RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Principal Global Investors
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $13,786 |
| Year ending 12/31/2017 | $13,792 |
| Year ending 12/31/2016 | $12,254 |
| Total DCIO funds | 57 |
| TOP DCIO FUND | |
|---|---|
| Fund name | MidCap Fund |
| Fund assets ($MM) | $2,378 |
| Portfolio manager | W. Nolin |
| Start date | 2000 |
| Number of TDF series | 2 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 83% |
| Collective investment trusts | 17% |
| Separate accounts | 0% |
| Stocks | 59% |
| Bonds (excluding stable value) | 14% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 27% |
| % Active/Passive | 84%/16% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 7 |
| Salespeople focused on institutional | 5 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
|---|