2008 Investment Company Fact Book

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2008 Investment Company Fact Book

一份全面介绍美国mutual fund的，对此有兴趣的可以过来看看。

PART 1: ANALYSIS & STATISTICS
Section 1: Overview of U.S.-Registered Investment Companies . . . . . . . . . . . . . . . . . . . . . . . . . 6
Section 2: Recent Mutual Fund Trends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Section 3: Exchange-Traded Funds and Index Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Section 4: Closed-End Funds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Section 5: Mutual Fund Fees and Expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Section 6: Characteristics of Mutual Fund Owners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Section 7: The Role of Mutual Funds in Retirement and Education Savings. . . . . . . . . . . . . . . . . . 84
PART 2: DATA TABLES
List of Data Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106
Section 1: U.S. Mutual Fund Totals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Section 2: Closed-End Funds, Exchange-Traded Funds, and Unit Investment Trusts . . . . . . . . . . . .120
Section 3: U.S. Long-Term Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Section 4: U.S. Money Market Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143
Section 5: Additional Categories of U.S. Mutual Funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148
Section 6: Institutional Investors in the U.S. Mutual Fund Industry . . . . . . . . . . . . . . . . . . . . . .154
Section 7: Worldwide Mutual Fund Totals . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157
APPENDICES: MORE INFORMATION ON INVESTMENT COMPANIES
Appendix A: How Mutual Funds and Investment Companies Operate . . . . . . . . . . . . . . . . . . . .160
Appendix B: ICI Statistical Releases and Research Publications . . . . . . . . . . . . . . . . . . . . . . . . 172
Glossary of Terms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182

 

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2008 Investment Company Fact Book

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