutual Fund Ownership Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026 Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026 Research Profile of Mutual Fund Shareholders, 2025 (pdf) November 21, 2025 Research Supplemental Tables: Profile of Mutual Fund Shareholders, 2025 (xlsx) November 21, 2025 Perspective Characteristics of Mutual Fund Investors, 2025 (pdf) November 11, 2025 Perspective Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx) November 11, 2025 Perspective Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf) November 11, 2025 Perspective Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx) November 11, 2025 More on Mutual Fund Ownership Tags Fund Ownership
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2023 (xlsx) March 31, 2026
Research Supplemental Tables: The IRA Investor Profile: Traditional IRA Investors’ Activity, 2022 (xlsx) March 31, 2026
Perspective Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx) November 11, 2025
Perspective Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx) November 11, 2025
