RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Top 10 Providers
| DCIO MANAGERS, BY ASSETS ($MM AS OF Q1 2018) | ||
|---|---|---|
| 1 | BlackRock | $889,411 |
| 2 | Vanguard | $643,339 |
| 3 | Nuveen | $488,244 |
| 4 | State Street Global Advisors | $356,953 |
| 5 | T. Rowe Price | $324,000 |
| 6 | Capital Group/American Funds | $305,890 |
| 7 | J.P. Morgan Asset Management | $195,866 |
| 8 | Wells Fargo Asset Management | $122,703 |
| 9 | PIMCO | $113,320 |
| 10 | Dodge & Cox | $101,670 |
| TOP DCIO FUNDS, BY ASSETS ($MM AS OF Q1 2018) | ||
|---|---|---|
| 1 | T. Rowe Price Retirement Date Funds | $226,352 |
| 2 | BlackRock LifePath Target Date Fund | $204,864 |
| 3 | J.P. Morgan SmartRetirement | $111,095 |
| 4 | Vanguard Institutional Index Fund Institutional Plus | $90,986 |
| 5 | American Funds EuroPacific Growth Fund | $90,804 |
| 6 | State Street Global Advisors S&P 500 | $88,969 |
| 7 | AB Target-Date Strategies | $47,208 |
| 8 | Dodge & Cox Stock Fund | $36,742 |
| 9 | PIMCO Total Return Fund | $32,440 |
| 10 | TIAA-CREF Lifecycle Series | $31,083 |
| NUMBER OF DCIO FUNDS AVAILABLE ON RECORDKEEPING PLATFORMS | ||
|---|---|---|
| 1 | Vanguard | 315 |
| 2 | Fidelity Investments | 275 |
| 3 | BlackRock | 170 |
| 4 | Dimensional Fund Advisors | 150 |
| 5 | PIMCO | 131 |
| 6 | Franklin Templeton | 125 |
| 7 | J.P. Morgan Asset Management | 118 |
| 8 | Nuveen | 117 |
| 9 | Charles Schwab Investment Management, Inc. | 113 |
| 10 | Wells Fargo Asset Management | 106 |
| NUMBER OF TARGET-DATE AND TARGET-RISK FUND SERIES | ||
|---|---|---|
| 1 | Virtus | 10 |
| 1 | Voya | 10 |
| 3 | Franklin Templeton | 9 |
| 4 | Fidelity Investments | 7 |
| 5 | Vanguard | 6 |
| 6 | AB | 4 |
| 6 | BlackRock | 4 |
| 6 | Charles Schwab Investment Management, Inc. | 4 |
| 6 | Cohen & Steers | 4 |
| 6 | PGIM Investments | 4 |
| LARGEST INCREASE IN DCIO ASSETS (2016 VS. 2017) | ||
|---|---|---|
| 1 | Janus | 31.0% |
| 2 | Vanguard | 30.7% |
| 3 | Capital Group/American Funds | 30.5% |
| 4 | Dimensional Fund Advisors | 26.7% |
| 5 | AB | 25.7% |
| 6 | T. Rowe Price | 24.9% |
| 7 | BlackRock | 23.6% |
| 8 | MFS Investment Management | 23.2% |
| 9 | MassMutual Funds | 22.6% |
| 9 | State Street Global Advisors | 22.6% |
| LARGEST INCREASE IN DCIO ASSETS (12/31/2017 VS Q1 2018) | ||
|---|---|---|
| 1 | DWS | 39.0% |
| 2 | Charles Schwab Investment Management, Inc. | 19.8% |
| 3 | MassMutual Funds | 13.4% |
| 4 | Loomis, Sayles & Co., L.P. | 4.0% |
| 4 | AB | 4.0% |
| 6 | T. Rowe Price | 3.9% |
| 6 | Wellington Management Company LLP | 3.9% |
| 8 | Janus | 3.0% |
| 9 | Capital Group/American Funds | 2.5% |
| 10 | Putnam | 1.7% |