RESEARCH |
2016
PLANADVISER Defined Contribution Investment Only (DCIO) Survey
Reported by PLANADVISER
Providers
Janus
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2016 | $22,494 |
| Year ending 12/31/2015 | $21,076 |
| Year ending 12/31/2014 | $22,685 |
| Total DCIO funds | 55 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Janus Balanced Fund |
| Fund assets ($MM) | $3,266 |
| Portfolio manager | M. Pinto, J. Buckley, D. Watters, M. Saigol |
| Start date | 2005, 2015, 2015, 2015 |
| Number of TDF series | 0 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 91% |
| Collectives | 0% |
| Separate accounts | 9% |
| Stocks | 63% |
| Bonds (excluding stable value) | 15% |
| Stable value/Money market | 0% |
| Asset allocation (target-date, target-risk, balanced) | 22% |
| % Active/Passive | 100/0 |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 3 |
| Salespeople focused on institutional | 1 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 225 |
|---|
| NA = Not availabe |