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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market, with assets totaling $8.7 trillion at year-end 2018. Forty-six percent of this total is held in mutual funds, with IRA mutual fund investors primarily invested in equity funds. As...
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Video

Who Invests in Mutual Funds and Why?

ICI Explains Who Invests in Mutual Funds and Why? Mutual fund ownership has gone mainstream. About 100 million Americans—or 45 percent of US households—invest in mutual funds, which are a great way for investors to achieve their financial goals. In this short video, ICI Economist Dan...

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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