RESEARCH |
2022
PLANADVISER DCIO Survey
Reported by PLANADVISER
| Art by Lars Leetaru
Providers
American Century
| TOTAL DCIO ASSETS (US only) ($MM) | |
|---|---|
| Year ending 12/31/2021 | $55,886 |
| Year ending 12/31/2020 | $46,783 |
| Total DCIO funds | 68 |
| Number of TDF series | 4 |
| LARGEST STANDALONE DCIO FUND | |
|---|---|
| Fund name | US Value Yield |
| Fund assets | $5,879 |
| Portfolio manager | Not Reported |
| First Year Managing Fund | Not Reported |
| DCIO ASSET BREAKDOWN (does not include “other” categories) | |
|---|---|
| Mutual funds | 64% |
| Collective investment trusts | 30% |
| Separate accounts | 6% |
| Equity | 44% |
| Hybrid/Multi-Asset | 50% |
| Stable value/Money market | 0% |
| Fixed-Income | 5% |
| % Active Management | 99% |
| ADVISER SUPPORT/SERVICES | |
|---|---|
| Salespeople focused on advisers | 12 |
| Salespeople focused on institutional | 4 |
| Compliance support | No |
| Plan benchmarking | Yes |
| Lead generation | No |
| Target-date evaluation tools | Yes |
| # RECORDKEEPING PARTNERS | Not Reported |