Policy Priorities

Fund Regulation

Fees

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News Release

ICI and ISS MI BrightScope Report 401(k) Plan Participants Continue to Benefit from Employer Contrib...

August 21, 2024—The undeniable strength of the 401(k) system is seen in the report, "The BrightScope...
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News Release

401(k) Investors Benefit as Mutual Fund Fees Cut in Half

July 16, 2024—The latest research from the Investment Company Institute (ICI), “The Economics of...
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Research

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

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Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xl...

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)

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Perspective

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

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Research

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

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News Release

Mutual Fund Expense Ratios Have Declined Substantially over the Past 27 Years

March 21, 2024—The latest research from the Investment Company Institute (ICI) shows that the...
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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)