Providers
TIAA-CREF
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $390,615 |
Year ending 12/31/2013 | $388,010 |
Year ending 12/31/2012 | $345,156 |
TOP DCIO FUND | |
---|---|
Fund name | Mid Cap Value Fund |
Fund assets ($MM) | $3,058 |
Portfolio manager | Tom Kolefas, Richard Cutler |
Start date | 2004, 2002 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 9% |
Collectives | 90% |
Separate accounts | 1% |
Stocks | 50% |
Bonds (excluding stable value) | 6% |
Stable value | 37% |
Money market | 3% |
Asset allocation* | 4% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | |
Salespeople focused on institutional | |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 29 |
---|
*Target-date, target-risk, balanced. |