Providers
State Street Global Advisors
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $481,067 |
Year ending 12/31/2019 | $400,740 |
Total DCIO funds | 73 |
Number of TDF series | 4 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | S&P 500® Index |
DCIO Fund assets ($MM) | $117,860 |
Portfolio manager | Team Managed |
First Year Managing Fund | 1996 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 4% |
Collective investment trusts | 71% |
Separate accounts | 25% |
Equity | 63% |
Hybrid/Multi-Asset | 25% |
Stable value/Money market | 1% |
Fixed-Income | 10% |
% Active Management | 0% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 6 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 33 |
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