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Mutual Funds Insight provides perspective and education for mutual fund management, directors, compliance officers, and counsel via Perspectives & Insights reports, in-depth research, fund highlights, and on-site presentations.

Latest Perspectives and Insights: Windows Into the Mutual Fund Industry—April 2006 (5/19/2006) The rapid growth of many funds has triggered an accelerating pace of closing or limiting investor access to such funds. This issue of our Windows Into the Mutual Fund Industry report covers a number of dimensions of closed funds. We also touch on some of the benefits of growth and scale, including the decline in advisory fees and brokerage commissions for securities trading.

A Status Report on the Use of Performance-Based Fees in Mutual Funds (2/10/2006)
Almost $600 billion of equity fund assets apply performance-based advisory fee, but performance-based formulas vary substantially. We examine structure, asymmetries, limitations.

The Use of 12b-1 Fees Among Funds “Closed” to New Investors (5/17/2005)
Most funds that close to new investors do not change their 12b-1 fee policy.