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ICI Classification Definitions
This page contains information to help members, the media,
analysts, and the public understand ICI data.
In 2014, ICI modernized its investment objective
classifications for mutual funds to reflect changes in the marketplace. ICI
reports data on mutual funds at several levels. With these investment objective
classification changes, data at the more detailed levels are affected, but
remain the same at the macro level.
Classification Definitions
- Classification Definitions: Combined Long-Term Mutual Fund and ETF
Jan 12, 2018
- Classification Definitions: Estimated ETF Net Issuance
Jul 15, 2016
- Classification Definitions: Estimated Long-Term Mutual Fund Flows
Jul 15, 2016
- Closed-End Fund Investment Objective Definitions
Jul 15, 2016
- Exchange-Traded Fund (ETF) Investment Objective Definitions
Jul 15, 2016
- Mutual Fund Investment Objective Definitions
Jun 17, 2014
- Mutual Fund Method of Sales Definitions
Jul 17, 2014
2014 Mutual Fund Reclassification
