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Focus on Funds: Fund Fees Continue Decades-Long Decline

Focus on Funds Fund Fees Continue Decades-Long Decline US mutual fund investors continue to see expenses and fees fall for a variety of asset classes. In the March 27, 2020, edition of Focus on Funds, ICI Economist James Duvall shares highlights from the latest report. Transcript...
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SEC Response to 17a-9 Relief Request (pdf)

March 26, 2020 Ms. Susan Olson Investment Company Institute 1401 H Street NW Washington D.C. 20005 Dear Ms. Olson: Based on the information contained in your March 25, 2020 letter, the staff of the Division of Investment Management (the “Staff”) will not recommend enforcement action...

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.

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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

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