Providers
Loomis, Sayles & Co., L.P.
TOTAL DCIO ASSETS ($MM) | |
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Q1 2018 | $22,399 |
Year ending 12/31/2017 | $21,533 |
Year ending 12/31/2016 | $19,977 |
Total DCIO funds | 21 |
TOP DCIO FUND | |
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Fund name | Core Plus Bond Fund |
Fund assets ($MM) | $2,771 |
Portfolio manager | P. Palfrey, R. Raczkowski |
Start date | 2003 |
Number of TDF series | 0 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 47% |
Collective investment trusts | 23% |
Separate accounts | 30% |
Stocks | 34% |
Bonds (excluding stable value) | 66% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 0% |
% Active/Passive | 100%/0% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | |
Salespeople focused on institutional | |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 1 |
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