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Mutual Fund Expense Ratios Have Declined Substantially over the Past 27 Years

March 21, 2024—The latest research from the Investment Company Institute (ICI) shows that the...
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Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)

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Perspective

Trends in the Expenses and Fees of Funds, 2023 (pdf)

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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

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Perspective

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

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Average UCITS Ongoing Charges Continue Downward Trend

October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an...
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Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

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Research

IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (pdf)