Resources

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Perspective

Ownership of Mutual Funds Through Investment Professionals, 2012 (pdf)

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Research

Ownership of Mutual Funds Through Professional Financial Advisers, 2007 (pdf)

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Paper

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf)

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Research

Why Do Mutual Fund Investors Use Professional Financial Advisers? (pdf)

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Research

Understanding Investor Preferences for Mutual Fund Information (pdf)

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Research

Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf)

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Research

Mutual Fund Shareholders' Use of the Internet (pdf)

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Research

Shareholder Assessment of Bond Fund Risk Ratings (pdf)

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Research

Understanding Shareholders' Use of Information and Advisers (pdf)