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Understanding the Risks of Bond Mutual Funds: Are They Right for Me?

Understanding the Risks of Bond Mutual Funds: Are They Right for Me? I. Are Bond Mutual Funds Right for Me? II. Background on Bond Mutual Funds III. Trends and Statistics About Bond Mutual Fund Investing I. Are Bond Mutual Funds Right for Me? Is bond mutual fund investing right for me...
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Understanding the Risks of Bond Mutual Funds: Are They Right for Me?

I. Are Bond Mutual Funds Right for Me? Is bond mutual fund investing right for me? Bond mutual funds—like all mutual funds—involve investment risk, including the possible loss of principal. A fundamental principle of investing known as the risk/reward tradeoff means that when you make...
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Board Oversight of Target Retirement Date Funds

Target retirement date funds—also called lifecycle funds—are an important innovation in retirement savings. They provide an efficient way for a shareholder to invest in a mix of asset classes through a single fund that both rebalances its asset allocation periodically and becomes more...
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ICI Comments on FBAR Proposed Regulations (pdf)

April 27, 2010 By Electronic Delivery James H. Freis, Jr. Director Financial Crimes Enforcement Network U.S. Department of the Treasury 1500 Pennsylvania Avenue Washington, DC 20220 RE: Proposed Regulations Applying Foreign Bank Account Reporting (RIN 1506- AB08) to Persons Providing...

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

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