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ICI Classification Definitions
This page contains information to help members, the media,
analysts, and the public understand ICI data.
In 2014, ICI modernized its investment objective
classifications for mutual funds to reflect changes in the marketplace. ICI
reports data on mutual funds at several levels. With these investment objective
classification changes, data at the more detailed levels are affected, but
remain the same at the macro level.
Classification Definitions
- Classification Definitions: Estimated Long-Term Mutual Fund Flows
Fri Jul 15 00:00:00 EDT 2016
- Closed-End Fund Investment Objective Definitions
Fri Jul 15 00:00:00 EDT 2016
- Exchange-Traded Fund (ETF) Investment Objective Definitions
Fri Jul 15 00:00:00 EDT 2016
- Mutual Fund Investment Objective Definitions
Tue Jun 17 00:00:00 EDT 2014
- Mutual Fund Method of Sales Definitions
Thu Jul 17 00:00:00 EDT 2014
2014 Mutual Fund Reclassification
- Fund Reclassification Webinar
Tue Mar 25 00:00:00 EDT 2014
- ICI Research 2014 Mutual Fund Reclassification: FAQs
Tue Mar 25 00:00:00 EDT 2014
- News Release: ICI Presents 2014 Fund ReclassificationMar 26, 2014
- Webinar Slides on Updated Fund Data Classification (pdf)
Tue Mar 25 00:00:00 EDT 2014
