Providers
Fidelity Investments
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2016 | $76,520 |
Year ending 12/31/2015 | $75,470 |
Year ending 12/31/2014 | $74,101 |
Total DCIO funds | 214 |
TOP DCIO FUND | |
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Fund name | FidelityContrafund |
Fund assets ($MM) | $17,049 |
Portfolio manager | W. Danoff |
Start date | 1990 |
Number of TDF series | 2 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 93% |
Collectives | 5% |
Separate accounts | 3% |
Stocks | 80% |
Bonds (excluding stable value) | 11% |
Stable value/Money market | 3% |
Asset allocation (target-date, target-risk, balanced) | 6% |
% Active/Passive | 91/9 |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 15 |
Salespeople focused on institutional | 0 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS |
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NA = Not availabe |