RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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MassMutual Funds

TOTAL DCIO ASSETS ($MM)
Q1 2017$23,100
Year ending 12/31/2016$23,000
Year ending 12/31/2015$22,400
Total DCIO funds40
TOP DCIO FUND
Fund nameMassMutual Select Mid Cap Growth Fund
Fund assets ($MM)$4,045
Portfolio managerB. Berghuis (T. Rowe Price), S. Knightly (Frontier), C. Scarpa (Frontier Capital)
Start date2000, 2010, 2010
Number of TDF series1
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collectives0%
Separate accounts0%
Stocks64%
Bonds (excluding stable value)18%
Stable value/Money market1%
Asset allocation (target-date, target-risk, balanced)17%
% Active/Passive80/20
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers3
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS30
1 7 8 9 10 11 15

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.