Mutual Funds Content

February 25, 2025—Comparisons between EU UCITS ongoing charges and US mutual fund expense ratios are frequently made, but they are misleading and overlook the fundamental differences between the two markets. While it may be tempting to draw parallels, these are distinct regulatory and...

January 16, 2025—“Help U.S. Retire,” an advocacy campaign to protect the investment funds that middle-class Americans rely on to build their long-term financial security, launched today.

November 15, 2024—Just as publicly traded companies do, mutual funds, ETFs, and closed-end funds periodically submit items to their shareholders for approval, including director nominations and other policy and governance matters. Shareholders typically vote by proxy, rather than in...

October 31, 2024—According to new research published by the Investment Company Institute (ICI), 53.7 percent of households in the United States owned mutual funds in 2024 compared with 52.3 percent in 2023 and just 5.7 percent in 1980. ICI’s latest reports, “Ownership of Mutual Funds...

October 31, 2024—Over the past year, 2.3 million more US households became mutual fund investors. Surprised? Despite headlines forecasting the demise of the mutual fund, the product continues to garner new investors, even a century after its creation.

This year marks a historic anniversary. It has now been 100 years since the creation of the first US mutual fund. That was a pivotal moment for individual retail investors and the American economy. But it was more than that—so much more. I would argue that the mutual fund is the most...

Beginning in 2021, there has been a steadily increasing trend of mutual funds converting to ETFs. Some key differentiators between mutual funds and ETFs are how investors purchase and sell shares, and how the funds themselves purchase and sell portfolio holdings. ETFs are attractive...

August 6, 2024—Central bankers and finance ministries have increasingly equated the size and growth of the non-bank financial intermediation (NBFI) space with increased financial stability risks. Their rhetoric is not supported by data.

May 21, 2024—In 1957, the National Association of Investment Companies, predecessor to the Investment Company Institute, produced its first consumer education film: The Hope that Jack Built. Featuring a bow tie-wearing character named Jack, the seven-minute short film played in movie...