MyPlanIQ 401k Investor DST Systems Inc. 401(k) Profit Sharing Plan

DST Systems Inc. 401(k) Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth JAOSX Janus Overseas T
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Moderate Allocation VBAIX Vanguard Balanced Index Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Multisector Bond LBNDX Lord Abbett Bond-Debenture A
US EQUITY
SMALL BLEND RYTRX Royce Total Return Invmt
Mid-Cap Growth JAENX Janus Enterprise T
LARGE GROWTH JAMRX Janus Research T
Total Available Funds: 27
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Growth JAOSX Janus Overseas T
Foreign Large Growth TWIEX American Century Intl Growth Inv
Others
Moderate Allocation DODBX Dodge & Cox Balanced
Moderate Allocation VBAIX Vanguard Balanced Index Instl
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst
Multisector Bond LBNDX Lord Abbett Bond-Debenture A
US EQUITY
SMALL BLEND RYTRX Royce Total Return Invmt
Mid-Cap Growth JAENX Janus Enterprise T
LARGE GROWTH JAMRX Janus Research T
Small Growth GTSVX Invesco Small Cap Growth I
LARGE GROWTH TWCGX American Century Growth Inv
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth
LARGE GROWTH FAGCX Fidelity Advisor Growth Opportunities I
LARGE GROWTH TWCIX American Century Select Inv
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Instl
LARGE VALUE TWVLX American Century Value Inv
LARGE VALUE VIVIX Vanguard Value Index Instl
LARGE BLEND VINIX Vanguard Institutional Index Instl
LARGE GROWTH TWCUX American Century Ultra Inv
LARGE BLEND DNVYX Davis NY Venture Y
LARGE VALUE LAFFX Lord Abbett Affiliated A
SMALL BLEND VSISX Vanguard Small Cap Index Signal
LARGE GROWTH JANSX Janus T
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal
Total Available Funds: 27
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 3 60 0 0.52% 2.33%
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 0%
Foreign Large Growth JAOSX Janus Overseas T 95% 3 60 0 2.06% 2.7%
Foreign Large Growth TWIEX American Century Intl Growth Inv 84% 3 60 0 0.13% 0%
Others
Moderate Allocation DODBX Dodge & Cox Balanced 93% 3 60 0 0.42% 2.56%
Moderate Allocation VBAIX Vanguard Balanced Index Instl 85% 3 60 0 0.06% 2.62%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.98%
Intermediate-Term Bond VBTIX Vanguard Total Bond Market Index Inst 94% 3 60 0 0.15% 3.27%
Multisector Bond LBNDX Lord Abbett Bond-Debenture A 53% 3 60 0 0.58% 3.82%
US EQUITY
SMALL BLEND RYTRX Royce Total Return Invmt 92% 3 60 0 1.95% 10%
Mid-Cap Growth JAENX Janus Enterprise T 92% 3 60 0 1.14% 0%
LARGE GROWTH JAMRX Janus Research T 91% 3 60 0 0.52% 3.12%
Small Growth GTSVX Invesco Small Cap Growth I 91% 3 60 0 0.91% 0%
LARGE GROWTH TWCGX American Century Growth Inv 89% 3 60 0 0.98% 1.42%
Mid-Cap Growth RPMGX T. Rowe Price Mid-Cap Growth 87% 3 60 0 1.29% 6.44%
LARGE GROWTH FAGCX Fidelity Advisor Growth Opportunities I 85% 3 60 0 1.65% 0%
LARGE GROWTH TWCIX American Century Select Inv 84% 3 60 0 0.75% 7.47%
MID-CAP VALUE TIMVX TIAA-CREF Mid-Cap Value Instl 83% 3 60 0 0.77% 1.58%
LARGE VALUE TWVLX American Century Value Inv 81% 3 60 0 1.25% 1.97%
LARGE VALUE VIVIX Vanguard Value Index Instl 79% 3 60 0 0.04% 2.48%
LARGE BLEND VINIX Vanguard Institutional Index Instl 78% 3 60 0 0.02% 1.36%
LARGE GROWTH TWCUX American Century Ultra Inv 73% 3 60 0 0.99% 5.24%
LARGE BLEND DNVYX Davis NY Venture Y 69% 3 60 0 1.75% 8.03%
LARGE VALUE LAFFX Lord Abbett Affiliated A 42% 3 60 0 1.47% 1.68%
SMALL BLEND VSISX Vanguard Small Cap Index Signal 0% 3 60 0 0.16% 1.67%
LARGE GROWTH JANSX Janus T 0% 3 60 0 0.9% 0%
MID-CAP BLEND VMISX Vanguard Mid Cap Index Signal 0% 3 60 0 0.1% 1.26%
Average Expense Ratio: 0.85%
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Model Portfolios

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
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