Providers
Charles Schwab Investment Management, Inc.
TOTAL DCIO ASSETS (US only) ($MM) | |
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Year ending 12/31/2020 | $55,000 |
Year ending 12/31/2019 | $49,000 |
Total DCIO funds | 54 |
Number of TDF series | 4 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Schwab S&P 500 Index Fund |
DCIO Fund assets ($MM) | $11,280 |
Portfolio manager | Christopher Bliss, Ferian Juwono, Sabya Sinha, Jeremy Brown |
First Year Managing Fund | 2017, 2013, 2017, 2019 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 43% |
Collective investment trusts | 36% |
Separate accounts | 0% |
Equity | 46% |
Hybrid/Multi-Asset | 41% |
Stable value/Money market | 8% |
Fixed-Income | 5% |
% Active Management | 10% |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 14 |
Salespeople focused on institutional | 14 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 34 |
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