Mutual Fund Ownership

Profile of Mutual Fund Shareholders, 2025 (pdf)

November 21, 2025

Supplemental Tables: Profile of Mutual Fund Shareholders, 2025 (xlsx)

November 21, 2025

Characteristics of Mutual Fund Investors, 2025 (pdf)

November 11, 2025

Supplemental Tables: Characteristics of Mutual Fund Investors, 2025 (xlsx)

November 11, 2025

Family talking around the kitchen counter

Ownership of Mutual Funds and Shareholder Sentiment, 2025 (pdf)

November 11, 2025

Supplemental Tables: Ownership of Mutual Funds and Shareholder Sentiment, 2025 (xlsx)

November 11, 2025

What US Households Consider When They Select Mutual Funds, 2024 (pdf)

April 9, 2025

Profile of Mutual Fund Shareholders, 2024 (pdf)

December 30, 2024

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