Policy Priorities

Fees

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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)

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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.
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Perspective

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

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Comment Letter

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

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Perspective

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