Providers
John Hancock Investment Management
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $20,902 |
Year ending 12/31/2019 | $13,639 |
Total DCIO funds | 50 |
Number of TDF series | 4 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Disciplined Value Mid Cap |
DCIO Fund assets ($MM) | $3,880 |
Portfolio manager | Boston Partners |
First Year Managing Fund | July, 2010 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 66% |
Collective investment trusts | 18% |
Separate accounts | 0% |
Equity | NR |
Hybrid/Multi-Asset | NR |
Stable value/Money market | 16% |
Fixed-Income | NR |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 50 |
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