Policy Priorities

Fund Regulation

Fees

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Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xl...

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Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)

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Perspective

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

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News Release

Mutual Fund Expense Ratios Down Sharply from a Quarter Century Ago

The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed...
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Perspective

Trends in the Expenses and Fees of Funds, 2021 (pdf)

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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2021 (xls)

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News Release

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...
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Perspective

Ongoing Charges for UCITS in the European Union, 2020 (pdf)

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Comment Letter

Report of the OBO/NOBO Working Group to the Staff of the US Securities and Exchange Commission (pdf)