RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
MFS Investment Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $66,239 |
| Year ending 12/31/2017 | $67,832 |
| Year ending 12/31/2016 | $55,054 |
| Total DCIO funds | 60 |
| TOP DCIO FUND | |
|---|---|
| Fund name | MFS Value |
| Fund assets ($MM) | $15,440 |
| Portfolio manager | S. Gorham |
| Start date | 2001 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 82% |
| Collective investment trusts | 7% |
| Separate accounts | 11% |
| Stocks | 81% |
| Bonds (excluding stable value) | 4% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 15% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 15 |
| Salespeople focused on institutional | 4 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
|---|