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U.S. Bond ETFs Resilient on August 24

Some observers have suggested that equity market volatility on August 24, 2015, spilled over into other markets and products, in particular to bond exchange-traded funds (see, for example, Bank of England Financial Stability Paper, no. 34, October 2015, pages 26 and 27). In our...
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Focus on Funds: Latest Data on Mutual Fund Ownership

Focus on Funds Latest Data on Mutual Fund Ownership The November 20, 2015, edition of Focus on Funds reviews ICI’s newly released annual survey of mutual fund–owning households. Senior Director of Retirement and Investor Research Sarah Holden examines fund investors, their savings...
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Retirement Planning: No Place for Fairy Tales

It is sadly appropriate that Labor Secretary Thomas Perez invokes fairy tales in his Nov. 16 commentary, “A path forward for state retirement plans.” Neither his version of the past nor his program for the future accord with reality.

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