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OVERVIEW OF REGISTERED INVESTMENT COMPANIES
RECENT MUTUAL FUND TRENDS
January 1990February 2005
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bank bond funds capital gain Cash Flow CDSL closed-end funds Components contribution retirement plans Data for funds defined contribution plans defined contribution retirement education savings employer-sponsored retirement plans Equity Funds Exchange Exchange-Traded Funds fees and expenses financial assets fund companies fund ownership fund sponsors fund supermarkets fund's Funds by Type funds that invest funds were excluded hybrid funds income individual Individual Retirement Account INFO institutional investors interest rates investment adviser Investment Company Institute Investor demand IRA households JB9A load funds Long-Term Mutual Funds median money market funds Money Market Mutual mutual fund assets Mutual Fund Industry mutual fund shareholders mutual fund shares Number of Funds papnpxa portfolio retirement plans Roth IRA sales load saving for college savings plans securities shareholder accounts short-term sndfu Sources spun9 spunj stock funds TABLE tax-deferred tax-exempt Total Net Assets trillion turnover rate U.S. households U.S. Mutual Fund unit investment trusts year-end