Archive of Research Reports on Fees & Expenses

• Fees and Expenses of Mutual Funds, 2006 (pdf), June 2007

• The Economics of Providing 401(k) Plans: Services, Fees, and Expenses (pdf), November 2006
• Fees and Expenses of Mutual Funds, 2005 (pdf), June 2006
• Competition in the Mutual Fund Business (pdf), January 2006

• Fees and Expenses of Mutual Funds, 2004 (pdf), October 2005
• Are S&P 500 Index Mutual Funds Commodities? (pdf), August 2005
• How Mutual Funds Use 12b-1 Fees (pdf), February 2005

• Total Shareholder Cost of Mutual Funds, 2003 (pdf), December 2004
• Study Concludes Fair Valuation, Redemption Fees Necessary to Prevent Market Timing (pdf), October 2004
• Frequently Asked Questions About Mutual Fund Fees
• Frequently Asked Questions About Mutual Fund Fees (pdf)
• The Cost of Buying and Owning Mutual Funds (pdf), February 2004

• The Expenses of Defined Benefit Pension Plans and Mutual Funds (pdf), December 2003
• Institutional Investment Management: A Comparison of Portfolio Management Expenses of Mutual Funds and Defined Benefit Pension Plans (pdf), November 2003
• Performance Fees and Expense Ratios (pdf), August 2003
• Mutual Fund Distribution Channels and Distribution Costs (pdf), July 2003

• Total Shareholder Cost of Mutual Funds: An Update (pdf), September 2002

• Use of Rule 12b-1 Fees by Mutual Funds in 1999 (pdf), April 2000

• Operating Expense Ratios, Assets, and Economies of Scale in Equity Mutual Funds (pdf), December 1999
• Mutual Fund Costs, 1980-1998 (pdf), September 1999
• Total Shareholder Cost of Bond and Money Market Mutual Funds (pdf), March 1999

• Trends in the Ownership Cost of Equity Mutual Funds (pdf), November 1998