RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Dimensional Fund Advisors
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $60,266 |
| Year ending 12/31/2017 | $59,884 |
| Year ending 12/31/2016 | $47,273 |
| Total DCIO funds | 150 |
| TOP DCIO FUND | |
|---|---|
| Fund name | U.S. Small Cap Portfolio |
| Fund assets ($MM) | $5,987 |
| Portfolio manager | Team approach |
| Start date | N/A |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 93% |
| Collective investment trusts | 0% |
| Separate accounts | 7% |
| Stocks | |
| Bonds (excluding stable value) | |
| Stable value/Money market | |
| Asset allocation (target-date, target-risk, balanced) | |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 15 |
| Salespeople focused on institutional | 15 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 51 |
|---|