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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...

Perspective

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)

Perspective

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xl...

Perspective

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

News Release

Mutual Fund Expense Ratios Down Sharply from a Quarter Century Ago

The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed...

Perspective

Trends in the Expenses and Fees of Funds, 2021 (pdf)

Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2021 (xls)

News Release

2020 Investor Trends Drive Fixed Income UCITS Ongoing Charges Down, Equity UCITS Hold Steady

Latest Report on EU Funds Shows Ongoing Charges Down Markedly Since 2013, but More Effective Single...

Perspective

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Resources

Latest Research Shows UCITS Charges Continue to Fall

The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (pdf)

Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2021 (xl...

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

Mutual Fund Expense Ratios Down Sharply from a Quarter Century Ago

Trends in the Expenses and Fees of Funds, 2021 (pdf)

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2021 (xls)

2020 Investor Trends Drive Fixed Income UCITS Ongoing Charges Down, Equity UCITS Hold Steady

Ongoing Charges for UCITS in the European Union, 2020 (pdf)