Providers
Janus
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $23,850 |
Year ending 12/31/2013 | $25,050 |
Year ending 12/31/2012 | $25,760 |
TOP DCIO FUND | |
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Fund name | Janus Balanced Fund |
Fund assets ($MM) | $4,860 |
Portfolio manager | Gibson Smith, Marc Pinto |
Start date | 2005 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 90% |
Collectives | 0% |
Separate accounts | 10% |
Stocks | 74% |
Bonds (excluding stable value) | 5% |
Stable value | 0% |
Money market | 1% |
Asset allocation* | 21% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 3 |
Salespeople focused on institutional | 1 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 225 |
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*Target-date, target-risk, balanced. |