Providers
MassMutual Investments
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $76,990* |
Year ending 12/31/2019 | $65,488 |
Total DCIO funds | 39 |
Number of TDF series | 2 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | MassMutual Mid Cap Growth Fund |
DCIO Fund assets ($MM) | $9,827 |
Portfolio manager | T. Rowe Price (Brian Berghuis) / Frontier Capital (Chris Scarpa, Ravi Dabas) |
First Year Managing Fund | 2000 / 2010 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 60% |
Collective investment trusts | 1% |
Separate accounts | 0% |
Equity | 33% |
Hybrid/Multi-Asset | 24% |
Stable value/Money market | 39% |
Fixed-Income | 4% |
% Active Management | 90% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 10 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 30 |
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*Does not include MML/MMLII Funds. |