Statistical data on trends in U.S. mutual fund activity classified by investment objective.
~$30,000/yr est.
weekly, monthly, quarterly
1
1
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Recently enriched
Complete
75%
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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$30,000/yr est.
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ici research perspective
About half of US households owning mutual funds had incomes less than $100,000, and 62 percent were headed by individuals between the ages of 35 and 64 in 2018.
401(k) Plan Asset Allocation, Account Balances, and Loan ...
by S Holden · 2022 · Cited by 68 — The report is divided into three sections: the first presents a snapshot of participant account balances at year-end 2020; the second looks at ...
Research Perspective: Trends in the Expenses and Fees of ...
by E Gallagher · 2013 · Cited by 1 — This study examines recent trends in the expenses and fees of mutual funds. Expense ratios of equity, bond, and hybrid funds declined in 2012 ...
Expected fields and columns in this data product
ICI Mutual Fund Activity Data is an alternative data product offered by Investment Company Institute, available on discovery. Data is updated weekly, monthly, quarterly. API access is available for programmatic integration. Vedex estimates pricing at roughly $30,000/yr (an estimate, not a vendor-published price).
Statistical data on trends in U.S. mutual fund activity classified by investment objective.
Investment Company Institute is a nonprofit vendor based in Washington, District of Columbia. The Investment Company Institute (ICI) is the leading global association of regulated investment funds, including mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trus...