Providers
Franklin Templeton
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $62,544 |
Year ending 12/31/2019 | $57,796 |
Total DCIO funds | 149 |
Number of TDF series | 1 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Western Asset Core Plus Bond Fund |
DCIO Fund assets ($MM) | $8,493 |
Portfolio manager | Western Asset Team |
First Year Managing Fund | 1971 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 70% |
Collective investment trusts | 19% |
Separate accounts | 10% |
Equity | 51% |
Hybrid/Multi-Asset | 7% |
Stable value/Money market | 0.3% |
Fixed-Income | 41% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 16 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 30 |
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