Providers

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

Hartford Funds

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$14,786
Year ending 12/31/2019$13,869
Total DCIO funds47
Number of TDF seriesNR
LARGEST STANDALONE DCIO FUND
Fund nameHartford Funds Midcap
DCIO Fund assets ($MM)$1,811
Portfolio managerPhilip W. Ruedi, CFA, Mark A. Whitaker, CFA
First Year Managing Fund2004, 2004
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds100%
Collective investment trusts0%
Separate accounts0%
Equity89%
Hybrid/Multi-Asset4%
Stable value/Money market0%
Fixed-Income5%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers10
Salespeople focused on institutional3
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS92
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.