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section 1: Overview of U.S.-Registered Investment Companies
Sources of Investment Company Growth in 2006
Number of Investment Companies and Types of Intermediaries
Role of U.S. Investment Companies in Financial Markets
section 2: Recent Mutual Fund Trends
Developments in Mutual Fund Flows
Demand for Long-Term Mutual Funds
Demand for Money Market Mutual Funds
section 3: Exchange-Traded Funds and index mutual funds
Key Differences Between ETFs and Mutual Funds
Demand for ETFs and Index Mutual Funds
Characteristics of Closed-End Fund Investors
Section 5: Mutual Fund Fees and Expenses
Trends in Mutual Fund Fees and Expenses
Shareholder Demand for Lower-Cost Funds
Factors Infuencing Mutual Fund Fees and Expenses
section 6: Characteristics of Mutual Fund Owners
Individual and Household Ownership
Where Individuals Own Mutual Funds
Shareholder Preferences for Fund Information
SECTION 7: The Role of Mutual Funds in Retirement and Education Savings
Individual Retirement Accounts
Mutual Funds' Role in Households' Retirement Savings
Mutual Funds’ Role in Households’ Education Savings
Section 1: U.S. Mutual Fund Totals
Section 2: Closed-End Funds, Exchange-Traded Funds, and Unit Investment Trusts
Section 3: U.S. Long-Term Mutual Funds
Section 4: U.S. Money Market Mutual Funds
Section 5: Additional Categories of U.S. Mutual Funds
Section 6: Institutional Investors in the U.S. Mutual Fund Industry
Section 7: Worldwide Mutual Fund Totals
Appendix A: How mutual Funds and investment companies Operate
The Origins of Pooled Investing
The Different Types of U.S. Investment Companies
The Organization of a Mutual Fund
Fund Entities and Service Providers
Fund Pricing: Net Asset Value and the Pricing Process
Appendix B: ICI Statistical Releases and Research Publications
