Resources

More
Perspective

What US Households Consider When They Select Mutual Funds, 2024 (pdf)

More
Research

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

More
News Release

ICI Applauds Introduction of Bipartisan GROWTH Act to Protect US Mutual Fund Shareholders

March 12, 2025—ICI President and CEO Eric J. Pan released a statement after the Generating Retail...
More
ICI Viewpoints

Comparing UCITS and Mutual Funds: UCITS Costs Are Declining, but Structural Challenges Remain

February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are...
More
News Release

ICI Mobilizes 120 Million Americans in “Help U.S. Retire” Advocacy Campaign to Protect Retirement Sa...

January 16, 2025—“Help U.S. Retire,” an advocacy campaign to protect the investment funds that...
More
ICI Viewpoints

Fixing Our Broken Proxy Voting System

November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds...
More
News Release

100 Years Later: Mutual Funds Driver of Wealth for Middle-Class Americans

October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7...
More
ICI Viewpoints

The New Face of Fund Ownership: A Bigger and More Diverse Marketplace

October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors...
More
Speech

The Mutual Fund: The Most Important Financial Innovation in Modern History 

This year marks a historic anniversary. It has now been 100 years since the creation of the first US...