Providers
Russell Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $8,829 |
Year ending 12/31/2016 | $8,400 |
Year ending 12/31/2015 | $8,200 |
Total DCIO funds | 84 |
TOP DCIO FUND | |
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Fund name | LifePoints® Institutional Target Date Strategy Funds |
Fund assets ($MM) | $1,300 |
Portfolio manager | B. Meath, R. Balkema |
Start date | 2014, 2016 |
Number of TDF series | 2 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 5% |
Collectives | 95% |
Separate accounts | 0% |
Stocks | 46% |
Bonds (excluding stable value) | 40% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 14% |
% Active/Passive | 90/10 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 3 |
Salespeople focused on institutional | 15 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 45 |
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