Providers
Macquarie Asset Management
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $10,468 |
Year ending 12/31/2019 | NR |
Total DCIO funds | 42 |
Number of TDF series | NR |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Delaware Value Fund |
DCIO Fund assets ($MM) | $2,486 |
Portfolio manager | Nikhil G. Lalvani, CFA, Robert A. Vogel Jr., CFA, Kristen E. Bartholdson, Erin Ksenak |
First Year Managing Fund | 2006, 2004, 2008, 2020 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 84% |
Collective investment trusts | 16% |
Separate accounts | 0% |
Equity | 89% |
Hybrid/Multi-Asset | 1% |
Stable value/Money market | 0% |
Fixed-Income | 10% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 50 |
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