Providers
Hartford Funds
TOTAL DCIO ASSETS (US only) ($MM) | |
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Year ending 12/31/2020 | $14,786 |
Year ending 12/31/2019 | $13,869 |
Total DCIO funds | 47 |
Number of TDF series | NR |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Hartford Funds Midcap |
DCIO Fund assets ($MM) | $1,811 |
Portfolio manager | Philip W. Ruedi, CFA, Mark A. Whitaker, CFA |
First Year Managing Fund | 2004, 2004 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 100% |
Collective investment trusts | 0% |
Separate accounts | 0% |
Equity | 89% |
Hybrid/Multi-Asset | 4% |
Stable value/Money market | 0% |
Fixed-Income | 5% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 10 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 92 |
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