Providers
J.P. Morgan Asset Management
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2021 | $277,609 |
Year ending 12/31/2020 | $261,364 |
Total DCIO funds | 88 |
Number of TDF series | 2 |
LARGEST STANDALONE DCIO FUND | |
---|---|
Fund name | JPM Large Cap Growth Fund |
Fund assets | $20,039 |
Portfolio manager | Not Reported |
First Year Managing Fund | Not Reported |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 45% |
Collective investment trusts | 30% |
Separate accounts | 25% |
Equity | 32% |
Hybrid/Multi-Asset | 56% |
Stable value/Money market | 4% |
Fixed-Income | 6% |
% Active Management | 79% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 20 |
Salespeople focused on institutional | 6 |
Compliance support | |
Plan benchmarking | |
Lead generation | |
Target-date evaluation tools |
# RECORDKEEPING PARTNERS | 42 |