Division Of Investment Management: Report On Mutual Fund Fees And Expenses
- Topics:
- Equity,
- Reporting and Control
- Tags:
- Benefits,
- Finance,
- Human Resources,
- Investment,
- Mutual Fund,
- Mutual Fund Fee,
- Mutual Funds,
- Retirement Plans
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Overview: This Report of the Division of Investment Management on Mutual Fund Fees and Expenses ("Report") presents the study of trends in mutual fund fees and expenses experienced over the past twenty years. The conducted study is of fees in light of:(1) the significant growth in the mutual fund industry during the period; (2) U.S. households' increasing reliance on mutual funds to finance retirement, housing, and children's education; (3) the significant impact that mutual fund fees and expenses have on investor returns; and (4) the ongoing debate over the appropriate level of mutual fund fees and expenses. It anticipate that the Report will be useful to Congress and the Commission in overseeing the mutual fund industry. Moreover, the believe is that this information may be useful to members of the mutual fund industry, including fund directors, and to the investing public. The current regulatory framework for mutual fund fees relies on a combination of disclosure, investor education, and procedural safeguards. To further improve the effectiveness of the current framework, the following recommendations are After-Tax Return Dollar Amount of Fund Fees.
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Format: HTML | Date: Dec 2000
