Research
Stay informed with the most recent data, trends, and analysis from ICI’s Research team, driving the future of investment.

Latest Statistical Publications

ETFs

Funds

Mutual

Funds

Trends

Market Data

Unit

Investment Trusts

View All Statistical Publications
Filter Results By

ICI Research

Showing Results 1315 - 1320 of 6846 Total
ICI Default BG
Resource Document

Glossary of Investing Terms

actively managed fund. A fund that employs a portfolio manager or management team to manage the fund’s investments to try to outperform their benchmarks and peer group average. adviser. See investment adviser. annual report. A report that a fund sends to its shareholders that...

2024 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

Visit the Fact Book Website

Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook

Meet the Research Team