Fees and Expenses Content

Mutual Fund Fees in 401(k) Plans Continue Downward Trend in 2016 Washington, DC, June 15, 2017—The cost of investing in equity, hybrid, and bond mutual funds through 401(k) plans fell again in 2016, according to a research study that the Investment Company Institute (ICI) released...

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Equity, Bond, and Hybrid Mutual Funds Continue Two-Decade Trend of Declining Expense Ratios ICI Reports for First Time on Exchange-Traded Funds’ Expense Ratios Washington, DC, May 17, 2017—The average expense ratios of long-term mutual funds declined in 2016, continuing a two-decade...

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1 September 12, 2016 Mr. Brent J. Fields Secretary U.S. Securities and Exchange Commission 100 F Street, N.E. Washington, D.C. 20549-9303 Re: Notice of Filing of Proposed Rule Change Adopting Maximum Fees Member Organizations may Charge in Connection with the Distribution of...

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ICI Reports Continued Downward Trend in Mutual Fund Fees in 401(k) Plans in 2015 Washington, DC, July 14, 2016 – The cost of investing in equity mutual funds through 401(k) plans fell again in 2015, marking a 31 percent decline since 2000, according to an annual research study that...

ICI Survey: Flawed Fee System Doubles Costs to Fund Shareholders for Broker Delivery of Fund Reports Fund Industry Urges Updating of Rules to Create Savings for Shareholders Washington, DC, July 14, 2016—New analysis conducted by the Investment Company Institute (ICI) shows that funds...