Fees and Expenses Content

Latest Report on EU Funds Shows Ongoing Charges Down Markedly Since 2013, but More Effective Single Market Would Benefit Cross-Border Fund Distribution Brussels, 22 September 2021—Average ongoing charges for equity and fixed-income UCITS domiciled in the European Union continue to...

A new report shows how ICI is shining a spotlight on the problems with the OBO/NOBO system—and how the SEC can fix it.

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily declining ever since. This video looks broadly at the latest data across major types of US mutual funds and the three key factors driving the decline.

In 2020, more than nine in 10 mutual fund–owning households considered a fund’s investment objective.

The vast majority of mutual fund investors consider fees and expenses when selecting a fund.