Resources

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Perspective

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

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ICI Viewpoints

Fund Investors’ Expenses Are Falling on Both Sides of the Pond

Data on UCITS ongoing charges have become more widely available to investors in recent years...
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FAQ

The Basics of 401(k) Plans: FAQs

A 401(k) plan is an employer-sponsored retirement savings plan that allows an employee to contribute...
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News Release

Mutual Fund Expense Ratios Have Declined Substantially over the Past 24 Years

In the competitive fund marketplace, investors tend to concentrate assets in lower-cost funds.
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Perspective

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

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ICI Viewpoints

Growth in Bond Mutual Funds: See the Whole Picture

In the past decade, a number of regulators and academics have discussed concerns about the growth in...
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Video

How to Protect Yourself from Account Takeover Schemes

All investors, including mutual fund shareholders, are potential targets for financial fraud. Watch...
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Speech

Keynote Address, 2021 Mutual Funds and Investment Management Conference

ICI President and CEO Eric J. Pan explains why policymakers need clear-eyed, evidence-based...
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ICI Viewpoints

What’s in a Name, Redux: For Bond Mutual Funds, “Corporate” Matters

Policymakers around the globe are studying the turmoil in March 2020 related to the COVID-19...