Mutual Funds Content

A new report released by the Investment Company Institute shows the average expense ratios for both actively managed and index mutual funds have decreased over the past 29 years, contributing to the overall decline in mutual fund expense ratios.

Across the country, families are still feeling squeezed after the pandemic-era inflation. Prices remain high, mortgage rates are elevated, and many communities struggle to attract the investment they...

The repo market is vital to government bond markets, but its key vulnerabilities stem from leveraged, short‑term financing structures and not from regulated mutual funds. What matters is not who participates in repo transactions, but how vulnerabilities are generated.

Regulated funds have broadened participation in American capital markets, with ownership rising significantly among middle- and lower-income households over the past two decades, according to data...

Congress will soon weigh a new set of reforms aimed at boosting capital formation—a worthy goal that could translate into faster economic growth, more jobs, and greater household wealth.

ICI's latest report shows middle-income household mutual fund ownership rose from 43% in 2005 to 57% in 2025. The largest increase occurred in the second income quintile.

(Originally published in Barron's October 2, 2025) Mutual funds have long been the investment vehicle of choice for middle-class Americans saving for retirement, college, or homeownership. They are...

The Investment Company Institute President and CEO Eric J. Pan released the following statement following the Securities and Exchange Commission’s notice that they intend to grant exemptive relief to offer dual share class funds.