The Institute’s Research Department releases regular statistical reports that examine the broader investment company industry as well as specific segments of the market and the worldwide fund market.

For the most recent ICI statistics and an archive of statistical releases, visit the Institute’s website.

Trends in Mutual Fund Investing

A monthly news release describing mutual fund sales, redemptions, assets, cash positions, exchange activity, and portfolio transactions for the period.

Money Market Mutual Fund Assets

A weekly report on retail and institutional money market fund assets.

Closed-End Fund Statistics

A quarterly report on closed-end fund assets and proceeds.

Exchange-Traded Funds

A monthly report that includes assets, number of funds, issuance, and redemptions of ETFs.

Unit Investment Trusts

A monthly report that includes value and number of deposits of new trusts by type and maturity.

Worldwide Mutual Fund Market

A quarterly report that includes assets, number of funds, and net sales of mutual funds in countries worldwide.

ICI Research

ICI is the primary source of analysis and statistical information on the investment company industry. In addition to the annual Investment Company Fact Book, ICI publishes two regular research newsletters, and a variety of research and policy reports that examine the industry, its shareholders, and industry issues.

To obtain printed copies of ICI research, or to subscribe to receive ICI’s regular statistical releases, contact the Institute’s Research Department at 202/326-5913.

Perspective

A series of occasional papers written by Institute staff, leading scholars, and other contributors on public policy issues of importance to investment companies and their shareholders. Includes analyses by Institute staff on a range of topics (e.g., factors influencing accumulations in retirement savings, a history of the Individual Retirement Account, and a study of 401(k) plan asset allocations, account balances, and loan activity). Published several times a year.

Issues of Perspective may be accessed through the Institute’s website.

Fundamentals

A newsletter summarizing the findings of major Institute research projects. Topics include: sources of fund ownership, funds’ use of 12b-1 fees, fund shareholders’ use of the Internet, mutual fund fees and expenses, and shareholder sentiment about the fund industry. This periodical is written by ICI research staff, often based on surveys conducted by the Institute.

Issues of Fundamentals may be accessed through the Institute’s website.

Research Commentary

ICI senior economists author this series of occasional papers that focus on current topics of interest involving mutual funds, often topics receiving media attention. Recent issues of Research Commentary have focused on competition in the fund industry and portfolio turnover.

Issues of Research Commentary may be accessed
through the Institute’s website.

Research reports

Institute research reports provide a detailed examination of shareholder demographics and other aspects of fund ownership.

A full index of research and policy papers may be accessed through the Institute’s website.