Policy Priorities

Fund Regulation

Fees

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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...
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Perspective

Ongoing Charges for UCITS in the European Union, 2019 (pdf)

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News Release

Equity and Hybrid Mutual Fund Expense Ratios in 401(k) Plans Continued Downward Trend in 2019

Equity and Hybrid Mutual Fund Expense Ratios in 401(k) Plans Continued Downward Trend in 2019...
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