This report analyzes data on a group of consistent Roth IRA investors — those holding accounts with the same financial services provider at the end of each year from 2007 through 2016 — drawn from The IRA Investor Database to gain insight into how Roth IRA investors fared during and after...

Each year, the Investment Company Institute (ICI) conducts a telephone survey of US households to track households' ownership of mutual funds and to gather information on their demographic and financial characteristics. The most recent survey was conducted from May to July 2018 and was based on...

Each year, the Investment Company Institute (ICI) conducts a telephone survey of US households to track households' ownership of mutual funds and to gather information on their demographic and financial characteristics. The most recent survey was conducted from May to July 2019 and was based on...

This report analyzes data on a group of consistent Roth IRA investors — those holding accounts with the same financial services provider at the end of each year from 2007 through 2014 — drawn from The IRA Investor Database to gain insight into how Roth IRA investors fared during and after...

Each year, the Investment Company Institute (ICI) conducts a telephone survey of US households to track households’ ownership of mutual funds and to gather information on their demographic and financial characteristics. The most recent survey was conducted from May to June 2020 and was based...

Each year, the Investment Company Institute (ICI) conducts a telephone survey of US households to track households’ ownership of mutual funds and to gather information on their demographic and financial characteristics. The most recent survey was conducted from May to June 2020 and was based...

This paper presents survey results on the incidence of IRA ownership in the United States and the activity of IRA-owning households. In mid-2020, 37 percent of US households owned individual retirement accounts (IRAs), most commonly traditional IRAs. More than eight in 10 IRA-owning households...

Each year, the Investment Company Institute (ICI) conducts a telephone survey of US households to track households’ ownership of mutual funds and to gather information on their demographic and financial characteristics. The most recent survey was conducted from May to June 2022 and was fielded...

This paper presents results from the Investment Company Institute’s Annual Mutual Fund Shareholder Tracking Survey, which gathers information on mutual fund–owning households in the United States. In 2021, the survey found that 59.0 million US households, or 45.4 percent, owned mutual funds....