MyPlanIQ 401k Investor COMMERCE BANCSHARES PARTICIPATING INVESTMENT PLAN

COMMERCE BANCSHARES PARTICIPATING INVESTMENT PLAN Investment Model Portfolios

This Plan is unrated.
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COMMERCE BANCSHARES, INC. PARTICIPATING INVESTMENT PLAN
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX 3rd Ave. Real Estate Value Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
FIXED INCOME
Intermediate-Term Bond CFBNX Commerce Bond Fund
Inflation-Protected Bond AIANX American Century Inflation Adjusted Fund
SHORT GOVERNMENT CFSTX Commerce Short Term Government Bond Fund
Total Available Funds: 30
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate TAREX 3rd Ave. Real Estate Value Fund
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund
Foreign Large Growth FDIVX Fidelity Diversified International Fund
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
ROOT CASH Fidelity rtmt Money Mkt Fund
ROOT CASH Fidelity rtmt Government Money Mkt Fund
ROOT CASH Fidelity rtmt Money Mkt Fund
FIXED INCOME
Intermediate-Term Bond CFBNX Commerce Bond Fund
Inflation-Protected Bond AIANX American Century Inflation Adjusted Fund
SHORT GOVERNMENT CFSTX Commerce Short Term Government Bond Fund
Intermediate-Term Bond FBIDX Fidelity US Bond Index
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund
LARGE VALUE AAGPX American Beacon Large Cap Value Fund
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund
LARGE BLEND FUSEX Spartan US Equity Index Fund
LARGE GROWTH CFGRX Commerce Growth Fund
MID-CAP VALUE FSMVX Fidelity Mid Cap Value Fund
Small Growth GTSAX AIM Funds Group Small Cap Growth A Fund
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund
Mid-Cap Growth TWVIX American Century Vista Fund
Total Available Funds: 30
  • 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 3rd Ave. Real Estate Value Fund 90% 3 60 0 1.05% 0.9%
INTERNATIONAL EQUITY
Foreign Large Value DODFX Dodge Cox International Stock Fund 99% 3 60 0 0.52% 2.19%
Foreign Large Growth FDIVX Fidelity Diversified International Fund 98% 3 60 0 0.65% 3.71%
Others
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 5.65%
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 4.82%
Retirement Income FFFAX Fidelity Freedom Income Fund 98% 3 60 0 0.42% 3.12%
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 4.7%
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 4.96%
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 5.16%
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 4.6%
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 4.2%
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 3.84%
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 4.33%
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.37%
ROOT CASH Fidelity rtmt Money Mkt Fund 0% 3 60 0 NA 2.61%
ROOT CASH Fidelity rtmt Government Money Mkt Fund 0% 3 60 0 NA 2.61%
ROOT CASH Fidelity rtmt Money Mkt Fund 0% 3 60 0 NA 2.61%
FIXED INCOME
Intermediate-Term Bond CFBNX Commerce Bond Fund 93% 3 60 0 0.66% 3.26%
Inflation-Protected Bond AIANX American Century Inflation Adjusted Fund 93% 3 60 0 0.76% 1.96%
SHORT GOVERNMENT CFSTX Commerce Short Term Government Bond Fund 73% 3 60 0 0.68% 1.82%
Intermediate-Term Bond FBIDX Fidelity US Bond Index 0% 3 60 0 0.13% 2.54%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Fund 100% 3 60 0 0.06% 2.18%
LARGE VALUE AAGPX American Beacon Large Cap Value Fund 97% 3 60 0 0.94% 13.37%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Index Fund 94% 3 60 0 0.03% 1.28%
LARGE BLEND FUSEX Spartan US Equity Index Fund 79% 3 60 0 0.09% 1.67%
LARGE GROWTH CFGRX Commerce Growth Fund 77% 3 60 0 0.75% 0.11%
MID-CAP VALUE FSMVX Fidelity Mid Cap Value Fund 76% 3 60 0 1.08% 13.27%
Small Growth GTSAX AIM Funds Group Small Cap Growth A Fund 53% 3 60 0 0.91% 0%
LARGE GROWTH VMRAX Vanguard Morgan Growth Fund 0% 3 60 0 0.3% 0%
Mid-Cap Growth TWVIX American Century Vista Fund 0% 3 60 0 0.8% 0%
Average Expense Ratio: 0.58%
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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 0.9% 6.8% 4.5% 6.6% 5.0% 7.6%

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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 for Portfolio Details or Follow 0.0% -100.0% -100.0% -100.0% -100.0%

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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 0.4% 6.1% 1.7% 4.0% 3.9% 5.1%

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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 30 funds. It covers 4 major asset classes and 23 minor asset classes. The major asset classes it covers are REITs, US Equity, Fixed Income and Foreign Equity.

The symbol of the complany is CBSH.



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