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ICI Viewpoints

Investing Basics: Saving for Retirement on Your Own

A majority of workers aged 26 to 64 were active participants in a workplace retirement plan in 2017, according to ICI’s most recent tabulation of tax data. But what if you don’t have access to a workplace retirement plan? You still have great options to save for retirement with...
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Comment Letter

ICI Submits Opposition Letter to NJ FTT Proposal (pdf)

By Electronic Delivery August 28, 2020 Assemblyman John F. McKeon 221 Main Street Madison, NJ 07940 RE: OPPOSITION to Financial Transfer Tax Dear Assemblyman McKeon: The Investment Company Institute1—on behalf of shareholders in all funds, including mutual funds, that are registered...

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.

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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

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