Comment Letter
Report of the OBO/NOBO Working Group to the Staff of the US Securities and Exchange Commission (pdf)
Video
US Mutual Fund Expense Ratios: A Steady, Substantial Decline
ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily...
Perspective
The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (pdf)
Perspective
Supplemental Tables: The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2020 (xl...
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.
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.