RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
Cap Group/American Funds
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $474,909 |
| Year ending 12/31/2020 | $422,191 |
| Total DCIO funds | 45 |
| Number of TDF series | 2 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | EuroPacific Growth Fund® |
| Fund assets | $102,167 |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 96% |
| Collective investment trusts | 3% |
| Separate accounts | 1% |
| Equity | 53% |
| Hybrid/Multi-Asset | 45% |
| Stable value/Money market | 1% |
| Fixed-Income | 2% |
| % Active Management | 100% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 134 |
| Salespeople focused on institutional | 32 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | Yes |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | 206 |