Providers
Federated Investors
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $43,594 |
Year ending 12/31/2016 | $44,820 |
Year ending 12/31/2015 | $43,956 |
Total DCIO funds | 53 |
TOP DCIO FUND | |
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Fund name | Federated Total Return Bond fund |
Fund assets ($MM) | $2,455 |
Portfolio manager | D. Ellenberger |
Start date | 2013 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 89% |
Collectives | 10% |
Separate accounts | 1% |
Stocks | 35% |
Bonds (excluding stable value) | 35% |
Stable value/Money market | 30% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 96/4 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 10 |
Salespeople focused on institutional | 4 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 87 |
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