Providers
Dodge & Cox
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $103,868 |
Year ending 12/31/2019 | $102,500 |
Total DCIO funds | 6 |
Number of TDF series | 0 |
LARGEST STANDALONE DCIO FUND | |
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Fund name | Dodge & Cox Stock Fund |
DCIO Fund assets ($MM) | $37,443 |
Portfolio manager | U.S. Equity Investment Committee |
First Year Managing Fund | 1965 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 71% |
Collective investment trusts | 0% |
Separate accounts | 29% |
Equity | 58% |
Hybrid/Multi-Asset | 5% |
Stable value/Money market | 12% |
Fixed-Income | 25% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | NR |
Salespeople focused on institutional | NR |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 47 |
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