https://www.ici.org/ en https://www.ici.org/files/2026/per32-02-data.xlsx <span class="field text-dark field--name-title field--type-string field--label-hidden">Supplemental Tables: 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (xlsx)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">April 9, 2026</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=93561&amp;2=bookmark&amp;3=rss" token="b_YIDYNUm67h3x5w5Ww-lCM3xuH2ZvYFhkB9XB-pjmo"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=93561&amp;1=rss&amp;2=en&amp;3=&amp;4" token="dvQOTh6V0pXpH5kQtFcl0USgVT43Us6LingrjkYJHH8"></drupal-render-placeholder> <div style="display: none"><link rel="preload" 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field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources paragraph--view-mode--default"> <div class="d-flex align-items-center justify-content-between py-3 resource-section column-gap-3"> <h2></h2> <hr class="border border-secondary border-1 opacity-75 heading-line d-none d-lg-block flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ebriici-401k-investor-database" hreflang="en">EBRI/ICI 401(k) Investor Database</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2026-04/per32-02-data.xlsx" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> Thu, 09 Apr 2026 20:17:50 +0000 Dinesh Khanna 93561 at https://www.ici.org https://www.ici.org/files/2026/per30-02.pdf <span class="field text-dark field--name-title field--type-string field--label-hidden">401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (pdf)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">April 9, 2026</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=93556&amp;2=bookmark&amp;3=rss" token="n5mvBeV79GHJR5MU1KIQg9pPqCc0I86Od3-y3jS6Z_Y"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=93556&amp;1=rss&amp;2=en&amp;3=&amp;4" token="fvLqdiIVykMBLg3rDuKk-seSh1GIpCyQbjZQsrw4JQ0"></drupal-render-placeholder> <div style="display: none"><link rel="preload" href="https://www.ici.org/modules/contrib/better_social_sharing_buttons/assets/dist/sprites/social-icons--no-color.svg" as="image" type="image/svg+xml" crossorigin="anonymous"></div> <div class="social-sharing-buttons my-0"> <a href="https://twitter.com/intent/tweet?text=401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2023 (pdf)+https://www.ici.org/files/2026/per30-02.pdf" 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data-bs-content="https://www.ici.org/files/2026/per30-02.pdf" data-bs-trigger="focus"> </a> </div> <div class="node_view"></div> <div class="field field--name-field-access field--type-list-string field--label-hidden field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2026-04-09T18:37:55Z" class="datetime">Thu, 04/09/2026 - 14:37</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="p-4 field field--name-field-supplemental-info field--type-entity-reference-revisions field--label-hidden supplemental-info-box field__items"> <div 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flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/401k" hreflang="en">401(k)</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/401k-plan-asset-allocation" hreflang="en">401(k) Plan Asset Allocation</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/401k-plans" hreflang="en">401(k) Plans</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ebriici-401k-investor-database" hreflang="en">EBRI/ICI 401(k) Investor Database</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-research-perspective" hreflang="en">ICI Research Perspective</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2026-04/per32-02.pdf" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> <div class="field field--name-field-media field--type-entity-reference field--label-hidden field__item"><div class="media media--type-image media--view-mode-default"> <div class="field field--name-field-media-image field--type-image field--label-visually_hidden"> <div class="field__label visually-hidden">Image</div> <div class="field__item"> <img loading="lazy" src="https://www.ici.org/sites/default/files/styles/large/public/2026-04/ici-web-image-2231674394.png.webp?itok=ErvYXUpT" width="480" height="305" alt="couple at a laptop" class="image-style-large"> </div> </div> <div class="node_view"></div> </div> </div> Thu, 09 Apr 2026 18:37:54 +0000 Dinesh Khanna 93556 at https://www.ici.org https://www.ici.org/files/2026/per32-01-data.xlsx <span class="field text-dark field--name-title field--type-string field--label-hidden">Supplemental Tables: Trends in the Expenses and Fees of Funds, 2025 (xlsx)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">March 24, 2026</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=93221&amp;2=bookmark&amp;3=rss" token="SOYBhwK7m6G74xHeITcl-KEM1AVPr59MBwPmtdcp3iA"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=93221&amp;1=rss&amp;2=en&amp;3=&amp;4" token="tqRTKoOybWTsuC6NFUjC7YLh-oF9yJT3ZXn7s6HWh1E"></drupal-render-placeholder> <div style="display: none"><link rel="preload" href="https://www.ici.org/modules/contrib/better_social_sharing_buttons/assets/dist/sprites/social-icons--no-color.svg" as="image" type="image/svg+xml" crossorigin="anonymous"></div> <div class="social-sharing-buttons my-0"> <a href="https://twitter.com/intent/tweet?text=Supplemental Tables: Trends in the Expenses and Fees of Funds, 2025 (xlsx)+https://www.ici.org/files/2026/per32-01-data.xlsx" target="_blank" title="Share to X" aria-label="Share to X" class="bi bi-twitter-x social-bi nav-link fs-6 bssb-icon" rel="noopener"> 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field--type-list-string field--label-hidden field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2026-03-25T14:31:00Z" class="datetime">Wed, 03/25/2026 - 10:31</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="field field--name-field-hide-detail-page field--type-boolean field--label-hidden field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources 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https://www.ici.org/files/2026/per32-01.pdf <span class="field text-dark field--name-title field--type-string field--label-hidden">Trends in the Expenses and Fees of Funds, 2025 (pdf)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">March 24, 2026</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=93216&amp;2=bookmark&amp;3=rss" token="ErW9bwT8sqkjwOKP-kUEsGSOKGupU_BARkwMLdzQ0h0"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=93216&amp;1=rss&amp;2=en&amp;3=&amp;4" token="sftW9bFHdLjGJ4dY9Vt5a0YykLAUMeo82w2sSHNZhv8"></drupal-render-placeholder> <div style="display: none"><link rel="preload" 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href="https://www.ici.org/topics/industry-research" hreflang="en">Industry Research</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/investor-research" hreflang="en">Investor Research</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2026-03/per32-01.pdf" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> <div class="field field--name-field-media field--type-entity-reference field--label-hidden field__item"><div class="media media--type-image media--view-mode-default"> <div class="field field--name-field-media-image field--type-image field--label-visually_hidden"> <div class="field__label visually-hidden">Image</div> <div class="field__item"> <img loading="lazy" src="https://www.ici.org/sites/default/files/styles/large/public/2026-03/ici-web-image-1500884860.png.webp?itok=T9P0IYts" width="480" height="305" alt="Lady looking at her laptop" class="image-style-large"> </div> </div> <div class="node_view"></div> </div> </div> Tue, 24 Mar 2026 21:37:08 +0000 Dinesh Khanna 93216 at https://www.ici.org https://www.ici.org/files/2025/per31-10-data.xlsx <span class="field text-dark field--name-title field--type-string field--label-hidden">Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2024 (xlsx)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">December 16, 2025</span> <drupal-render-placeholder callback="flag.link_builder:build" 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field--type-list-string field--label-hidden field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2025-12-17T02:57:15Z" class="datetime">Tue, 12/16/2025 - 21:57</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="field field--name-field-hide-detail-page field--type-boolean field--label-hidden field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources paragraph--view-mode--default"> <div class="d-flex align-items-center justify-content-between py-3 resource-section column-gap-3"> <h2></h2> <hr class="border border-secondary border-1 opacity-75 heading-line d-none d-lg-block flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ucits" hreflang="en">UCITS</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/exchangetraded-funds-etfs" hreflang="en">Exchange-Traded Funds (ETFs)</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/fees-and-expenses" hreflang="en">Fees and Expenses</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/global" hreflang="en">Global</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-global" hreflang="en">ICI Global</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-global-research-perspective" hreflang="en">ICI Global Research Perspective</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/retail-investment-strategy-ris" hreflang="en">Retail Investment Strategy (RIS)</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2025-12/per31-10-data.xlsx" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> Wed, 17 Dec 2025 02:57:15 +0000 Dinesh Khanna 92001 at https://www.ici.org https://www.ici.org/files/2025/per31-10.pdf <span class="field text-dark field--name-title field--type-string field--label-hidden">Ongoing Charges for UCITS in the European Union, 2024</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">December 16, 2025</span> <drupal-render-placeholder callback="flag.link_builder:build" 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field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2025-12-18T15:26:00Z" class="datetime">Thu, 12/18/2025 - 10:26</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="p-4 field field--name-field-supplemental-info field--type-entity-reference-revisions field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="field__item 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paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ucits" hreflang="en">UCITS</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/fees-and-expenses" hreflang="en">Fees and Expenses</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/european-union" hreflang="en">European Union</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/exchangetraded-funds-etfs" hreflang="en">Exchange-Traded Funds (ETFs)</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/global" hreflang="en">Global</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-global" hreflang="en">ICI Global</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2025-12/per31-10.pdf" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> <div class="field field--name-field-media field--type-entity-reference field--label-hidden field__item"><div class="media media--type-image media--view-mode-default"> <div class="field field--name-field-media-image field--type-image field--label-visually_hidden"> <div class="field__label visually-hidden">Image</div> <div class="field__item"> <img loading="lazy" src="https://www.ici.org/sites/default/files/styles/large/public/2025-12/ici-web-photo-2233330649.png.webp?itok=gbY05kzW" width="480" height="305" alt="A couple reviewing documents" class="image-style-large"> </div> </div> <div class="node_view"></div> </div> </div> Tue, 16 Dec 2025 20:40:06 +0000 Dinesh Khanna 91996 at https://www.ici.org https://www.ici.org/files/2025/per31-09.pdf <span class="field text-dark field--name-title field--type-string field--label-hidden">Characteristics of Mutual Fund Investors, 2025 (pdf)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">November 11, 2025</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=91536&amp;2=bookmark&amp;3=rss" token="TetMMz2DABfu7Frd53pDVmkFNmr9AcfIyFrLsAQaKk4"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=91536&amp;1=rss&amp;2=en&amp;3=&amp;4" token="9qZm_pvZjLUortIMqemtL1Gb9CqgbJS4uXPNqqgCp34"></drupal-render-placeholder> <div style="display: none"><link rel="preload" href="https://www.ici.org/modules/contrib/better_social_sharing_buttons/assets/dist/sprites/social-icons--no-color.svg" as="image" type="image/svg+xml" crossorigin="anonymous"></div> <div class="social-sharing-buttons my-0"> <a href="https://twitter.com/intent/tweet?text=Characteristics of Mutual Fund Investors, 2025 (pdf)+https://www.ici.org/files/2025/per31-09.pdf" target="_blank" title="Share to X" aria-label="Share to X" class="bi bi-twitter-x social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a 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field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2025-11-12T03:57:10Z" class="datetime">Tue, 11/11/2025 - 22:57</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="field field--name-field-hide-detail-page field--type-boolean field--label-hidden field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources paragraph--view-mode--default"> <div class="d-flex align-items-center justify-content-between py-3 resource-section column-gap-3"> <h2></h2> <hr class="border border-secondary border-1 opacity-75 heading-line d-none d-lg-block flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/fund-ownership" hreflang="en">Fund Ownership</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-research-perspective" hreflang="en">ICI Research Perspective</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2025-11/per31-09.pdf" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> Wed, 12 Nov 2025 03:57:10 +0000 Dinesh Khanna 91536 at https://www.ici.org https://www.ici.org/files/2025/per31-09-data.xlsx <span class="field text-dark field--name-title field--type-string field--label-hidden">Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">November 11, 2025</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=91531&amp;2=bookmark&amp;3=rss" token="81ZWaLgklhuFz_Ld3LN27IMEXVL-iH1lOmDrS2X42aA"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=91531&amp;1=rss&amp;2=en&amp;3=&amp;4" token="FK7xKS1xi2MM1xy6RHGvm0kQgO_c6v3muHQpr3W--H4"></drupal-render-placeholder> <div style="display: none"><link rel="preload" href="https://www.ici.org/modules/contrib/better_social_sharing_buttons/assets/dist/sprites/social-icons--no-color.svg" as="image" type="image/svg+xml" crossorigin="anonymous"></div> <div class="social-sharing-buttons my-0"> <a href="https://twitter.com/intent/tweet?text=Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx)+https://www.ici.org/files/2025/per31-09-data.xlsx" target="_blank" title="Share to X" aria-label="Share to X" class="bi bi-twitter-x social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a href="https://www.linkedin.com/sharing/share-offsite/?url=https://www.ici.org/files/2025/per31-09-data.xlsx" target="_blank" title="Share to Linkedin" aria-label="Share to Linkedin" class="bi bi-linkedin social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a href="mailto:?subject=Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx)&amp;body=https://www.ici.org/files/2025/per31-09-data.xlsx" title="Share to Email" aria-label="Share to Email" class="bi bi-envelope-fill social-bi nav-link fs-6 bssb-icon" target="_blank" rel="noopener"> </a> <a tabindex="0" href="#" class="bi bi-link-45deg social-bi nav-link fs-6 bssb-icon bssb-icon-copy" role="button" title="Copied to Clipboard!" aria-label="Copy link" data-bs-container="body" data-bs-toggle="popover" data-bs-placement="top" data-bs-content="https://www.ici.org/files/2025/per31-09-data.xlsx" data-bs-trigger="focus"> </a> </div> <div class="node_view"></div> <div class="field field--name-field-access field--type-list-string field--label-hidden field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2025-11-12T03:49:35Z" class="datetime">Tue, 11/11/2025 - 22:49</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="field field--name-field-hide-detail-page field--type-boolean field--label-hidden field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources paragraph--view-mode--default"> <div class="d-flex align-items-center justify-content-between py-3 resource-section column-gap-3"> <h2></h2> <hr class="border border-secondary border-1 opacity-75 heading-line d-none d-lg-block flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/fund-ownership" hreflang="en">Fund Ownership</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-research-perspective" hreflang="en">ICI Research Perspective</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2025-11/per31-09-data.xlsx" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> Wed, 12 Nov 2025 03:49:35 +0000 Dinesh Khanna 91531 at https://www.ici.org https://www.ici.org/files/2025/per31-08.pdf <span class="field text-dark field--name-title field--type-string field--label-hidden">Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">November 11, 2025</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=91526&amp;2=bookmark&amp;3=rss" token="r1qhZSRvk4R4CVXhYaKg_yswNL4pKfJFeCee6pp3m4w"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=91526&amp;1=rss&amp;2=en&amp;3=&amp;4" token="0_Gsc3jB9deZgA0gnYrsCmLRZwEpAz1Sq4TKkpq2KSo"></drupal-render-placeholder> <div style="display: none"><link rel="preload" href="https://www.ici.org/modules/contrib/better_social_sharing_buttons/assets/dist/sprites/social-icons--no-color.svg" as="image" type="image/svg+xml" crossorigin="anonymous"></div> <div class="social-sharing-buttons my-0"> <a href="https://twitter.com/intent/tweet?text=Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)+https://www.ici.org/files/2025/per31-08.pdf" target="_blank" title="Share to X" aria-label="Share to X" class="bi bi-twitter-x social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a href="https://www.linkedin.com/sharing/share-offsite/?url=https://www.ici.org/files/2025/per31-08.pdf" target="_blank" title="Share to Linkedin" aria-label="Share to Linkedin" class="bi bi-linkedin social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a href="mailto:?subject=Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)&amp;body=https://www.ici.org/files/2025/per31-08.pdf" title="Share to Email" aria-label="Share to Email" class="bi bi-envelope-fill social-bi nav-link fs-6 bssb-icon" target="_blank" rel="noopener"> </a> <a tabindex="0" href="#" class="bi bi-link-45deg social-bi nav-link fs-6 bssb-icon bssb-icon-copy" role="button" title="Copied to Clipboard!" aria-label="Copy link" data-bs-container="body" data-bs-toggle="popover" data-bs-placement="top" data-bs-content="https://www.ici.org/files/2025/per31-08.pdf" data-bs-trigger="focus"> </a> </div> <div class="node_view"></div> <div class="field field--name-field-access field--type-list-string field--label-hidden field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2025-11-12T03:38:15Z" class="datetime">Tue, 11/11/2025 - 22:38</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="field field--name-field-hide-detail-page field--type-boolean field--label-hidden field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources paragraph--view-mode--default"> <div class="d-flex align-items-center justify-content-between py-3 resource-section column-gap-3"> <h2></h2> <hr class="border border-secondary border-1 opacity-75 heading-line d-none d-lg-block flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/fund-ownership" hreflang="en">Fund Ownership</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/ici-research-perspective" hreflang="en">ICI Research Perspective</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2025-11/per31-08.pdf" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> <div class="field field--name-field-media field--type-entity-reference field--label-hidden field__item"><div class="media media--type-image media--view-mode-default"> <div class="field field--name-field-media-image field--type-image field--label-visually_hidden"> <div class="field__label visually-hidden">Image</div> <div class="field__item"> <img loading="lazy" src="https://www.ici.org/sites/default/files/styles/large/public/2025-11/25ici-web-photo-2172319111.png.webp?itok=vQMz16bS" width="480" height="305" alt="Family talking around the kitchen counter" class="image-style-large"> </div> </div> <div class="node_view"></div> </div> </div> Wed, 12 Nov 2025 03:38:15 +0000 Dinesh Khanna 91526 at https://www.ici.org https://www.ici.org/files/2025/per31-08-data.xlsx <span class="field text-dark field--name-title field--type-string field--label-hidden">Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx)</span> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Dinesh Khanna</span></span> <span class="pt-2 pt-lg-4 field field--name-created field--type-created field--label-hidden">November 11, 2025</span> <drupal-render-placeholder callback="flag.link_builder:build" arguments="0=node&amp;1=91516&amp;2=bookmark&amp;3=rss" token="uPu9t2MbKJzUAiKDZSTOgbfnEJHuTGCY0I-3H48MAsE"></drupal-render-placeholder><drupal-render-placeholder callback="Drupal\node\NodeViewBuilder::renderLinks" arguments="0=91516&amp;1=rss&amp;2=en&amp;3=&amp;4" token="p5YjL3_ZdMuWl4Pdi2kLMszYvwlqUO1J0T3sWlZBoFE"></drupal-render-placeholder> <div style="display: none"><link rel="preload" href="https://www.ici.org/modules/contrib/better_social_sharing_buttons/assets/dist/sprites/social-icons--no-color.svg" as="image" type="image/svg+xml" crossorigin="anonymous"></div> <div class="social-sharing-buttons my-0"> <a href="https://twitter.com/intent/tweet?text=Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx)+https://www.ici.org/files/2025/per31-08-data.xlsx" target="_blank" title="Share to X" aria-label="Share to X" class="bi bi-twitter-x social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a href="https://www.linkedin.com/sharing/share-offsite/?url=https://www.ici.org/files/2025/per31-08-data.xlsx" target="_blank" title="Share to Linkedin" aria-label="Share to Linkedin" class="bi bi-linkedin social-bi nav-link fs-6 bssb-icon" rel="noopener"> </a> <a href="mailto:?subject=Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx)&amp;body=https://www.ici.org/files/2025/per31-08-data.xlsx" title="Share to Email" aria-label="Share to Email" class="bi bi-envelope-fill social-bi nav-link fs-6 bssb-icon" target="_blank" rel="noopener"> </a> <a tabindex="0" href="#" class="bi bi-link-45deg social-bi nav-link fs-6 bssb-icon bssb-icon-copy" role="button" title="Copied to Clipboard!" aria-label="Copy link" data-bs-container="body" data-bs-toggle="popover" data-bs-placement="top" data-bs-content="https://www.ici.org/files/2025/per31-08-data.xlsx" data-bs-trigger="focus"> </a> </div> <div class="node_view"></div> <div class="field field--name-field-access field--type-list-string field--label-hidden field__item">Public</div> <div class="pb-3 py-lg-3 field field--name-field-date field--type-datetime field--label-hidden field__item"><time datetime="2025-11-12T03:04:31Z" class="datetime">Tue, 11/11/2025 - 22:04</time> </div> <div class="field field--name-field-custom-content field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--section paragraph--view-mode--default bg-transparent position-relative"> <div class="container-xxl"> <div class=" section-styling"> <div class="node_view"></div> </div> </div> </div> </div> </div> <div class="field field--name-field-hide-detail-page field--type-boolean field--label-hidden field__item">On</div> <div class="field field--name-field-related-resources field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="pb-5 paragraph paragraph--type--resources paragraph--view-mode--default"> <div class="d-flex align-items-center justify-content-between py-3 resource-section column-gap-3"> <h2></h2> <hr class="border border-secondary border-1 opacity-75 heading-line d-none d-lg-block flex-grow-1"> </div> </div> </div> </div> <div class="field field--name-field-links-to-others field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--link-box paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="category d-flex flex-wrap field field--name-field-topics field--type-entity-reference field--label-hidden field__items"> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/fund-ownership" hreflang="en">Fund Ownership</a></div> <div class="field__item rounded-pill bg-dark bg-opacity-10 px-4 py-3 me-3 mb-3"><a href="https://www.ici.org/topics/investor-research" hreflang="en">Investor Research</a></div> </div> <div class="resource-tag pt-3 pb-2 pt-lg-0 field field--name-field-resource-format field--type-entity-reference field--label-hidden field__item"><a href="https://www.ici.org/resource-formats/perspective" hreflang="en">Perspective</a></div> <div class="p-4 field field--name-field-resource-asset field--type-entity-reference field--label-hidden supplemental-info-box field__items"> <div class="supplemental-info"> <div class="fw-bold text-dark fs-4"> Supplemental Info </div> <div class="py-3"> All data and visuals for this document are available for download. </div> </div> <div class="custom-downloads"> <div class="pb-3 supplemental-links fw-semibold"> <a href="https://www.ici.org/system/files/2025-11/per31-08-data.xlsx" class="link-offset-2 link-offset-3-hover link-underline-primary link-underline-opacity-0 link-underline-opacity-75-hover text-primary">Download Resource<i class="ps-2 bi bi-download"></i></a> </div> </div> </div> <div class="field field--name-field-search-api-exclude field--type-search-api-exclude-entity field--label-hidden field__item">No</div> <div class="field field--name-field-p-header field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="paragraph paragraph--type--basic-banner paragraph--view-mode--default"> <div class="node_view"></div> </div> </div> </div> <div class="field field--name-field-legacy-content field--type-boolean field--label-hidden field__item">No</div> Wed, 12 Nov 2025 03:04:31 +0000 Dinesh Khanna 91516 at https://www.ici.org