Providers
American Century Investments
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $46,783 |
Year ending 12/31/2019 | $43,348 |
Total DCIO funds | 65 |
Number of TDF series | 4 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | Mid Cap Value |
DCIO Fund assets ($MM) | $4,700 |
Portfolio manager | NR |
First Year Managing Fund | NR |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 68% |
Collective investment trusts | 30% |
Separate accounts | 2% |
Equity | 42% |
Hybrid/Multi-Asset | 52% |
Stable value/Money market | 1% |
Fixed-Income | 5% |
% Active Management | 99% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 12 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | NR |
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