RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
PIMCO
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $113,320 |
| Year ending 12/31/2017 | $115,051 |
| Year ending 12/31/2016 | $108,707 |
| Total DCIO funds | 131 |
| TOP DCIO FUND | |
|---|---|
| Fund name | PIMCO Total Return Fund |
| Fund assets ($MM) | $32,440 |
| Portfolio manager | S. Mather, M. Kiesel, M. Worah |
| Start date | 2014 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 64% |
| Collective investment trusts | 3% |
| Separate accounts | 33% |
| Stocks | 2% |
| Bonds (excluding stable value) | 73% |
| Stable value/Money market | 20% |
| Asset allocation (target-date, target-risk, balanced) | 5% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 0 |
|---|