Providers
PGIM Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $73,881 |
Year ending 12/31/2016 | $71,726 |
Year ending 12/31/2015 | $66,575 |
Total DCIO funds | 70 |
TOP DCIO FUND | |
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Fund name | Prudential Total Return Bond/Core Plus |
Fund assets ($MM) | $15,858 |
Portfolio manager | M. Collins, R. Tipp, R. Piccirillo, G. Peters |
Start date | 2009, 2002, 2012, 2014 |
Number of TDF series | 4 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 32% |
Collectives | 50% |
Separate accounts | 18% |
Stocks | 33% |
Bonds (excluding stable value) | 65% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 2% |
% Active/Passive | 5/95 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 55 |
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