Providers
Artisan Partners
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2017 | $15,940 |
Year ending 12/31/2016 | $15,218 |
Year ending 12/31/2015 | $18,305 |
Total DCIO funds | 14 |
TOP DCIO FUND | |
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Fund name | Artisan Mid Cap Fund |
Fund assets ($MM) | $4,146 |
Portfolio manager | M. Kamm |
Start date | 2003 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 60% |
Collectives | 5% |
Separate accounts | 35% |
Stocks | 99% |
Bonds (excluding stable value) | 1% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 29 |
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