Providers
Capital Group / American Funds
TOTAL DCIO ASSETS (US only) ($MM) | |
---|---|
Year ending 12/31/2022 | $392,196 |
Year ending 12/31/2021 | $474,887 |
Total DCIO funds | 53 |
Number of TDF series | 2 |
LARGEST STANDALONE DCIO FUND ($MM) | |
---|---|
Fund name | EuroPacific Growth Fund® |
Fund assets | $73,867 |
Portfolio manager | Not Reported |
First Year Managing Fund | Not Reported |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 95% |
Collective investment trusts | 4% |
Separate accounts | 1% |
Equity | 47% |
Hybrid/Multi-Asset | 51% |
Stable value/Money market | 1% |
Fixed-Income | 2% |
% Active Management | 100% |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on retail financial advisers | 91 |
Salespeople focused on DC specialist financial advisers | 91 |
Salespeople focused on institutional | 47 |
Compliance support | No |
Access to ERISA Counsel | No |
Conferences for advisers | Yes |
Plan benchmarking | Yes |
Lead generation | Yes |
Investment committee meetings | Yes |
Target-date evaluation tools | Yes |
Training for DC plan sales/service | Yes |
# RECORDKEEPING PARTNERS | 62 |