Equity Funds Content

Filter Results By
Showing Results 1 - 10 of 17
ICI Default BG
Memo#
35607

SEC Issues Revised NMS Consolidated Equity Data Plan for Public Comment

On January 19, the SEC published a revised SRO proposal for a new Consolidated National Market System (NMS) Equity Data Plan ("Revised CT Plan") for public comment. This proposal is based on the SEC's September 2023 amended order for NMS equity data governance, which conforms to the...
ICI Default BG
ICI Viewpoints

Falling Fund Fees Continue to Benefit America’s Investors

Demand for lower-cost investment products, competition among the vast number of available funds, and economies of scale have driven down average expense ratios industrywide over the past quarter century. With average expense ratios declining again in 2022, investors will continue to...
ICI Default BG
ICI Viewpoints

Main Street Owns Wall Street

Stock ownership used to conjure up images of Wall Street—but today people all up and down America’s Main Streets own stocks and are counting on stock ownership to help realize their financial goals. Today, more Americans own stock than in the past—and stock ownership has become...
ICI Default BG
ICI Viewpoints

Understanding Indexes and How Funds Use Them

Beyond the well-known indexes that we encounter daily lie more than three million indexes designed to reflect the performance of underlying investments, from broad markets to niche subsegments. Indexes vary widely with regard to their specific objectives, the methodologies on which...
ICI Default BG
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 market, with assets totaling $11.0 trillion at year-end 2019. As part of an ongoing effort to shed light on important insights into IRA investing, ICI is updating its analysis of expense...