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Profile of ETF-Owning Households, 2024 (xlsx)

Research

Profile of Mutual Fund Shareholders, 2024 (pdf)

Research

Supplemental Tables: Profile of Mutual Fund Shareholders, 2024 (xlsx)

News Release

100 Years Later: Mutual Funds Driver of Wealth for Middle-Class Americans

October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7...

ICI Viewpoints

The New Face of Fund Ownership: A Bigger and More Diverse Marketplace

October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors...

Perspective

Characteristics of Mutual Fund Investors, 2024 (pdf)

Perspective

Supplemental Tables: Characteristics of Mutual Fund Investors, 2024 (xlsx)

Perspective

Ownership of Mutual Funds and Shareholder Sentiment, 2024 (pdf)

Perspective

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Resources

Profile of ETF-Owning Households, 2024 (xlsx)

Profile of Mutual Fund Shareholders, 2024 (pdf)

Supplemental Tables: Profile of Mutual Fund Shareholders, 2024 (xlsx)

100 Years Later: Mutual Funds Driver of Wealth for Middle-Class Americans

The New Face of Fund Ownership: A Bigger and More Diverse Marketplace

Characteristics of Mutual Fund Investors, 2024 (pdf)

Supplemental Tables: Characteristics of Mutual Fund Investors, 2024 (xlsx)

Ownership of Mutual Funds and Shareholder Sentiment, 2024 (pdf)

Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2024 (xlsx)