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Operating Expense Ratios, Assets, and Economies of Scale in Equity ... File Format: PDF/Adobe Acrobat - View as HTML See Stephen P. Ferris and Don M. Chance, “The Effect of 12b-1 Plans on Mutual Fund Expense Ratios: A Note,” The Journal of Finance, 42 (1987), p. 1081; Don ...
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ICI 401(k) Participant Activity Study Shows 2008 Activity In Line ... Mar 9, 2009 ... The Investment Company Institute (ICI) released survey data about 401(k) about participant activity that update numbers through the end of ...
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Mutual Funds: Investing in America's Future The Investment Company Institute, the national association of American mutual funds, maintains this website to enhance public understanding of mutual funds ...
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About the Investment Company Institute In 1970, ICI relocated to Washington, DC. Unit investment trusts were welcomed as Institute members in 1985. The Institute sponsors this website as part of ...
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ICI Unveils Draft XBRL Taxonomy For Public Review, January 2007 Jan 4, 2007 ... A new draft taxonomy for eXtensible Business Reporting Language (XBRL) will allow mutual funds to.
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The Cost of Buying and Owning Mutual Funds (Fundamentals Vol. 13 ... File Format: PDF/Adobe Acrobat are incurred on the purchase amount, ICI has used sales-weighted averages to measure the actual costs incurred by shareholders when purchasing shares. ...
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ICI Comments on Proposed SEC Rules Concerning Hedge Funds and ... ICI questions whether a proposed antifraud rule is necessary to improve the SEC's ... 7 Persons investing in private pools are also subject to net worth and ...
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Frequently Asked Questions About Money Market Funds ICI's updated background information on money market funds takes a closer ... What are "government investment pools" or "local government investment pools"? ...
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ICI General Counsel Addresses Tax and Accounting Conference ... Oct 4, 2004 ... Elizabeth Krentzman, ICI's general counsel, discussed fund disclosure, compliance issues, fair value pricing, and other issues in her ...
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A Guide to Understanding 529 Plans This brochure outlines the options available for investing in 529 savings plans. ... There are two types of 529 plans: prepaid tuition plans, which are set ...
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