Archive of ICI Research on Fund Disclosure

Archive of Research on Fund Disclosure

2008

Investor Views on the U.S. Securities and Exchange Commission's Proposed Summary Prospectus (pdf), March 2008

2007

ICI Policy Statement on Retirement Plan Disclosure (pdf), February 2007

2006

Understanding Investor Preferences for Mutual Fund Information (pdf), August 2006
Summary of Findings: Understanding Investor Preferences for Mutual Fund Information (pdf), May 2006

2004

How to Read a Mutual Fund Performance Advertisement (pdf), January 2004

2001

The Potential Effects of More Frequent Portfolio Disclosure on Mutual Fund Performance (pdf), June 2001

1999

401(k) Plan Fee Disclosure Form (pdf), July 1999

1997

1996

1995

Improving Mutual Fund Risk Disclosure (pdf), November 1995

1994

Report of the Advisory Group on Personal Investing (pdf), May 1994

1994

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