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Daniel Schrass

Investment Company Institute

Economist

1401 H Street, NW

Washington, DC 20005

United States

  • Investment Company Institute

SCHOLARLY PAPERS

30

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Rank 41,274

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Top 41,274

in Total Papers Downloads

3,088

TOTAL CITATIONS
Rank 24,425

SSRN RANKINGS

Top 24,425

in Total Papers Citations

41

Scholarly Papers (30)

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1.

The Role of IRAs in US Households’ Saving for Retirement, 2021

ICI Research Perspective, Vol. 28, N0. 1, January 2022
Number of pages: 40 Posted: 13 Mar 2022
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 422 (173,635)
Citation 3

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Retirement, IRAs, asset allocation, investor behavior

2.

The Role of IRAs in US Households’ Saving for Retirement, 2020

Number of pages: 40 Posted: 22 Mar 2021
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 282 (269,245)
Citation 3

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Retirement, IRAs, Asset Allocation, Investor Behavior

3.

Characteristics of Mutual Fund Investors, 2020

Number of pages: 24 Posted: 22 Mar 2021
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 194 (393,598)
Citation 2

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mutual fund ownership, household finance, investor behavior, retirement saving

4.

The Role of IRAs in US Households’ Saving for Retirement, 2019

ICI RESEARCH PERSPECTIVE, DECEMBER 2019 // VOL. 25, NO. 10
Number of pages: 40 Posted: 08 Sep 2020
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 140 (524,371)
Citation 2

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Retirement, IRAs, Asset Allocation, Investor Behavior

5.

American Views on Defined Contribution Plan Saving, 2021

Number of pages: 36 Posted: 04 Apr 2022
Sarah Holden, Daniel Schrass, Michael Bogdan and Jason S. Seligman
Investment Company Institute, Investment Company Institute, Investment Company Institute - Research and The Investment Company Institute
Downloads 139 (534,155)

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retirement saving, defined contribution plans, investment choice

6.

What US Households Consider When They Select Mutual Funds, 2021

Number of pages: 12 Posted: 29 Sep 2022
Sarah Holden, Michael Bogdan and Daniel Schrass
Investment Company Institute, Investment Company Institute - Research and Investment Company Institute
Downloads 127 (580,653)
Citation 1

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Mutual fund ownership, household finance, investor behavior

7.

The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2018

ICI RESEARCH REPORT, NOVEMBER 2021
Number of pages: 96 Posted: 25 Aug 2023
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 120 (596,393)

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IRA, Asset Allocation, Investor Behavior

8.

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2016

ICI Research Report, September 2018
Number of pages: 96 Posted: 11 Jan 2019
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 114 (630,858)
Citation 8

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IRA, Asset Allocation, Investor Behavior

9.

Ownership of Mutual Funds and Shareholder Sentiment, 2022

Number of pages: 24 Posted: 16 Dec 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 100 (704,534)

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Mutual fund ownership, household finance, investor behavior

10.

The IRA Investor Profile: Roth IRA Investors’ Activity, 2010–2020

Number of pages: 50 Posted: 03 Jun 2025
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 98 (730,864)

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11.

Characteristics of Mutual Fund Investors, 2023

ICI RESEARCH PERSPECTIVE, OCTOBER 2023 // VOL. 29, NO. 11
Number of pages: 20 Posted: 15 Apr 2024
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 97 (720,278)

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mutual fund ownership, household finance, investor behavior, retirement saving

12.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2018

ICI Research Perspective, Vol. 24, No. 8, November 2018
Number of pages: 24 Posted: 11 Jan 2019
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 97 (704,534)
Citation 4

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mutual fund ownership, household finance

13.

Characteristics of Mutual Fund Investors, 2024

Number of pages: 20 Posted: 03 Jun 2025
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 91 (747,755)

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14.

The Role of IRAs in US Households’ Saving for Retirement, 2022

ICI RESEARCH PERSPECTIVE, VOL. 29, NO. 1 // FEBRUARY 2023
Number of pages: 32 Posted: 12 Jun 2023
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 88 (765,566)
Citation 2

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Retirement, IRAs, Asset Allocation, Investor Behavior

15.

The Role of IRAs in US Households' Saving for Retirement, 2024

Number of pages: 28 Posted: 03 Jun 2025
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 87 (796,622)

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16.

Ownership of Mutual Funds and Shareholder Sentiment, 2023

ICI RESEARCH PERSPECTIVE, OCTOBER 2023 // VOL. 29, NO. 10
Number of pages: 18 Posted: 15 Apr 2024
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 85 (783,685)

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mutual fund ownership, household finance, investor behavior

17.

What US Households Consider When They Select Mutual Funds, 2024

Number of pages: 10 Posted: 03 Jun 2025
Michael Bogdan and Daniel Schrass
Investment Company Institute - Research and Investment Company Institute
Downloads 80 (823,616)

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18.

The Role of IRAs in US Households' Saving for Retirement, 2023

Number of pages: 28 Posted: 15 Apr 2024
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 77 (830,555)
Citation 2

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Retirement, IRAs, Asset Allocation, Investor Behavior

19.

Characteristics of Mutual Fund Investors, 2022

ICI RESEARCH PERSPECTIVE OCTOBER 2022 // VOL. 28, NO. 10
Number of pages: 24 Posted: 19 Dec 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 73 (852,604)

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mutual fund ownership, household finance, investor behavior, retirement saving

20.

Ownership of Mutual Funds and Shareholder Sentiment, 2024

Number of pages: 20 Posted: 03 Jun 2025
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 72 (891,180)

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21.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2021

Number of pages: 24 Posted: 05 Jan 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 72 (875,328)
Citation 5

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mutual fund ownership, household finance, investor behavior

22.

The Role of IRAs in U.S. Households’ Saving for Retirement, 2015

ICI RESEARCH PERSPECTIVE, VOL. 22, NO. 1, 2016
Number of pages: 40 Posted: 11 Jan 2019
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 72 (860,052)
Citation 4

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Retirement, IRAs, Asset Allocation, Investor Behavior

23.

Characteristics of Mutual Fund Investors, 2021

Number of pages: 24 Posted: 05 Jan 2022
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 68 (899,324)
Citation 1

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mutual fund ownership, household finance, investor behavior, retirement saving

24.

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2020

Number of pages: 40 Posted: 03 Jun 2025
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute
Downloads 56 (1,031,043)

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25.

The IRA Investor Profile: Traditional IRA Investors’ Activity, 2010–2018

ICI RESEARCH REPORT, AUGUST 2021
Number of pages: 88 Posted: 25 Aug 2023
Sarah Holden, Daniel Schrass and Steven Bass
Investment Company Institute, Investment Company Institute and Investment Company Institute
Downloads 54 (1,041,696)

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Retirement, IRAs, Asset Allocation, Investor Behavior

26.

Characteristics of Mutual Fund Investors, 2025

Number of pages: 20 Posted: 24 Jan 2026
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 50 (1,133,231)

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27.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2019

ICI RESEARCH PERSPECTIVE, OCTOBER 2019 // VOL. 25, NO. 8
Number of pages: 24 Posted: 08 Sep 2020
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 50 (1,063,489)

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mutual fund ownership, household finance

28.

Ownership of Mutual Funds, Shareholder Sentiment, and Use of the Internet, 2020

Number of pages: 24 Posted: 22 Mar 2021
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 49 (1,086,013)
Citation 4

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mutual fund ownership, household finance

29.

Ownership of Mutual Funds and Shareholder Sentiment, 2025

Number of pages: 18 Posted: 24 Jan 2026
Sarah Holden, Daniel Schrass and Michael Bogdan
Investment Company Institute, Investment Company Institute and Investment Company Institute - Research
Downloads 34 (1,290,922)

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30.

The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2014

Holden, Sarah, and Daniel Schrass. 2016. “The IRA Investor Profile: Roth IRA Investors’ Activity, 2007–2014.” ICI Research Report (August)
Posted: 13 Sep 2016
Sarah Holden and Daniel Schrass
Investment Company Institute and Investment Company Institute

Abstract:

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Retirement, IRA, Asset allocation, Investor behavior