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Ellen Griswald
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Section 3 Title Goes Here Thsi proposal would fundamentally alter the management, operation, and pricing of mutual funds, as well as how investors purchase and sell their shares. Among other things, the proposal requires mutual funds to adopt mandatory swing pricing and impose a “hard...

May 12, 2025
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TEST - ICI Comment Letter Opposing Sales Tax on Additional Services in Maryland

The Investment Company Institute submitted a comment letter to oppose SB 1045 and HB 1554, which expands the sales tax on additional services including financial services in the state of Maryland. Read more in the comment letter.

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May 27, 2025
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2024 Investment Company Fact Book


Explore the comprehensive guide to trends, data, and insights in in the investment company industry. This edition marks the 100th anniversary of the mutual fund, offering an in-depth look at the role of investment companies in today’s economy and their impact on millions of investors.

Visit the Fact Book Website

Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

Factbook