Providers
Prudential Investments
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2016 | $25,500 |
Year ending 12/31/2015 | $24,678 |
Year ending 12/31/2014 | $19,181 |
Total DCIO funds | 35 |
TOP DCIO FUND | |
---|---|
Fund name | Total Return Bond |
Fund assets ($MM) | $9,000 |
Portfolio manager | Team managed |
Start date | NA |
Number of TDF series | 1 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 95% |
Collectives | 4% |
Separate accounts | 1% |
Stocks | 60% |
Bonds (excluding stable value) | 35% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 5% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 4 |
Salespeople focused on institutional | 2 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 54 |
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NA = Not availabe |