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...
Ongoing Charges for UCITS in the European Union, 2020 (pdf)
Report of the OBO/NOBO Working Group to the Staff of the US Securities and Exchange Commission (pdf)
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...
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (xl...
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (pdf)
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.
What US Households Consider When They Select Mutual Funds, 2020 (pdf)