Providers
Fidelity Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $73,143 |
Year ending 12/31/2016 | $69,708 |
Year ending 12/31/2015 | $75,470 |
Total DCIO funds | 228 |
TOP DCIO FUND | |
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Fund name | FidelityContrafund |
Fund assets ($MM) | $14,865 |
Portfolio manager | W. Danoff |
Start date | 1990 |
Number of TDF series | 4 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 81% |
Collectives | 10% |
Separate accounts | 7% |
Stocks | 78% |
Bonds (excluding stable value) | 12% |
Stable value/Money market | 4% |
Asset allocation (target-date, target-risk, balanced) | 6% |
% Active/Passive | 90/10 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 14 |
Salespeople focused on institutional | 8 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 250 |
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