Providers
Allianz Global Investors
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $12,614 |
Year ending 12/31/2013 | $13,003 |
Year ending 12/31/2012 | $12,923 |
TOP DCIO FUND | |
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Fund name | NFJ Small Cap Value |
Fund assets ($MM) | $6,184 |
Portfolio manager | P. Magnuson, B. Fischer |
Start date | 1995, 1991 (inception) |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 95% |
Collectives | 3% |
Separate accounts | 2% |
Stocks | 86% |
Bonds (excluding stable value) | 6% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 8% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 10 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 61 |
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*Target-date, target-risk, balanced. |