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Focus on Funds: ICI Expands Its Work on Exchange-Traded Funds

Focus on Funds ICI Expands Its Work on Exchange-Traded Funds In the October 31, 2014, edition of Focus on Funds, ICI’s top experts on ETFs outline the findings from their first joint research paper, and preview what’s next in the series. Transcript Stephanie Ortbals-Tibbs, ICI...
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Target Date Funds: FAQs

Target date funds, which are also called lifecycle funds, are designed to offer a convenient way to invest for a person expecting to retire around a particular date. A target date fund pursues a long-term investment strategy, using a mix of asset classes (or asset allocation) that the...
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Focus on Funds: IMF Paper Raises Concerns

Focus on Funds IMF Paper Raises Concerns In the October 24, 2014, edition of Focus on Funds, Sean Collins, ICI’s senior director of industry and financial analysis, outlines the concerns raised by the International Monetary Fund’s Global Financial Stability Report. Transcript...
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Target Date Funds: FAQs

What are target date or lifecycle funds? Target date funds, which are also called lifecycle funds, are designed to offer a convenient way to invest for a person expecting to retire around a particular date. A target date fund pursues a long-term investment strategy, using a mix of...

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