Fees and Expenses Content

Washington, DC; October 31, 2022—Average ongoing charges for UCITS in the European Union continued to fall in 2021, the latest ICI research shows. Ongoing charges are indirectly paid from fund assets and cover a range of services, including portfolio management, compliance costs, and...

The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds—have declined significantly over the past 25 years, according to an updated research report from the Investment Company Institute (ICI).