Policy Priorities

Fund Regulation

Fees

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Perspective

What US Households Consider When They Select Mutual Funds, 2022 (pdf)

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ICI Viewpoints

Falling Fund Fees Continue to Benefit America’s Investors

Demand for lower-cost investment products, competition among the vast number of available funds, and...
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Research

Five Important Points on Mutual Fund Fees and Expenses (pdf)

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Comment Letter

ICI Comment Letter on the SEC’s Tick Size and Access Fee Reduction Proposal

The Investment Company Institute (ICI) is writing to respond to the Securities and Exchange...
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News Release

Average Equity and Bond Mutual Fund Expense Ratios Continue to Decline

Average expense ratios of equity and bond mutual funds continued to decline in 2022, the latest...
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Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2022 (xls)

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Perspective

Trends in the Expenses and Fees of Funds, 2022 (pdf)

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White Paper

Navigating Intermediary Relationships (pdf)

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News Release

Latest Research Shows UCITS Charges Continue to Fall

Washington, DC; October 31, 2022 —Average ongoing charges for UCITS in the European Union continued...
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