Advisors: Are your clients holding onto more cash? You’re not alone.
- In our latest report, we reveal how much money is sitting idle, the potential impact on clients financial goals, and how a balanced approach can consistently improve performance over time.
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19
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$9.9 trillion
Total assets under management held by our investment managers.*
* All data as of January 24, 2025.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing.
Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
