Providers
Fidelity Investments
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $114,083 |
Year ending 12/31/2019 | $123,422 |
Total DCIO funds | 472 |
Number of TDF series | 7 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | Fidelity 500 Index |
DCIO Fund assets ($MM) | $31,926 |
Portfolio manager | Geode Capital Management |
First Year Managing Fund | 2003 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 96% |
Collective investment trusts | 4% |
Separate accounts | 0% |
Equity | 89% |
Hybrid/Multi-Asset | 0% |
Stable value/Money market | 2% |
Fixed-Income | 9% |
% Active Management | 42% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 9 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | NR |
---|