Exploring the Impact of the DOL Fiduciary Rule on High-Load Mutual Funds

Though the DOL’s Fiduciary Rule has given way to the SEC’s Regulation Best Interest, our analysis shows that the proposed rule caused a decline in asset flows to high-load mutual funds. This goes against previous trends, as high-load mutual funds showed consistently strong performance. In this research, our policy team unpacks this trend change.

In this report, you will learn:
  • Our analysis of excess loads’ impact on inflows
  • Trends in high-load fund market share throughout the 2000s
  • Average performance of portfolios that include funds with excess loads
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