Mutual Fund Fees and Expenses Developments

Frequently Asked Questions About Mutual Fund Fees, March 2003

ICI Issues Statement on SEC Report on Mutual Fund Fees and Expenses, January 2001

Frequently Asked Questions About Mutual Fund Fee Disclosure, January 2001

ICI Issues Statement on GAO's Mutual Fund Fees Report, July 2000

In Brief: Fund Fees and Expenses, March 2000

ICI Study Examines Economies of Scale in Equity Mutual Funds, December 1999

Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999

Institute President Matthew P. Fink on Costs of Investing (includes audio), September 1999

Study Finds Cost of Owning Mutual Funds Continues to Decline, September 1999

Mutual Fund Costs, 1980-1998 (pdf), September 1999

Financial Services Industries Develop 401(k) Fee Disclosure Form, July 1999

ICI Applauds SEC Effort to Help Investors Calculate Mutual Fund Costs, April 1999

Keynote Address by ICI President at the 1999 Mutual Funds and Investment Management Conference, March 1999

Institute President Matthew P. Fink on Costs of Investing (includes audio), February 1999

Total Shareholder Cost of Bond and Money Market Funds (pdf), March 1999

Study Finds Significant Drop in Total Cost of Bond and Money Market Fund Ownership Since 1980, February 1999

NASD Issues Notice to Members Concerning Disclosure of Mutual Fund Fees, December 1998

Study Finds One-third Drop in Total Cost of Stock Fund Ownership Since 1980, November 1998

Trends in the Ownership Cost of Equity Mutual Funds, November 1998

Institute Economist Discusses Fund Fees (includes audio), November 1998

House Subcommittee Hearing Examines Price Competition in the Mutual Fund Industry, September 1998

Majority of Mutual Fund Shareholders Own Stock Mutual Funds that Have Lower Fees than Industry Average, September 1998

Testimony of ICI President Matthew P. Fink at Congressional Hearing on "Improving Price Competition for Mutual Funds," September 1998

ICI President Discusses Fees (includes audio), September 1998

Mutual Fund Industry Testifies in Favor of Full Disclosure of All 401(k) Fees, November 1997

Institute Testifies Before Department of Labor Regarding 401(k) Plan Expenses, November 1997