Investor Research Content

A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st edition of the Investment Company Fact Book. 2020. What a year. I’m writing this letter sitting in my basement, which has served as my office this past year. It’s March 15, 2021, almost...

In 2020, more than nine in 10 mutual fund–owning households considered a fund’s investment objective.

The vast majority of mutual fund investors consider fees and expenses when selecting a fund.

Investors in long-term mutual funds have never been quick to redeem their holdings, even in periods of market stress. This continued to be true in March 2020 during the COVID-19 market turmoil. Ultimately, long-term mutual fund investors know that taking this course will help them...

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