Providers
Loomis, Sayles & Company
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $31,448 |
Year ending 12/31/2019 | $25,677 |
Total DCIO funds | 17 |
Number of TDF series | 1 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | NR |
DCIO Fund assets ($MM) | NR |
Portfolio manager | NR |
First Year Managing Fund | NR |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 39% |
Collective investment trusts | 32% |
Separate accounts | 29% |
Equity | 25% |
Hybrid/Multi-Asset | 0% |
Stable value/Money market | 0% |
Fixed-Income | 76% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 7 |
Salespeople focused on institutional | 6 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 40 |
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