Providers
American Century Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $43,113 |
Year ending 12/31/2016 | $41,275 |
Year ending 12/31/2015 | $36,917 |
Total DCIO funds | 85 |
TOP DCIO FUND | |
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Fund name | One Choice Target Date |
Fund assets ($MM) | $18,260 |
Portfolio manager | S. Wittman, R. Weiss, S. Wilson, R. Gabudean |
Start date | |
Number of TDF series | 1 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 82% |
Collectives | 10% |
Separate accounts | 8% |
Stocks | 50% |
Bonds (excluding stable value) | 6% |
Stable value/Money market | 1% |
Asset allocation (target-date, target-risk, balanced) | 43% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 17 |
Salespeople focused on institutional | 7 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 175 |
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