Providers

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TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$4,465
Year ending 12/31/2019$6,121
Total DCIO funds18
Number of TDF series0
LARGEST STANDALONE DCIO FUND
Fund nameTotal Return Bond Fund
DCIO Fund assets ($MM)$2,582
Portfolio managerJeffrey Gundlach, Andrew Hsu, CFA, and Ken Shinoda, CFA
First Year Managing Fund4/6/2010
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds86%
Collective investment trusts14%
Separate accounts0%
Equity13%
Hybrid/Multi-Asset0%
Stable value/Money market0%
Fixed-Income87%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers1
Salespeople focused on institutional1
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS150
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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.