Providers
Legg Mason
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $26,400 |
Year ending 12/31/2013 | $26,000 |
Year ending 12/31/2012 | $25,000 |
TOP DCIO FUND | |
---|---|
Fund name | Royce Penn. Mutual Fund` |
Fund assets ($MM) | $2,670 |
Portfolio manager | Chuck Royce |
Start date | 1972 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 85% |
Collectives | 3% |
Separate accounts | 12% |
Stocks | 65% |
Bonds (excluding stable value) | 33% |
Stable value | 0% |
Money market | 1% |
Asset allocation* | 1% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 8 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 62 |
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*Target-date, target-risk, balanced.`Royce Pennsylvania Mutual Fund. |