ICI Viewpoints The Wealth-Building Power of 401 (k) Plans The 401 (k) plan continues to offer workers across all income levels a disciplined way to save and invest, helping them build …

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Please visit our classification definitions page for detailed information on ICI’s classifications for closed-end funds, exchange-traded funds, and mutual funds.

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Nov 19, 2025 · 2 ICI classifies mutual funds and ETFs based on language in the fund prospectus. For a detailed description of ICI classifications, please see ICI Open-End Investment Objective …

Mission ICI’s Mission To strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Building a strong foundation for the …

About ICI The Investment Company Institute (ICI) provides essential data and insights to strengthen the asset management industry and support informed decisions.

ICI is the primary source of analysis and statistical information on the investment company industry. In addition to the annual Investment Company Fact Book, the Institute’s Research …

Mar 12, 2025 · This approach will help investors to maximize their long-term financial security. ICI research estimates that households hold about $7 trillion of long-term mutual fund assets in …

Nov 19, 2025 · Notes: Weekly cash flows are estimated, while actual net new cash flows are collected on a monthly basis and are reported in ICI’s “Trends in Mutual Fund Investing”; …