RESEARCH |
2021
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Gizem Vural
Providers
Capital Group|American Funds
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2020 | $422,196 |
| Year ending 12/31/2019 | $363,948 |
| Total DCIO funds | 45 |
| Number of TDF series | 2 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | EuroPacific Growth Fund® |
| DCIO Fund assets ($MM) | $104,635 |
| Portfolio manager | NR |
| First Year Managing Fund | NR |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 97% |
| Collective investment trusts | 3% |
| Separate accounts | 0% |
| Equity | 58% |
| Hybrid/Multi-Asset | 39% |
| Stable value/Money market | 1% |
| Fixed-Income | 2% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 125 |
| Salespeople focused on institutional | 32 |
| Compliance support | |
| Plan benchmarking | |
| Lead generation | |
| Target-date evaluation tools | |
| # RECORDKEEPING PARTNERS | 207 |
|---|