Providers
PIMCO
TOTAL DCIO ASSETS (US only) ($MM) | |
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Year ending 12/31/2020 | $124,759 |
Year ending 12/31/2019 | $116,713 |
Total DCIO funds | 133 |
Number of TDF series | 1 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | PIMCO Total Return Fund |
DCIO Fund assets ($MM) | $29,249 |
Portfolio manager | Scott Mather, Mark Kiesel and Mohit Mittal |
First Year Managing Fund | Mather and Kiesel (2014), Mittal (2019) |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 57% |
Collective investment trusts | 5% |
Separate accounts | 38% |
Equity | 4% |
Hybrid/Multi-Asset | 6% |
Stable value/Money market | 25% |
Fixed-Income | 65% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 12 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 38 |
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