Policy Priorities

Fund Regulation

Fees

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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

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Perspective

Trends in the Expenses and Fees of Funds, 2023 (pdf)

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Perspective

Ongoing Charges for UCITS in the European Union, 2022 (pdf)

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Perspective

Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)

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Research

IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)

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White Paper

Navigating Intermediary Relationships (pdf)

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Perspective

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

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Perspective

What US Households Consider When They Select Mutual Funds, 2021 (pdf)

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News Release

Investors Carefully Consider Fees and Expenses When Selecting Mutual Funds

The vast majority of mutual fund investors consider fees and expenses when selecting a fund.