RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Fidelity Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $114,083 |
| Year ending 12/31/2019 | $123,422 |
| Total DCIO funds | 472 |
| Number of TDF series | 7 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | Fidelity 500 Index |
| DCIO Fund assets ($MM) | $31,926 |
| Portfolio manager | Geode Capital Management |
| First Year Managing Fund | 2003 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 96% |
| Collective investment trusts | 4% |
| Separate accounts | 0% |
| Equity | 89% |
| Hybrid/Multi-Asset | 0% |
| Stable value/Money market | 2% |
| Fixed-Income | 9% |
| % Active Management | 42% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 9 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | NR |
|---|