Mutual Funds Content

As US and global stock markets churned in December, the press took note of ICI’s reports on outflows from US long-term mutual funds and drew a hasty conclusion: individual fund investors were fleeing from market turmoil. But weighing flows against total assets is the first step to...

Financial stability concerns are being inflated by confusion over what the funds in question actually hold. In fact, these funds invest nearly half their assets in Treasury and agency securities, and less than one-third in corporate bonds. In other words, these funds hold more in...

Mutual Fund Investors Represent Wide Range of Ages and Income Levels Shareholders trust funds to help them save for retirement Washington, DC; November 20, 2018—Individuals across all income levels and generations own mutual funds, according to new survey results released today by the...

ppr_18_summary_shareholder.pdf

Investors Strongly Consider Fund Fees and Expenses When Making Mutual Fund Purchases Mutual Fund Investors Also Review Historical Performance of the Fund Washington, DC; August 15, 2018—The vast majority of mutual fund investors review fund fees and expenses when making their fund...

Individual retirement accounts (IRAs) represent the largest share of assets in the US retirement market, with assets totaling $9.2 trillion at year-end 2017. Forty-seven percent of this total is held in mutual funds, with IRA mutual fund investors primarily invested in equity funds...

Mutual Fund Expense Ratios in 401(k) Plans Continued to Decline in 2017 Washington, DC; June 19, 2018—The cost of investing in mutual funds through 401(k) plans fell again in 2017, according to “ The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2017,” a research...

Serving investors is at the heart of asset management. Yet in today’s technology-driven world, in which personalized services and experiences dominate everything from banking to shopping, asset managers are having to rethink how to best meet the evolving needs of investors and...

Expense Ratios of Actively Managed and Index Mutual Funds Have Declined for More Than Two Decades ICI Adds Analysis on Flow Data That Shows Demand for Lower-Cost Funds Washington, DC, April 30, 2018—The average expense ratios of equity, hybrid, and bond mutual funds—including both...

ICI Applauds House Financial Services Committee Passage of Bills Supported by Mutual Funds and Their Advisers Washington, DC, January 18, 2018— Investment Company Institute President and CEO Paul Schott Stevens issued the following statement after the House Financial Services...