Providers
Principal Global Investors
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $18,124 |
Year ending 12/31/2019 | $15,500 |
Total DCIO funds | 61 |
Number of TDF series | 4 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | LARGECAP GROWTH FUND I (I) |
DCIO Fund assets ($MM) | $2,472 |
Portfolio manager | Randy Welch, James Fennessey |
First Year Managing Fund | 2000 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 87% |
Collective investment trusts | 10% |
Separate accounts | 3% |
Equity | 70% |
Hybrid/Multi-Asset | 18% |
Stable value/Money market | 3% |
Fixed-Income | 9% |
% Active Management | 95% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 6 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 50 |
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