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FAQ

401(k) Plan Research: FAQs

Frequently Asked Questions About 401(k) Plan Research How large are 401(k)s? As of June 30, 2021, 401(k) plans held an estimated $7.3 trillion in assets and represented nearly one-fifth of the $37.2 trillion US retirement market, which includes employer-sponsored retirement plans...
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ICI Viewpoints

Foreign Direct Investment: Striking the Right Balance

In a world that is more interconnected than ever, it is important to fend off foreign threats to strategic industries—but not at the expense of constricting productive foreign investments. It is in every nation’s interest to make the distinction between the two in their foreign direct...
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IDC Update

IDC Update: September 30, 2021

ICI Opposes Wyden Proposal That Would Penalize ETF and Mutual Fund Investors On September 15, Senate Finance Committee Chair Ron Wyden published draft legislation seeking to repeal Section 852(b)(6) of the Internal Revenue Code. That section permits all open-end investment companies...

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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