Providers
PIMCO
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $190,900 |
Year ending 12/31/2013 | $191,400 |
Year ending 12/31/2012 | $207,000 |
TOP DCIO FUND | |
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Fund name | PIMCO Total Return Fund |
Fund assets ($MM) | $100,900 |
Portfolio manager | Bill Gross |
Start date | 1987 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 67% |
Collectives | 1% |
Separate accounts | 32% |
Stocks | 1% |
Bonds (excluding stable value) | 79% |
Stable value | 16% |
Money market | 0% |
Asset allocation* | 4% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 10 |
Salespeople focused on institutional | 7 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 60 |
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*Target-date, target-risk, balanced. |