Providers
Capital Group/American Funds
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2017 | $311,728 |
Year ending 12/31/2016 | $288,654 |
Year ending 12/31/2015 | $268,259 |
Total DCIO funds | 35 |
TOP DCIO FUND | |
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Fund name | EuroPacific Growth Fund |
Fund assets ($MM) | $73,262 |
Portfolio manager | Multiple manager |
Start date | |
Number of TDF series | 1 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 99% |
Collectives | 1% |
Separate accounts | 0% |
Stocks | 65% |
Bonds (excluding stable value) | 4% |
Stable value/Money market | 6% |
Asset allocation (target-date, target-risk, balanced) | 25% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 87 |
Salespeople focused on institutional | 59 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 217 |
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