From 2019 to 2022, the economic landscape was very volatile, resulting in many Americans shifting their assets from one type to another. During the same time, American net worth jumping a record ...

Upright Assets Allocation Plus earns an Average Process ... A higher expense ratio reduces net returns and decreases the team's odds of success. The firm's lasting product shelf is its strength.

Data source: KKR (2024). ASSETS High-net-worth, asset allocation as a percent of AUM Family offices, asset allocation as a percent of AUM One of the main selling points of alternative investments ...

Transamerica Asset Allocation Growth Fd earns a Below Average ... However, its impressive 21.4% return is worth mentioning, a 3.3-percentage-point lead over its average peer, placing it within ...