MyPlanIQ 401k Investor Commerce Bancshares Inc 401(k) Profit Sharing Plan

Commerce Bancshares Inc 401(k) Profit Sharing Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX TAREX Third Avenue Real Estate Value
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODFX Dodge & Cox International Stock
Foreign Large Growth FDIVX FDIVX Fidelity Diversified International
FIXED INCOME
Intermediate-Term Bond CFBNX CFBNX Commerce Bond Instl
Inflation-Protected Bond AIANX AIANX American Century Infl-Adjusted Bd Instl
SHORT GOVERNMENT CFSTX CFSTX Third Avenue Real Estate Value
US EQUITY
SMALL VALUE VISVX VISVX Vanguard Small Cap Value Index
LARGE VALUE AAGPX AAGPX American Beacon Lg Cap Value Plan
LARGE BLEND VITSX VITSX Vanguard Total Stock Mkt Idx Instl
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX TAREX Third Avenue Real Estate Value
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODFX Dodge & Cox International Stock
Foreign Large Growth FDIVX FDIVX Fidelity Diversified International
FIXED INCOME
Intermediate-Term Bond CFBNX CFBNX Commerce Bond Instl
Inflation-Protected Bond AIANX AIANX American Century Infl-Adjusted Bd Instl
SHORT GOVERNMENT CFSTX CFSTX Third Avenue Real Estate Value
Intermediate-Term Bond FBIDX FBIDX Fidelity U.S. Bond Index
US EQUITY
SMALL VALUE VISVX VISVX Vanguard Small Cap Value Index
LARGE VALUE AAGPX AAGPX American Beacon Lg Cap Value Plan
LARGE BLEND VITSX VITSX Vanguard Total Stock Mkt Idx Instl
LARGE BLEND FUSEX FUSEX Fidelity Spartan U.S. Equity Index Inv
LARGE GROWTH CFGRX CFGRX Commerce Growth Instl
MID-CAP VALUE FSMVX FSMVX Fidelity Mid Cap Value
Small Growth GTSAX GTSAX AIM Small Cap Growth A
Mid-Cap Growth TWCVX TWCVX American Century Vista Inv
LARGE GROWTH VMRGX VMRGX Vanguard Morgan Growth
Total Available Funds: 16
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
Global Real Estate TAREX TAREX Third Avenue Real Estate Value 90% 3 60 0 1.05% 0.9%
INTERNATIONAL EQUITY
Foreign Large Value DODFX DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.19%
Foreign Large Growth FDIVX FDIVX Fidelity Diversified International 98% 3 60 0 0.65% 3.71%
FIXED INCOME
Intermediate-Term Bond CFBNX CFBNX Commerce Bond Instl 93% 3 60 0 0.66% 3.26%
Inflation-Protected Bond AIANX AIANX American Century Infl-Adjusted Bd Instl 93% 3 60 0 0.76% 1.96%
SHORT GOVERNMENT CFSTX CFSTX Third Avenue Real Estate Value 73% 3 60 0 0.68% 1.82%
Intermediate-Term Bond FBIDX FBIDX Fidelity U.S. Bond Index 0% 3 60 0 0.13% 2.54%
US EQUITY
SMALL VALUE VISVX VISVX Vanguard Small Cap Value Index 100% 3 60 0 0.06% 2.18%
LARGE VALUE AAGPX AAGPX American Beacon Lg Cap Value Plan 97% 3 60 0 0.94% 13.37%
LARGE BLEND VITSX VITSX Vanguard Total Stock Mkt Idx Instl 82% 3 60 0 0.03% 1.4%
LARGE BLEND FUSEX FUSEX Fidelity Spartan U.S. Equity Index Inv 79% 3 60 0 0.09% 1.67%
LARGE GROWTH CFGRX CFGRX Commerce Growth Instl 77% 3 60 0 0.75% 0.11%
MID-CAP VALUE FSMVX FSMVX Fidelity Mid Cap Value 76% 3 60 0 1.08% 13.27%
Small Growth GTSAX GTSAX AIM Small Cap Growth A 53% 3 60 0 0.91% 0%
Mid-Cap Growth TWCVX TWCVX American Century Vista Inv 0% 3 60 0 1.03% 0%
LARGE GROWTH VMRGX VMRGX Vanguard Morgan Growth 0% 3 60 0 0.42% 0%
Average Expense Ratio: 0.61%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.2% 7.9% 2.1% 5.0% 4.5% 6.2%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 11.9% 4.2% 6.8% 5.6% 6.7%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:CBSH)
The plan consists of 17 funds. It covers 4 major asset classes and 13 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs and Fixed Income.

This plan is created to show ValidFi users the corresponding/improved tactical asset allocation strategy on MyPlanIQ. The major difference between ValidFi's Goldman Sachs Global Tactical Asset Allocation model portfolios and this plan's model portfolios is that  the ValidFi one does not take risk profile into account while MyPlanIQ is able to incorporate risk profile information to construct a portfolio with various risky asset allocation. For example, a model portfolio based on ValidFi's strategy could sometimes have 100% in risk assets such as US Equity, Foreign Equity, Real Estate Investment Trusts (REITs) or commodities.

Please note that in this plan, the Strategic Asset Allocation model portfolios are based on MyPlanIQ's strategic asset allocation strategy. To compare with ValidFi's model portfolios, one should use the Tactical Asset Allocation model portfolios.



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