This annual report provides valuable clarity and benchmarking of share class pricing and distribution channel trends within the adviser-sold space, along with 10+ years of historical trending data. It is based on a proprietary SI survey of mutual fund managers, who last year reported over $1 trillion of gross fund sales.

This analysis sheds insight on pertinent developments such as zero/zero share class adoption and pricing demands within fee-based platforms, as well as current and future impact of regulation and other market forces to share class use. It also provides benchmarking of sales growth across key adviser-sold distribution channels, including breakouts of fee-based platform and the defined contribution investment-only sales.