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Research

Mutual Fund Investors’ Views on Shareholder Reports: Reactions to a Summary Shareholder Report Proto...

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News Release

Investors Strongly Consider Fund Fees and Expenses When Making Mutual Fund Purchases

Investors Strongly Consider Fund Fees and Expenses When Making Mutual Fund Purchases Mutual Fund...
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ICI Viewpoints

IRA Investors Are Concentrated in Lower-Cost Mutual Funds

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement...
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News Release

Mutual Fund Expense Ratios in 401(k) Plans Continued to Decline in 2017

Mutual Fund Expense Ratios in 401(k) Plans Continued to Decline in 2017 Washington, DC; June 19...
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ICI Viewpoints

Meeting Investors’ Evolving Expectations—and Why Delivering Returns Is No Longer Enough

Serving investors is at the heart of asset management. Yet in today’s technology-driven world, in...
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News Release

Expense Ratios of Actively Managed and Index Mutual Funds Have Declined for More Than Two Decades

Expense Ratios of Actively Managed and Index Mutual Funds Have Declined for More Than Two Decades...
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News Release

ICI Applauds House Financial Services Committee Passage of Bills Supported by Mutual Funds and Their...

ICI Applauds House Financial Services Committee Passage of Bills Supported by Mutual Funds and Their...
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ICI Viewpoints

Securities Lending by Mutual Funds, ETFs, and Closed-End Funds: Are the Risks Systemic?

The Financial Stability Oversight Council (FSOC), the U.S. Treasury’s Office of Financial Research...
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ICI Viewpoints

Securities Lending by Mutual Funds, ETFs, and Closed-End Funds: Regulators’ Concerns

This post is the third in a series that focuses on securities lending by U.S. regulated funds—mutual...