The Investment Company Institute (ICI) is releasing today its modernized investment objective classifications for open-end mutual funds, reflecting current market practices and maintaining consistency in its industry data series.
ICI WEBINAR 2014 Fund Reclassification March 25, 2014 The Investment Company Institute (ICI) hosted a webinar and conference call on March 25, to present its modernized fund classifications for open-end mutual funds. To help members, analysts, and the public understand trends in...
VIDEO ARCHIVE 2014 Fund ReclassificationMarch 25, 2014 The Investment Company Institute (ICI) hosted a webinar and conference call on March 25, to present its modernized fund classifications for open-end mutual funds. To help members, analysts, and the public understand trends in...
Mutual Fund Investment Objective Definitions Classifications are made by reviewing mutual fund prospectuses for language included in these definitions. To reflect changes in the marketplace, ICI has modernized its investment objective classifications for open-end mutual funds. At the...
ICI Research 2014 Mutual Fund Reclassification: FAQs What is ICI’s 2014 fund reclassification? To reflect changes in the marketplace, ICI is modernizing its investment objective classifications for mutual funds. What is an "investment objective"? To help members, analysts, the media...
Combined Long-Term Mutual Fund and ETF Definitions Classifications are made by reviewing prospectuses for language included in these definitions. A more detailed hierarchy of mutual fund investment objectives is available here. Domestic Equity Domestic equity funds invest primarily in...
Mutual Fund Method of Sales Definitions Classifications are made by reviewing mutual fund prospectuses for language included in these definitions. Retail Sales force fund shares are sold primarily through a network of broker-dealers. Direct market fund shares are sold predominantly by...
