RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
MFS Investment Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $87,204 |
| Year ending 12/31/2019 | $78,783 |
| Total DCIO funds | 70 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | MFS Value Fund |
| DCIO Fund assets ($MM) | $14,299 |
| Portfolio manager | Nevin P. Chitkara;Katherine A. Cannan; |
| First Year Managing Fund | 2006, 2019 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 82% |
| Collective investment trusts | 8% |
| Separate accounts | 11% |
| Equity | 89% |
| Hybrid/Multi-Asset | 9% |
| Stable value/Money market | 0% |
| Fixed-Income | 2% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 15 |
| Salespeople focused on institutional | 6 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 50 |
|---|