Shareholder Content

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market; forty-five percent of this total is held in mutual funds. Last year, IRA mutual fund investors paid average expense ratios similar to those paid by all mutual fund investors (i.e...

In a headline half-hour at ICI’s 2021 General Membership Meeting on May 6, ICI President and CEO Eric J. Pan wasted little time pressing Jamie Dimon for his view on a wide range of hot-button policy issues—and the JPMorgan Chase chairman and chief executive was happy to oblige.

The pandemic-related market turmoil of March 2020 and the responses to it among financial markets and regulators will undoubtedly weigh heavily on regulators as they make adjustments over the coming years. At ICI’s 2021 General Membership Meeting, ICI President and CEO Eric J. Pan sat...

On May 29, we celebrate National 529 Day (5/29, get it?)—a day to highlight the importance of 529 savings plans in helping Americans plan and pay for education expenses. If you have plans for education or have plans for your family’s education, and if you aren’t already saving in a...

Managing your finances is serious business, so people may not often associate “fund” with “fun.” But that’s all right, because investors associate funds with something more important—achieving their financial goals. Mutual funds offer diversified, cost-effective investment management...

A version of this letter by ICI Chief Economist Sean Collins was released in the Institute’s 61st edition of the Investment Company Fact Book. 2020. What a year. I’m writing this letter sitting in my basement, which has served as my office this past year. It’s March 15, 2021, almost...

You may hear a lot about the saving habits of Baby Boomers and Millennials, but what about Generation X? For this "forgotten generation," now in their 40s and 50s, retirement planning is a pressing topic. Along with host Amy Irvine, Tina Kilroy of the ICI Education Foundation and...

The evidence about what happened to financial markets in March 2020 is still far too mixed and preliminary to conclude that new regulation is appropriate for bond mutual funds.

In the past decade, a number of regulators and academics have discussed concerns about the growth in the assets of bond mutual funds, as well as their increasing share of the bond market, especially the corporate bond market. 1 The concern is that bond fund investors, now playing a...

Data on UCITS ongoing charges have become more widely available to investors in recent years. Enhancements to costs and charges disclosures that UCITS and distributors make available to investors have provided them with a wealth of beneficial information, which we believe can be...