Policy Priorities

Fund Regulation

Fees

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Perspective

What US Households Consider When They Select Mutual Funds, 2024 (pdf)

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Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)

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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2024 (xlsx)

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Perspective

Trends in the Expenses and Fees of Funds, 2024 (pdf)

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News Release

US Equity Fund Fees Continue to Decline Amid Rising Investor Demand for Lower-Cost Options

March 26, 2025—Investor interest in lower-cost funds fueled the downward trend in average equity...
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ICI Viewpoints

Comparing UCITS and Mutual Funds: UCITS Costs Are Declining, but Structural Challenges Remain

February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are...
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Perspective

Ongoing Charges for UCITS in the European Union, 2023 (pdf)

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Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2023 (xlsx)

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News Release

UCITS: A Cost-Effective Savings Vehicle Benefitting Investors Worldwide

December 19, 2024—UCITS remain a global success story, serving as a cost-effective savings tool for...
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