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MFS Investment Management

TOTAL DCIO ASSETS (US only) ($MM)
Year ending 12/31/2020$87,204
Year ending 12/31/2019$78,783
Total DCIO funds70
Number of TDF series1
LARGEST STANDALONE DCIO FUND
Fund nameMFS Value Fund
DCIO Fund assets ($MM)$14,299
Portfolio managerNevin P. Chitkara;Katherine A. Cannan;
First Year Managing Fund2006, 2019
DCIO ASSET BREAKDOWN (does not include “other” categories)
Mutual funds82%
Collective investment trusts8%
Separate accounts11%
Equity89%
Hybrid/Multi-Asset9%
Stable value/Money market0%
Fixed-Income2%
% Active Management100%
ADVISER SUPPORT/SERVICES
Salespeople focused on advisers15
Salespeople focused on institutional6
Compliance support
Plan benchmarking
Lead generation
Target-date evaluation tools
# RECORDKEEPING PARTNERS50
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DCIO Survey

The reach of defined contribution investment only marketplace—and how industry insiders expect intermediaries to expand the current concentration of assets among a few DCIO providers to competing investment firms.