Policy Priorities

Fees

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News Release

2020 Investor Trends Drive Fixed Income UCITS Ongoing Charges Down, Equity UCITS Hold Steady

Latest Report on EU Funds Shows Ongoing Charges Down Markedly Since 2013, but More Effective Single...
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Perspective

Ongoing Charges for UCITS in the European Union, 2020 (pdf)

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Comment Letter

Report of the OBO/NOBO Working Group to the Staff of the US Securities and Exchange Commission (pdf)

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Video

US Mutual Fund Expense Ratios: A Steady, Substantial Decline

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily...
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Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (xl...

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (pdf)

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News Release

Investors Carefully Consider Fees and Expenses When Selecting Mutual Funds

The vast majority of mutual fund investors consider fees and expenses when selecting a fund.
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Perspective

What US Households Consider When They Select Mutual Funds, 2020 (pdf)

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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2020 (xls)