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60th edition 20 FACT BOOK INVESTMENT COMPANY 202020

Median number of mutual funds owned 4 US retirement market Total retirement market assets $32.3 trillion Percentage of households with tax-advantaged retirement savings 63% IRA and DC plan assets invested in mutual funds $9.9 trillion *Regulated open-end funds include mutual funds, exchange-traded funds (ETFs), and institutional funds.

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Transcription of 60th edition 20 FACT BOOK INVESTMENT COMPANY 202020

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