Providers
Principal Funds
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $5,304 |
Year ending 12/31/2013 | $4,963 |
Year ending 12/31/2012 | $3,000 |
TOP DCIO FUND | |
---|---|
Fund name | Mid Cap |
Fund assets ($MM) | $1,568 |
Portfolio manager | Bill Nollin |
Start date | 2000 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 88% |
Collectives | 5% |
Separate accounts | 7% |
Stocks | 60% |
Bonds (excluding stable value) | 20% |
Stable value | 5% |
Money market | 0% |
Asset allocation* | 15% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 7 |
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 | 47 |
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*Target-date, target-risk, balanced. |