Providers
Capital Group|American Funds
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $422,196 |
Year ending 12/31/2019 | $363,948 |
Total DCIO funds | 45 |
Number of TDF series | 2 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | EuroPacific Growth Fund® |
DCIO Fund assets ($MM) | $104,635 |
Portfolio manager | NR |
First Year Managing Fund | NR |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 97% |
Collective investment trusts | 3% |
Separate accounts | 0% |
Equity | 58% |
Hybrid/Multi-Asset | 39% |
Stable value/Money market | 1% |
Fixed-Income | 2% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 125 |
Salespeople focused on institutional | 32 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 207 |
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