RESEARCH

2017 PLANADVISER DCIO Survey

Providers

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Dodge & Cox

TOTAL DCIO ASSETS ($MM)
Q1 2017$96,714
Year ending 12/31/2016$92,605
Year ending 12/31/2015$82,784
Total DCIO funds6
TOP DCIO FUND
Fund nameDodge & Cox Stock Fund
Fund assets ($MM)$34,861
Portfolio managerU.S. equity investment committee
Start date1965
Number of TDF series0
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds75%
Collectives0%
Separate accounts25%
Stocks65%
Bonds (excluding stable value)17%
Stable value/Money market10%
Asset allocation (target-date, target-risk, balanced)8%
% Active/Passive100/0
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers0
Salespeople focused on institutional0
Compliance support
Plan benchmarking
Target-date evaluation tools
# OF RECORDKEEPER SELLING AGREEMENTS69
1 7 8 9 10 11 15

ARCHIVE

DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.