Policy Priorities

Fund Regulation

Fees

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Perspective

Trends in the Expenses and Fees of Funds, 2022 (pdf)

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White Paper

Navigating Intermediary Relationships (pdf)

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News Release

Latest Research Shows UCITS Charges Continue to Fall

Washington, DC; October 31, 2022 —Average ongoing charges for UCITS in the European Union continued...
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Perspective

Ongoing Charges for UCITS in the European Union, 2021 (pdf)

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Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2021 (xlsx)

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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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