RESEARCH

2015 DCIO Survey

Providers

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MFS Investment Management

TOTAL DCIO ASSETS ($MM)
Q1 2015$53,998
Year ending 12/31/2014$51,879
Year ending 12/31/2013$48,273
TOP DCIO FUND
Fund nameMFS Value Fund
Fund assets ($MM)$12,635
Portfolio managerNevin Chitkara, Steven Gorham
Start date2007, 2002
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds81%
Collectives7%
Separate accounts12%
Stocks75%
Bonds (excluding stable value)10%
Stable value0%
Money market0%
Asset allocation*15%
% Active/Passive
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers9
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Target-date evaluation tools
Training for DC plan sales/service
Investment committee meetings
# OF RK SELLING AGREEMENTS38
*Target-date, target-risk, balanced.

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.