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Posted on May 14th, 2012
Fundamental economic factors—market demand and supply conditions—provide the most consistent explanation for recent trends in commodity prices, this new study released by the Investment Company Institute finds.
The study,” Commodity Markets and Commodity Mutual Funds”, examined whether increased investment in commodity mutual funds, fueled by investors’ desire to diversify their portfolios, has [...]
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Posted on May 1st, 2012
Investors paid on average lower expense ratios in 2011 than in 2010 for long-term mutual funds, including equity, bond and hybrid funds, according to this annual ICI report on fund fees and expenses. An expense ratio is the fund’s total annual expenses expressed as a percentage of a fund’s net assets. The decline [...]
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Posted on February 2nd, 2012
As U.S. policymakers consider tax policy and how to resolve federal budget deficits, more than eight in 10 U.S. households believe the current tax incentives to encourage retirement saving should be preserved, according to new research released today by the Investment Company Institute (ICI). The research is based on data collected in a [...]
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Posted on December 13th, 2011
This study released by the Investment Company Institute found that across all income groups, retirement income from private-sector employer-sponsored retirement plans is more prevalent among retirees today than in the mid-1970s, when sweeping new retirement plan regulations were enacted.
The study finds that in 2010, 31 percent of retirees received income—either directly [...]
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Posted on November 7th, 2011
ICI’s latest study of 401(k) savers’ actions, based on defined contribution (DC) plan recordkeeper data from nearly 24 million DC plan participant accounts, shows 401(k) savers’ continuing faith in the U.S. retirement system.
The study, Defined Contribution Plan Participants’ Activities, First Half 2011, includes data from January through June 2011. Assets in [...]
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