Providers
Allianz Global Investors
TOTAL DCIO ASSETS ($MM) | |
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Q1 2017 | $11,500 |
Year ending 12/31/2016 | $11,600 |
Year ending 12/31/2015 | $10,401 |
Total DCIO funds | 45 |
TOP DCIO FUND | |
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Fund name | AllianceGI NFJ Dividend Value |
Fund assets ($MM) | $2,400 |
Portfolio manager | B. Fischer, T. Oliver, R. B. McKinney |
Start date | 2002 (inception) |
Number of TDF series | 2 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 90% |
Collectives | 10% |
Separate accounts | 0% |
Stocks | 60% |
Bonds (excluding stable value) | 20% |
Stable value/Money market | 0% |
Asset allocation (target-date, target-risk, balanced) | 20% |
% Active/Passive | 100/0 |
ADVISER SUPPORT/SERVICES | |
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Salespeople focused on advisers | 7 |
Salespeople focused on institutional | 0 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools |
# OF RECORDKEEPER SELLING AGREEMENTS | 45 |
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