Providers
PIMCO
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2017 | $102,458 |
Year ending 12/31/2016 | $101,984 |
Year ending 12/31/2015 | $108,856 |
Total DCIO funds | 114 |
TOP DCIO FUND | |
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Fund name | PIMCO Total Return Fund |
Fund assets ($MM) | $33,604 |
Portfolio manager | S. Mather, M. Kiesel, M. Worah |
Start date | 2014 |
Number of TDF series | 2 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 61% |
Collectives | 2% |
Separate accounts | 37% |
Stocks | 2% |
Bonds (excluding stable value) | 76% |
Stable value/Money market | 20% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 0 |
Salespeople focused on institutional | 0 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS |
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