RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
Dodge & Cox
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $101,670 |
| Year ending 12/31/2017 | $101,965 |
| Year ending 12/31/2016 | $92,605 |
| Total DCIO funds | 6 |
| TOP DCIO FUND | |
|---|---|
| Fund name | Dodge & Cox Stock Fund |
| Fund assets ($MM) | $36,742 |
| Portfolio manager | U.S. Equity Investment Committee |
| Start date | 1965 |
| Number of TDF series | 0 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 75% |
| Collective investment trusts | 0% |
| Separate accounts | 25% |
| Stocks | 65% |
| Bonds (excluding stable value) | 19% |
| Stable value/Money market | 9% |
| Asset allocation (target-date, target-risk, balanced) | 7% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 0 |
| Salespeople focused on institutional | 0 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 50 |
|---|