Retirement Research Content

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market; forty-five percent of this total is held in mutual funds. Last year, IRA mutual fund investors paid average expense ratios similar to those paid by all mutual fund investors (i.e...

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But that’s all right, because investors associate funds with something more important—achieving their financial goals. Mutual funds offer diversified, cost-effective investment management...

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...

Learn how to make the most of your retirement savings plan and what other investors are doing when it comes to mutual funds and exchange-traded funds. Host Elizabeth Hamilton Guarino speaks with ICI's Sarah Holden and Shelly Antoniewicz. Listen Now More information ICI Statistical...

With $12.2 trillion in assets, individual retirement accounts (IRAs) represent more than one-third of total US retirement market assets and more than one-tenth of all US household financial assets.

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