RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
American Century Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $38,245 |
| Year ending 12/31/2015 | $36,917 |
| Year ending 12/31/2014 | $36,575 |
| Total DCIO funds | 89 |
| TOP DCIO FUND | |
|---|---|
| Fund name | One Choice Target Date |
| Fund assets ($MM) | $14,493 |
| Portfolio manager | S. Wittman, R. Weiss, S. Wilson, R. Gabudean |
| Start date | |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 83% |
| Collectives | 7% |
| Separate accounts | 9% |
| Stocks | 53% |
| Bonds (excluding stable value) | 7% |
| Stable value/Money market | 1% |
| Asset allocation (target-date, target-risk, balanced) | 39% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 16 |
| Salespeople focused on institutional | 9 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 114 |
|---|
| NA = Not availabe |