Sentences with phrase «ici mutual fund assets»
Therefore, if we summarize the Federal Reserve Z. 1 assets data and the ICI mutual fund assets data for 2004, about 27 % of assets were in cash and equivalents, 19 % were in bonds and fixed income assets, and 54 % were in stock and equity assets.
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ICI states that 90 % of equity mutual fund assets in private - sector IRAs are in funds that charge less than 100 basis points in operating expenses — and that private - sector IRAs offer more investment choices than the state - run plan contemplates.
Most mutual funds are bought for retirement Defined contribution plans (like the ubiquitous 401 (k) plans) owned $ 5.9 trillion of assets at the end of 2013, according to the ICI.
Additional ICI data shows that the average mutual fund fees as a percentage of assets for 401 (k) participants has declined from 0.77 % in 2000 to 0.48 % in 2016.
The Investment Company Institute (ICI) reports that ETF assets rose 8 % over the past year ending June 30, 2012, while assets in mutual funds rose just 1.7 %.
Measured at the end of the first quarter 2009, the ICI reported total US domiciled mutual fund assets of $ 9.2 trillion dollars or very close to 50 % of the $ 18.2 trillion dollars in mutual fund assets held by investors across the globe.
The ICI reported that, at the end of November 2007, U.S. domiciled mutual fund assets totaled $ 12.1 trillion, which is about a 60 % increase over total assets in mid - 2004.4
6 The ICI reported total US domiciled mutual fund assets of $ 10.6 trillion dollars representing an increase in total mutual fund asset values for about $ 1.4 trillion in that six month period.