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News Release

Average Equity and Bond Mutual Fund Expense Ratios Continue to Decline

Average expense ratios of equity and bond mutual funds continued to decline in 2022, the latest...

Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2022 (xls)

White Paper

Navigating Intermediary Relationships (pdf)

Perspective

Ongoing Charges for UCITS in the European Union, 2021 (pdf)

Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2021 (xlsx)

News Release

Latest Research Shows UCITS Charges Continue to Fall

Washington, DC; October 31, 2022 —Average ongoing charges for UCITS in the European Union continued...

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)

Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xl...

Perspective

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Resources

Average Equity and Bond Mutual Fund Expense Ratios Continue to Decline

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2022 (xls)

Navigating Intermediary Relationships (pdf)

Ongoing Charges for UCITS in the European Union, 2021 (pdf)

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2021 (xlsx)

Latest Research Shows UCITS Charges Continue to Fall

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xl...

What US Households Consider When They Select Mutual Funds, 2021 (pdf)