RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
MassMutual Investments
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $76,990* |
| Year ending 12/31/2019 | $65,488 |
| Total DCIO funds | 39 |
| Number of TDF series | 2 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | MassMutual Mid Cap Growth Fund |
| DCIO Fund assets ($MM) | $9,827 |
| Portfolio manager | T. Rowe Price (Brian Berghuis) / Frontier Capital (Chris Scarpa, Ravi Dabas) |
| First Year Managing Fund | 2000 / 2010 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 60% |
| Collective investment trusts | 1% |
| Separate accounts | 0% |
| Equity | 33% |
| Hybrid/Multi-Asset | 24% |
| Stable value/Money market | 39% |
| Fixed-Income | 4% |
| % Active Management | 90% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 10 |
| Salespeople focused on institutional | 3 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 30 |
|---|
| *Does not include MML/MMLII Funds. |