RESEARCH |
2018
PLANADVISER DCIO Survey
An overview of the top providers.
Reported by PLANADVISER
| Art by Armando Veve
Providers
American Century Investments
| TOTAL DCIO ASSETS ($MM) | |
|---|---|
| Q1 2018 | $43,957 |
| Year ending 12/31/2017 | $45,491 |
| Year ending 12/31/2016 | $41,275 |
| Total DCIO funds | 88 |
| TOP DCIO FUND | |
|---|---|
| Fund name | One Choice Target Date |
| Fund assets ($MM) | $23,696* |
| Portfolio manager | R. Weiss, S. Wilson, R. Gabudean, V. Rayappa |
| Start date | 2004 |
| Number of TDF series | 1 |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 78% |
| Collective investment trusts | 16% |
| Separate accounts | 6% |
| Stocks | 41% |
| Bonds (excluding stable value) | 5% |
| Stable value/Money market | 1% |
| Asset allocation (target-date, target-risk, balanced) | 53% |
| % Active/Passive | 100%/0% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 17 |
| Salespeople focused on institutional | 7 |
| Compliance support | |
| Plan benchmarking | |
| Target-date evaluation tools | |
| # OF RECORDKEEPER SELLING AGREEMENTS | 173 |
|---|
| *Includes MF and CIT assets. |