Providers
Ivy Funds Distributor, Inc.
TOTAL DCIO ASSETS ($MM) | |
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Q1 2014 | $7,020 |
Year ending 12/31/2013 | $6,567 |
Year ending 12/31/2012 | $4,161 |
TOP DCIO FUND | |
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Fund name | Ivy Asset Strategy |
Fund assets ($MM) | $1,672 |
Portfolio manager | Mike Avery, Ryan Caldwell |
Start date | 1997 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
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Mutual funds | 100% |
Collectives | 0% |
Separate accounts | 0% |
Stocks | 85% |
Bonds (excluding stable value) | 14% |
Stable value | 0% |
Money market | 0% |
Asset allocation* | 1% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 4 |
Salespeople focused on institutional | 4 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 98 |
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*Target-date, target-risk, balanced. |