Providers
Nuveen Investments
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $12,000 |
Year ending 12/31/2013 | $11,500 |
Year ending 12/31/2012 | $9,350 |
TOP DCIO FUND | |
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Fund name | Nuveen Real Estate Securities |
Fund assets ($MM) | $4,100 |
Portfolio manager | J. Rosenberg, J. Wenker, S. Sedlak |
Start date | 1999, 2005, 2007 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 80% |
Collectives | 15% |
Separate accounts | 5% |
Stocks | 50% |
Bonds (excluding stable value) | 40% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 10% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 4 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 75 |
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*Target-date, target-risk, balanced. |