Providers
The Vanguard Group Inc. (Vanguard)
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $1,089,300 |
Year ending 12/31/2019 | $927,900 |
Total DCIO funds | 110 |
Number of TDF series | 7 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Institutional Index Fund All Classes |
DCIO Fund assets ($MM) | $87,184 |
Portfolio manager | Donald M. Butler and Michelle Louie |
First Year Managing Fund | 2000 and 2017 respectively |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 56% |
Collective investment trusts | 29% |
Separate accounts | 15% |
Equity | 27% |
Hybrid/Multi-Asset | 21% |
Stable value/Money market | 4% |
Fixed-Income | 5% |
% Active Management | 25% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 104 |
Salespeople focused on institutional | 105 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | NR |
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