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2024 Investment Company Fact Book (pdf)

Since 1960, the Fact Book, a compendium of the research and analysis conducted by the Institute over the previous year, has served as the most comprehensive source of facts and data about the investment fund industry in the United States.

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