Fact Book
- 2009 Investment Company Fact Book (pdf) Apr 27, 2009
- 2008 Investment Company Fact Book (pdf) May 14, 2008
Equity Owners
Internet Usage
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2008 (pdf), December 2008 Dec 31, 2008
- Ownership of Mutual Funds and Use of the Internet, 2006 (pdf), October 2006 Oct 1, 2006
- Understanding Investor Preferences for Mutual Fund Information (pdf) Aug 25, 2006
- Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf), May 2006 May 18, 2006
- Mutual Fund Shareholders' Use of the Internet (pdf) Feb 14, 2006
Shareholder Demographics
- Characteristics of Mutual Fund Investors, 2008 (pdf), February 2009 Feb 27, 2009
- Profile of Mutual Fund Shareholders, 2008 (pdf) Feb 27, 2009
- Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2008 (pdf), December 2008 Dec 31, 2008
- Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf) Sep 23, 2008
- Characteristics of Mutual Fund Investors, 2007 (pdf), April 2008 Apr 30, 2008
- Profile of Mutual Fund Shareholders (pdf), April 2008 Apr 24, 2008
- Shareholder Sentiment About the Mutual Fund Industry (pdf), December 2007 Dec 17, 2007
- Trends in Ownership of Mutual Funds in the United States, 2007 (pdf), November 2007 Nov 13, 2007
- Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf), May 2007 May 1, 2007
- Shareholder Sentiment About the Mutual Fund Industry, 2006 (pdf), December 2006 Dec 13, 2006
- Ownership of Mutual Funds and Use of the Internet, 2006 (pdf), October 2006 Oct 1, 2006
- Understanding Investor Preferences for Mutual Fund Information (pdf) Aug 25, 2006
- Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf), May 2006 May 18, 2006
- Piecing Together Shareholder Perceptions of Investment Risk (pdf), April 1993 Apr 1, 1993
