RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
MFS Investment Management
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $105,864 |
| Year ending 12/31/2020 | $87,204 |
| Total DCIO funds | 70 |
| Number of TDF series | 1 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | MFS Value Fund |
| Fund assets | $18,584 |
| Portfolio manager | Nevin P. Chitkara;Katherine A. Cannan; |
| First Year Managing Fund | 2006, 2019 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 67% |
| Collective investment trusts | 10% |
| Separate accounts | 23% |
| Equity | 91% |
| Hybrid/Multi-Asset | 7% |
| 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 | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 50 |