News and Resources

Publications

2020 Investment Company Fact Book

A Review of Trends and Activities in the Investment Company Industry

Fact Book

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Fact Book

2020 Investment Company Fact Book (pdf)

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Fact Book

2019 Investment Company Fact Book (pdf)

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Fact Book

2018 Investment Company Fact Book (pdf)

Research Papers

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Research

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

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Research

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

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Research

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

White Papers

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White Paper

Financing a US Transition to a Sustainable Low-Carbon Economy (pdf)

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White Paper

Reverse Distribution Mechanism and Negative Yields: Considerations and Recommended Practices (pdf)

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White Paper

Consider This: Interval Fund Operational Practices (pdf)