Providers
Columbia Threadneedle
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $28,220 |
Year ending 12/31/2019 | $22,950 |
Total DCIO funds | NR |
Number of TDF series | NR |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Col Dividend Inc |
DCIO Fund assets ($MM) | $4,882 |
Portfolio manager | Scott L. Davis, Michael Barclay |
First Year Managing Fund | 1998 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 75% |
Collective investment trusts | 7% |
Separate accounts | 1% |
Equity | 84% |
Hybrid/Multi-Asset | 5% |
Stable value/Money market | 5% |
Fixed-Income | 6% |
% Active Management | 84% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 11 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | NR |
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