RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Wells Fargo Asset Management
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $122,703 |
| Year ending 12/31/2017 | $123,364 |
| Year ending 12/31/2016 | $135,039 |
| Total DCIO funds | 105 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Wells Fargo Stable Return Fund |
| Fund assets ($MM) | $27,221 |
| Portfolio manager | Team managed |
| Start date | 1985 |
| Number of TDF series | 3 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 27% |
| Collective investment trusts | 33% |
| Separate accounts | 41% |
| Stocks | 11% |
| Bonds (excluding stable value) | 8% |
| Stable value/Money market | 73% |
| Asset allocation (target-date, target-risk, balanced) | 8% |
| % Active/Passive | 92%/8% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 14 |
| Salespeople focused on institutional | 30 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 43 |
|---|