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Research

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)

Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xl...

News Release

401(k) Investors Benefit as Mutual Fund Fees Cut in Half

July 16, 2024—The latest research from the Investment Company Institute (ICI), “The Economics of...

Perspective

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

News Release

Mutual Fund Expense Ratios Have Declined Substantially over the Past 27 Years

March 21, 2024—The latest research from the Investment Company Institute (ICI) shows that the...

Research

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

Perspective

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

Perspective

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Resources

IRA Investors in Mutual Funds Concentrate Their Assets in Lower-Cost Mutual Funds (pdf)

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (pdf)

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023 (xl...

401(k) Investors Benefit as Mutual Fund Fees Cut in Half

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

Mutual Fund Expense Ratios Have Declined Substantially over the Past 27 Years

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

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

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