11 Oct 2017
First published in 2009, the Morningstar Global Fund Investor Experience study has promoted a
dialogue about global best practices for mutual funds from the perspective of fund investors. This
biennial report measures the experiences of mutual fund investors in 25 countries across North
America, Europe, Asia, and Africa. Morningstar researchers evaluated countries in four categories—
Regulation and Taxation, Disclosure, Fees and Expenses, and Sales. The grading scale was changed
in the 2017 study to better express where a country sits relative to global peers.