Providers

To access this premium content, please sign up for a free account!

Dodge & Cox

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$103,868
Year ending 12/31/2019$102,500
Total DCIO funds6
Number of TDF series0
LARGEST STANDALONE DCIO FUND
Fund nameDodge & Cox Stock Fund
DCIO Fund assets ($MM)$37,443
Portfolio managerU.S. Equity Investment Committee
First Year Managing Fund1965
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds71%
Collective investment trusts0%
Separate accounts29%
Equity58%
Hybrid/Multi-Asset5%
Stable value/Money market12%
Fixed-Income25%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisersNR
Salespeople focused on institutionalNR
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS47
1 3 4 5

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.