Fees
News Release
Average UCITS Ongoing Charges Continue Downward Trend
October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an...
Perspective
Supplemental Tables: Ongoing Charges for UCITS in the European Union, 2022 (xlsx)
Research
IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)
Perspective
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (xl...
Perspective
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2022 (pdf)
ICI Viewpoints
Comparing Apples and Pears: EU UCITS and US Mutual Funds
When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it...
ICI Viewpoints
Cross-Border Frictions Within EU Capital Markets Can Drive Up Costs
The EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union (CMU) and empower...