Providers
J.P.Morgan Asset Management
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $261,364 |
Year ending 12/31/2019 | $216,890 |
Total DCIO funds | 64 |
Number of TDF series | 6 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | JPM Large Cap Growth Fund |
DCIO Fund assets ($MM) | $15,963 |
Portfolio manager | NR |
First Year Managing Fund | NR |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 45% |
Collective investment trusts | 31% |
Separate accounts | 24% |
Equity | 27% |
Hybrid/Multi-Asset | 58% |
Stable value/Money market | 5% |
Fixed-Income | 8% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 22 |
Salespeople focused on institutional | 7 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 42 |
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