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The Voice of Canada’s Investment Funds Industry

Cost of Ownership



Documents

2017
Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios: September 2017 Update

This report provides a comprehensive assessment of the full cost of owning mutual funds in Canada and the United States. 2017 update to the 2012 study by Strategic Insight.


Economic Impact Assessment of Banning Embedded Commissions in the Sale of Mutual Funds - PwC

2015
2015 Update - Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios - A Canada - U.S. Perspective

May 2015 Update to the 2012 study by Investor Economics and Strategic Insight


2013
U.S. and Canadian Mutual Funds Costs to Advisor-Assisted Investors are Comparable - New Studies Show

2012
Comparative Summary Paper - A Canada-US Perspective (November 2012)

US Study - Perspectives on the Evolution of the US Fund Industry and Shareholders' Total Costs of Ownership (November 2012)

Canadian Study - Mutual Fund MERs and Cost to Customer in Canada (September 2012)