Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
Apr 20 ICI Webinar Overview of the CRI Financial Services AI Risk Management Framework Virtual● 10:00am - 11:00am (EDT)
Comment Letter ICI Response to the Australian Treasury's Consultation on Sustainable Investment Product Labelling Regime March 13, 2026
Perspective Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx) April 9, 2026
News Release ICI Statement on the EU Market Integration and Supervision Package (MISP) April 14, 2026
Apr 20 ICI Webinar Overview of the CRI Financial Services AI Risk Management Framework Virtual● 10:00am - 11:00am (EDT)
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
