Washington, DC; July 16, 2025—Investment Company Institute (ICI) research released today finds that retirement savers in 401(k) plans saw average mutual fund expense ratios at historic lows for another year. The ICI’s new report, “ The Economics of Providing 401(k) Plans: Services...
Washington, DC, March 26, 2025—Investor interest in lower-cost funds fueled the downward trend in average equity mutual fund expense ratios in 2024, a new report from the Investment Company Institute shows. The report, Trends in the Expenses and Fees of Funds, 2024, highlights that...
Recent comparisons between the fees of US mutual funds and European UCITS funds rightfully acknowledge key structural differences between the two markets but don’t change the reality that the asset-weighted average cost of US mutual funds is significantly lower than that of UCITS...
Washington, DC, December 19, 2024—UCITS remain a global success story, serving as a cost-effective savings tool for investors worldwide since their adoption in 1985. An updated report from the Investment Company Institute (ICI), Ongoing Charges for UCITS in the European Union, 2023...
Washington, DC, August 21, 2024—The undeniable strength of the 401(k) system is seen in the report, The BrightScope/ICI Defined Contribution Plan Profile: A Close Look at 401(k) Plans, 2021, released today by ISS Market Intelligence (MI) and the Investment Company Institute (ICI)...
Washington, DC, July 16, 2024—The latest research from the Investment Company Institute (ICI), “ The Economics of Providing 401(k) Plans: Services, Fees, and Expenses, 2023,” shows that 401(k) plan participants have incurred substantially lower fees for holding mutual funds over the...
Washington, DC, March 21, 2024—The latest research from the Investment Company Institute (ICI) shows that the average expense ratio for equity mutual funds declined for the fourteenth straight year in 2023, while the average expense ratio for bond mutual funds remained unchanged from...
Brussels, Belgium; October 19, 2023—UCITS investors continue to benefit from lower ongoing charges, according to an updated report from the Investment Company Institute (ICI)— Ongoing Charges for UCITS in the European Union, 2022. This year’s report will help inform European policy...
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...
The EU Retail Investment Strategy (RIS) aims to advance the Capital Markets Union (CMU) and empower retail investors to save and invest more effectively, including through UCITS and similar products. One important element of the European Commission’s RIS proposal is a focus on “value...
