Policy Priorities

Fund Regulation

Fees

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Perspective

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

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Video

US Mutual Fund Expense Ratios: A Steady, Substantial Decline

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily...
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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.
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Perspective

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

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Perspective

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

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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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Comment Letter

ICI Letter to SEC on SR-NYSE-2020-96 Regarding FINRA Oversight of Processing Fees (pdf)

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November 3, 2020
#32890

SEC's New Rule on Funds' Use of Derivatives: Summary of Fund Board Responsibilities

[32890] November 3, 2020 TO: ICI Members Investment Company Directors SUBJECTS: Alternative...