Providers
Wells Fargo
TOTAL DCIO ASSETS ($MM) | |
---|---|
Q1 2014 | $56,710 |
Year ending 12/31/2013 | $57,013 |
Year ending 12/31/2012 | $49,048 |
TOP DCIO FUND | |
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Fund name | Dow Jones Target Date Funds |
Fund assets ($MM) | $14,748 |
Portfolio manager | GIA, Inc. |
Start date | 2006 |
DCIO ASSET BREAKDOWN (does not include “other” categories) | |
---|---|
Mutual funds | 85% |
Collectives | 5% |
Separate accounts | 10% |
Stocks | 35% |
Bonds (excluding stable value) | 10% |
Stable value | 0% |
Money market | 23% |
Asset allocation* | 32% |
% Active/Passive |
ADVISER SUPPORT/SERVICES | |
---|---|
Salespeople focused on advisers | 4 |
Salespeople focused on institutional | 18 |
Compliance support | |
Plan benchmarking | |
Target-date evaluation tools | |
Training for DC plan sales/service | |
Investment committee meetings |
# OF RK SELLING AGREEMENTS | 100 |
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*Target-date, target-risk, balanced. |