Providers
Wellington Management Company, LLP
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $17,753 |
Year ending 12/31/2013 | $17,261 |
Year ending 12/31/2012 | $14,793 |
TOP DCIO FUND | |
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Fund name | Growth Equity |
Fund assets ($MM) | $2,075 |
Portfolio manager | Andrew Shilling |
Start date | 2000 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 0% |
Collectives | 38% |
Separate accounts | 62% |
Stocks | 64% |
Bonds (excluding stable value) | 22% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 14% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
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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 | 24 |
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*Target-date, target-risk, balanced. |