Providers
T. Rowe Price
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $267,672 |
Year ending 12/31/2016 | $249,655 |
Year ending 12/31/2015 | $229,933 |
Total DCIO funds | 228 |
TOP DCIO FUND | |
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Fund name | T. Rowe Price Retirement Date Funds |
Fund assets ($MM) | $170,398 |
Portfolio manager | J. Clark |
Start date | 2002 |
Number of TDF series | 2 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 68% |
Collectives | 13% |
Separate accounts | 19% |
Stocks | 50% |
Bonds (excluding stable value) | 2% |
Stable value/Money market | 4% |
Asset allocation (target-date, target-risk, balanced) | 44% |
% Active/Passive | 95/5 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 24 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 50 |
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