Fees and Expenses

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What US Households Consider When They Select Mutual Funds, 2025 (pdf)

May 20, 2026

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Trends in the Expenses and Fees of Funds, 2025 (pdf)

March 25, 2026

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2025 (xlsx)

March 25, 2026

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Ongoing Charges for UCITS in the European Union, 2024

December 18, 2025

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2024 (xlsx)

December 16, 2025

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2024 (pdf)

July 16, 2025

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2024 (xlsx)

July 16, 2025

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

July 16, 2025

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