Providers
Great-West Financial
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2016 | $1,230 |
Year ending 12/31/2015 | $1,199 |
Year ending 12/31/2014 | $1,420 |
Total DCIO funds | 4 |
TOP DCIO FUND | |
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Fund name | Custom Stable Value Fund |
Fund assets ($MM) | $1,187 |
Portfolio manager | C. Tocher |
Start date | 1987 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 60% |
Collectives | 1% |
Separate accounts | 39% |
Stocks | 30% |
Bonds (excluding stable value) | 1% |
Stable value/Money market | 55% |
Asset allocation (target-date, target-risk, balanced) | 14% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 0 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 2 |
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NA = Not availabe |