Providers
Putnam Investments
TOTAL DCIO ASSETS (US only) ($MM) | |
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Year ending 12/31/2020 | $31,007 |
Year ending 12/31/2019 | $25,807 |
Total DCIO funds | 41 |
Number of TDF series | 2 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Putnam Stable Value Fund |
DCIO Fund assets ($MM) | $11,580 |
Portfolio manager | Steven Horner/D. William Kohli |
First Year Managing Fund | 2003/2003 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 30% |
Collective investment trusts | 65% |
Separate accounts | 5% |
Equity | 24% |
Hybrid/Multi-Asset | 32% |
Stable value/Money market | 40% |
Fixed-Income | 4% |
% Active Management | 99% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 11 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 150 |
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