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Letter from the Chief Economist

ICI Research Staff and Publications

Chapter 1: Overview of U.S.-Registered Investment Companies

Chapter 2: Recent Mutual Fund Trends

Chapter 3: Exchange-Traded Funds

Chapter 4: Closed-End Funds

Chapter 5: Mutual Fund Expenses and Fees

Chapter 6: Characteristics of Mutual Fund Owners

Chapter 7: Retirement and Education Savings

Data Tables

Appendix A: How U.S.-Registered Investment Companies Operate and the
Core Principles Underlying Their Regulation

Appendix B: Significant Events in Fund History