Providers
Wellington Management Company LLP
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2017 | $17,977 |
Year ending 12/31/2016 | $17,982 |
Year ending 12/31/2015 | $17,348 |
Total DCIO funds | 39 |
TOP DCIO FUND | |
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Fund name | Growth Equity |
Fund assets ($MM) | $2,070 |
Portfolio manager | A. Schilling |
Start date | 2000 |
Number of TDF series | 1 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 0% |
Collectives | 38% |
Separate accounts | 62% |
Stocks | 65% |
Bonds (excluding stable value) | 24% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 2% |
% 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 | 25 |
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