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Fact Book

2024 Investment Company Fact Book (pdf)

Perspective

What US Households Consider When They Select Mutual Funds, 2023 (pdf)

Perspective

Trends in the Expenses and Fees of Funds, 2023 (pdf)

Perspective

Supplemental Tables: Trends in the Expenses and Fees of Funds, 2023 (xls)

News Release

Investment Company Institute Announces Inaugural Research Summer Workshop

February 13, 2024—ICI announced its Inaugural Research Summer Workshop on Regulated Funds and Retail...

Research

American Views on Defined Contribution Plan Saving, 2023 (pdf)

Research

Supplemental Tables: American Views on Defined Contribution Plan Saving, 2023 (xlsx)

Research

IRA Mutual Fund Investors Reap the Benefits of Declining Fund Expense Ratios (pdf)

News Release

ICI Publishes 63rd Edition of Investment Company Fact Book

May 23, ICI published its 2023 Investment Company Fact Book ahead of its Leadership Summit in...

12b-1 Fees
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