Fees and Expenses Content

per25-07.pdf

per25-04.pdf

Mutual Fund Expense Ratios in 401(k) Plans Have Trended Downward Since 2000 Washington, DC; July 11, 2019—The cost of investing in equity and hybrid mutual funds through 401(k) plans fell again in 2018—while the average expense ratio of bond mutual funds remained stable, according to...

ICI Report: Investors Carefully Consider Fees and Expenses as well as Performance When Selecting Mutual Funds Washington, DC; May 15, 2019—The overwhelming majority of mutual fund investors consider fees and expenses when selecting a fund, according to survey results released today by...

2019_factbook.pdf

per25-01.pdf

Expense Ratios of Actively Managed and Index Funds Have Declined for More Than Two Decades Washington, DC; March 21, 2019—The average expense ratios of equity, hybrid, and bond mutual funds—including both actively managed and index equity and bond mutual funds—have trended downward...

January 17, 2019 Mr. Brent J. Fields Secretary US Securities and Exchange Commission 100 F Street, NE Washington D.C. 20549 Re: Supplemental Letter Responding to SEC Request for Comments on the Processing Fees Charged by Intermediaries for Distributing Materials Other Than Proxy...