LARGEST DCIO STANDALONE FUNDS, BY ASSETS ($MM AS OF 12/31/21) |
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1 | BlackRock Equity Index (BlackRock) | $431,730 |
2 | S&P 500® Index Strategy (State Street Global Advisors) | $186,664 |
3 | Institutional Index Fund All Classes (The Vanguard Group) | $105,966 |
4 | EuroPacific Growth Fund® (Cap Group/American Funds) | $102,167 |
5 | Dodge & Cox Stock Fund (Dodge & Cox) | $51,229 |
6 | Fidelity 500 Index (Fidelity) | $48,649 |
7 | T. Rowe Price Blue Chip Growth Fund (T. Rowe Price) | $36,935 |
8 | PIMCO Total Return Fund (PIMCO) | $26,624 |
9 | Stable Return Fund (Allspring Global) | $22,525 |
10 | JPM Large Cap Growth Fund (J.P. Morgan Asset Management) | $20,039 |
LARGEST DCIO TARGET-DATE FUNDS, BY ASSETS ($MM AS OF 12/31/21) |
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1 | LifePath Index (BlackRock) | $288,508 |
2 | Target Retirement Fund (The Vanguard Group) | $233,734 |
3 | T. Rowe Price Retirement Date Funds (T. Rowe Price) | $225,031 |
4 | American Funds Target-Date Retirement Series (Cap Group/American Funds) | $173,181 |
5 | Multi-Index 2035 Lifetime (John Hancock Investment Management) | $139,525 |
6 | Target Date Non- Lending CITs (State Street Global Advisors) | $69,220 |
7 | AB Customized Retirement Strategy (AllianceBernstein (AB)) | $57,263 |
8 | One Choice Portfolios (American Century) | $25,246 |
9 | TIAA-CREF Lifecycle Index (Nuveen) | $24,000 |
10 | Schwab Managed Retirement Trust Funds (CIT) (Schwab Asset Management) | $12,287 |