Focus on Funds Content

July 10, 2020—Amid extraordinary times in the global financial markets, exchange-traded funds have drawn substantial investment flows.

June 26, 2020—New rules governing electronic delivery of 401(k) disclosures are now final.

June 19, 2020—As the global coronavirus pandemic has made some fund investors more vulnerable to fraudsters, the industry is responding.

June 5, 2020—American investors young and old use mutual funds in pursuit of their savings goals. ICI research sheds light on how they choose the funds in which to invest.

Closed-end funds saw growth and increased attention in 2019. In the May 29, 2020, edition of Focus on Funds, ICI Economist James Duvall highlights key trends.

A lesser-known tax code provision can help nonworking spouses build savings in an individual retirement account (IRA). Learn more from Sarah Holden, senior director of retirement and investor research.

May 1, 2020—The SECURE Act aims to cut red tape and offer new savings incentives.

Focus on Funds New Rules Encourage Long-Term Savers The recently passed SECURE Act has provisions to help retirement savers young and old. In the April 24, 2020, edition of Focus on Funds, ICI Associate General Counsel Elena Barone Chism highlights important changes affecting 401(k)s...

Focus on Funds Maximize Your Tax Savings with Individual Retirement Accounts There’s still time to cut your 2019 tax bill by opening or contributing to an individual retirement account (IRA). In the April 3, 2020, edition of Focus on Funds, ICI Senior Director of Retirement and...

Focus on Funds Fund Fees Continue Decades-Long Decline US mutual fund investors continue to see expenses and fees fall for a variety of asset classes. In the March 27, 2020, edition of Focus on Funds, ICI Economist James Duvall shares highlights from the latest report. Transcript...