Providers
T. Rowe Price
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $191,129 |
Year ending 12/31/2013 | $181,399 |
Year ending 12/31/2012 | $131,054 |
TOP DCIO FUND | |
---|---|
Fund name | T. Rowe Price Retirement Date Funds |
Fund assets ($MM) | $56,679 |
Portfolio manager | Jerome Clark |
Start date | 2002 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 68% |
Collectives | 6% |
Separate accounts | 24% |
Stocks | 59% |
Bonds (excluding stable value) | 5% |
Stable value | 1% |
Money market | 0% |
Asset allocation* | 35% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 12 |
Salespeople focused on institutional | 9 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 49 |
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*Target-date, target-risk, balanced. |