Providers
Artisan Partners Limited Partnership
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2020 | $17,793 |
Year ending 12/31/2019 | $14,273 |
Total DCIO funds | 16 |
Number of TDF series | NR |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | Artisan Mid Cap Fund |
DCIO Fund assets ($MM) | $3,975 |
Portfolio manager | Matthew Kamm |
First Year Managing Fund | 2003 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 46% |
Collective investment trusts | 7% |
Separate accounts | 47% |
Equity | 98% |
Hybrid/Multi-Asset | 0% |
Stable value/Money market | 0% |
Fixed-Income | 2% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 7 |
Salespeople focused on institutional | 3 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 29 |
---|