Providers
Manning & Napier Advisors, LLC
TOTAL DCIO ASSETS ($MM) | |
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Q1 2018 | $4,964 |
Year ending 12/31/2017 | $5,364 |
Year ending 12/31/2016 | $9,621 |
Total DCIO funds | 29 |
TOP DCIO FUND | |
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Fund name | Retirement Target Collective Trust* |
Fund assets ($MM) | $925 |
Portfolio manager | Global Core Team |
Start date | 2015 |
Number of TDF series | 3 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 30% |
Collective investment trusts | 33% |
Separate accounts | 37% |
Stocks | 12% |
Bonds (excluding stable value) | 11% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 77% |
% Active/Passive | 100%/0% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 4 |
Salespeople focused on institutional | 7 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 57 |
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*Manning & Napier Retirement Target Collective Investment Trust Funds. |