Providers
Dodge & Cox
TOTAL DCIO ASSETS ($MM) | |
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Q1 2016 | $83,117 |
Year ending 12/31/2015 | $82,784 |
Year ending 12/31/2014 | $81,370 |
Total DCIO funds | 6 |
TOP DCIO FUND | |
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Fund name | Dodge & Cox Stock Fund |
Fund assets ($MM) | $28,889 |
Portfolio manager | Dodge & Cox Investment Policy Committee |
Start date | 1965 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 75% |
Collectives | 0% |
Separate accounts | 25% |
Stocks | 64% |
Bonds (excluding stable value) | 19% |
Stable value/Money market | 9% |
Asset allocation (target-date, target-risk, balanced) | 8% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 0 |
Salespeople focused on institutional | 0 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 68 |
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NA = Not availabe |