Policy Priorities

Fund Regulation

Fees

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News Release

Board of Governors Working Group Releases Report on Rule 12b-1

Board of Governors Working Group Releases Report on Rule 12b-1 Washington, DC, May 31, 2007 - In...
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White Paper

Report of the Working Group on Rule 12b-1 (pdf)

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White Paper

History of 12b-1 Fees, Appendix II of the Working Group Report (pdf)

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Perspective

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

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Comment Letter

Institute Comment Letter to Department of Labor on Proposed Form 5500 Changes (pdf)

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Research

Understanding Investor Preferences for Mutual Fund Information (pdf)

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Research

Fees and Expenses of Mutual Funds, 2005 (pdf)

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News Release

Mutual Fund Costs Continued to Decline in 2005, June 2006

Mutual Fund Costs Continued to Decline in 2005 Average Fees Paid by Investors at Lowest Levels in...
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Comment Letter

ICI Comments on Proposed Amendments to Redemption Fee Rule (pdf)

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