Policy Priorities

Fees

More
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.
More
Research

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

More
Perspective

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

More
News Release

Mutual Fund Expense Ratios Have Declined Substantially over the Past 24 Years

In the competitive fund marketplace, investors tend to concentrate assets in lower-cost funds.
More
Perspective

Trends in the Expenses and Fees of Funds, 2020 (pdf)

More
Comment Letter

ICI Letter to SEC on SR-NYSE-2020-96 Regarding FINRA Oversight of Processing Fees (pdf)

More
Perspective

Ongoing Charges for UCITS in the European Union, 2019 (pdf)

More
News Release

Equity and Hybrid Mutual Fund Expense Ratios in 401(k) Plans Continued Downward Trend in 2019

Equity and Hybrid Mutual Fund Expense Ratios in 401(k) Plans Continued Downward Trend in 2019...
More
Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2019 (pdf)