Chart of Retirement Plans - Excel by erf18734

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									Where Do Shareholders Own Mutual Funds?


Sources for All Mutual Fund Shareholders
(percent of all shareholders, 2004)


Inside and outside defined contribution retirement plans                                31
Outside defined contribution retirement plans only                                      37
Inside defined contribution retirement plans only                                       32


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    Professional financial advisers include full-service brokers, independent financial planners, bank and savings institution representatives, insurance agents, a
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    Other souces include fund companies directly, fund supermarkets, and discount brokers.
Source: Fundamentals, "Ownership of Mutual Funds Through Professional Financial Advisers" (www.ici.org/pdf/fm-v14n3.pdf)
                Sources for Mutual Fund Shareholders
                Owning Outside Retirement Plans
                (percent of shareholders owning funds outside defined
                contribution retirement plans)

                Professional financial advisers only1                                49
                Professional financial advisers and other sources1,2                 33
                Sources other than advisers only2                                    14
                Source unknown                                                        4

, bank and savings institution representatives, insurance agents, and accountants.


ers" (www.ici.org/pdf/fm-v14n3.pdf)

								
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