Providers
Columbia Management
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $30,469 |
Year ending 12/31/2013 | $31,252 |
Year ending 12/31/2012 | $28,266 |
TOP DCIO FUND | |
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Fund name | Columbia Acorn Fund |
Fund assets ($MM) | $7,446 |
Portfolio manager | Robert Mohn |
Start date | 2003 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 88% |
Collectives | 7% |
Separate accounts | 5% |
Stocks | 87% |
Bonds (excluding stable value) | 4% |
Stable value | 7% |
Money market | 0% |
Asset allocation* | 2% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 13 |
Salespeople focused on institutional | 5 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 50 |
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*Target-date, target-risk, balanced. |