Resources

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Understanding Shareholders' Use of Information and Advisers (pdf)

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Mutual Fund Shareholders: The People Behind the Growth (pdf)

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The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Summary (pdf)

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The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 1 (pdf)

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The Profile Prospectus: An Assessment by Mutual Fund Shareholders, Volume 2 (pdf)

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Shareholder Assessment of Risk Disclosure Methods (pdf), April 1996

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401(k) Plans: How Plan Sponsors See the Marketplace (pdf)

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Profiles of First-Time Mutual Fund Buyers (pdf)

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Distribution Channels for Mutual Funds: Understanding Shareholder Choices (pdf)