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Back to all Research

Investor Research

Mutual Fund Shareholders' Use of Information

Mutual Fund Shareholders' Use of Information

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

What US Households Consider When They Select Mutual Funds, 2022 (pdf)

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

What US Households Consider When They Select Mutual Funds, 2020 (pdf)

What US Households Consider When They Select Mutual Funds, 2019 (pdf)

What US Households Consider When They Select Mutual Funds, 2018 (pdf)

Mutual Fund Investors’ Views on Shareholder Reports: Reactions to a Summary Shareholder Report Prototype (pdf)

What US Households Consider When They Select Mutual Funds (pdf)

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)

Understanding Investor Preferences for Mutual Fund Information (pdf)

Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf)

Mutual Fund Shareholders' Use of the Internet (pdf)

Shareholder Assessment of Bond Fund Risk Ratings (pdf)

Understanding Shareholders' Use of Information and Advisers (pdf)

The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Summary (pdf)

The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 1 (pdf)

The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 2 (pdf)

Shareholder Assessment of Risk Disclosure Methods (pdf), April 1996

Piecing Together Shareholder Perceptions of Investment Risk (pdf)

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