Providers
AB
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $51,883 |
Year ending 12/31/2016 | $48,880 |
Year ending 12/31/2015 | $46,618 |
Total DCIO funds | 41 |
TOP DCIO FUND | |
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Fund name | Target-Date Strategies |
Fund assets ($MM) | $36,468 |
Portfolio manager | Multi-asset portfolio team |
Start date | Since inception |
Number of TDF series | 4 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 18% |
Collectives | 2% |
Separate accounts | 80% |
Stocks | 19% |
Bonds (excluding stable value) | 10% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 71% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 4 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 105 |
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