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US Mutual Fund Expense Ratios: A Steady, Substantial Decline

ICI Research has been tracking US mutual fund expense ratios since 1996, and they’ve been steadily declining ever since. This video looks broadly at the latest data across major types of US mutual funds and the three key factors driving the decline.
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Jump In for Mutual Fun

Mutual funds are investment pools, in which a professional manager invests a pool of money on behalf of many investors. Why have 100 million investors in the United States jumped into these pools? Professional management, diversification, cost-effectiveness, and ready access to funds...
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Mutual Fund Investors Are Steadfast

Investors in long-term mutual funds have never been quick to redeem their holdings, even in periods of market stress. This continued to be true in March 2020 during the COVID-19 market turmoil. Ultimately, long-term mutual fund investors know that taking this course will help them...
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ICI Explains: An ESG Roadmap (video)

With the growing number of choices in environmental, social, and governance (ESG) investments, ICI has developed a terminology guide to help investors understand the ESG investing options that mutual funds provide.
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When Will My 401(k) Balance Get Back on Track Again?

ICI Explains When Will My 401(k) Balance Get Back on Track Again? As the COVID-19 pandemic hit financial markets in the first quarter of 2020, many of America’s 401(k) savers are asking: when will my balance get back on track again? To answer this question, the following video...
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ICI Policy Video: The Trouble with Financial Transaction Taxes

ICI Policy Video The Trouble with Financial Transaction Taxes A financial transaction tax (FTT) is a tax on the sale and/or purchase of a security. Although supporters say this type of tax is small, ICI research shows otherwise. This short video looks at how an FTT would affect...