Mutual Funds Content

November 27, 2023—Bank loan mutual funds and ETFs play a key role in capital markets, facilitating financing for American companies and offering unique benefits to fund investors. These funds invest primarily in loans made by banks to other businesses—loans that often have stronger...

November 21, 2023—In advance of the 100th anniversary of the launch of the first mutual fund, the ICI is launching a national partnership program to commemorate the 2024 anniversary and celebrate an innovation that made saving and investing accessible and affordable.

November 1, 2023—According to new research published by the ICI, 54.4 percent of households in the United States owned funds such as mutual funds or ETFs in 2023. ICI’s latest reports “Characteristics of Mutual Fund Investors, 2023” and “Ownership of Mutual Funds and Shareholder...

Like the products themselves, exchange-traded fund (ETF) and mutual fund investors share many commonalities. In fact, most ETF-owning households also own mutual funds, using both vehicles to achieve similar goals. However, recent ICI survey data shed light on some important...

When the European Commission released its proposed EU Retail Investment Strategy (RIS) package, it noted that capital market participation in the European Union has traditionally been lower than in the United States. We sometimes hear that part of the reason for this discrepancy is...

Policymakers are laser-focused on a concept in open-ended funds called dilution, suggesting that it poses financial stability risks. In a nutshell, dilution occurs when fund shareholders redeem and the transaction costs of meeting those redemptions—such as bid-ask spreads or the...

Last week, in a major speech given at a time when financial regulators are managing a banking crisis, U.S. Treasury Secretary Janet Yellen pointed the finger at open-end funds and money market funds as posing risks to the financial system. ICI is happy to talk facts about the many...