Equity Funds Content

ICI President's Address Eric J. Pan President and CEO Investment Company Institute ICI Investment Management Conference Palm Desert, California March 19, 2024 “ Another Century of Progress: How ICI Is Advocating for Investors and Against Over-Regulation” INTRODUCTION: A CENTURY OF...

Demand for lower-cost investment products, competition among the vast number of available funds, and economies of scale have driven down average expense ratios industrywide over the past quarter century. With average expense ratios declining again in 2022, investors will continue to...

Data on UCITS ongoing charges have become more widely available to investors in recent years. Enhancements to costs and charges disclosures that UCITS and distributors make available to investors have provided them with a wealth of beneficial information, which we believe can be...

US household activity in the stock market has undergone a transformation over the past three decades. The old idea that investing in the stock market is just for the wealthy is deeply out of date. Indeed, it is safe to say that stock ownership in the United States is widespread on...

Market indexes are one of the most visible elements of investing. Numbers from the S&P 500 or the Dow Jones Industrial Index frequently feature prominently in headlines about the US stock market. Beyond the well-known indexes that we encounter daily lie more than three million indexes...

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market, with assets totaling $11.0 trillion at year-end 2019 (Figure 1). Forty-four percent of this total is held in mutual funds, with IRA mutual fund investors primarily invested in...

Comprehensive SEC rules govern most activities in the US-registered fund industry, but the use of derivatives is not one of them. For more than 40 years, funds employing these practical portfolio management tools for their investors have instead had to negotiate an increasingly...

Talk about the differences between generations is a hot topic in today’s cultural conversation. And the Millennial and Baby Boomer generations are in the middle of a little generational warfare. But when it comes to owning mutual funds, are there really that many differences between...