Powerful market forces, along with future impact of the DOL Fiduciary Rule, have created an inflection point in mutual fund share class pricing and adviser-sold distribution.

Released in June 2016, the ninth annual Fund Sales Benchmarking report provides valuable clarity and benchmarking of share class pricing and distribution channel trends within the adviser-sold space. This study also includes analysis of fund sales at 10 leading broker-dealers—allowing for more granular benchmarking of sales trends within these important firms.