Research and Statistics

ICI Classification Definitions

Fact Sheet

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

2014 Mutual Fund Reclassification