MyPlanIQ 401k Investor Kansas City Southern 401(k) and Profit Sharing Plan

Kansas City Southern 401(k) and Profit Sharing Plan

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE AREEX American Century Real Estate/Advisor Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
Foreign Large Value NIIVX ING International Value Fund
Others
Moderate Allocation RLBFX American Balanced Fund
EQUITY WM Washington Mutual Investors Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Fund
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Class A
LARGE VALUE MEIJX MFS Value Fund
MID-CAP BLEND CRMMX CRM Mid Cap Value Fund/Investment Fund
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE AREEX American Century Real Estate/Advisor Fund
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund
Foreign Large Value NIIVX ING International Value Fund
Others
Moderate Allocation RLBFX American Balanced Fund
EQUITY WM Washington Mutual Investors Fund
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Fund
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Class A
LARGE VALUE MEIJX MFS Value Fund
MID-CAP BLEND CRMMX CRM Mid Cap Value Fund/Investment Fund
LARGE BLEND BTIIX DWS Equity 500 Index Fund
LARGE GROWTH RGAFX Growth Fund of Amer
Small Growth GTSRX AIM Small Cap Growth Fund
LARGE GROWTH JANSX Janus Fund
LARGE VALUE VLUDX Invesco Stable Value Tr
Total Available Funds: 14
  • 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
REAL ESTATE AREEX American Century Real Estate/Advisor Fund 32% 3 60 0 0.8% 10.21%
INTERNATIONAL EQUITY
Foreign Large Blend RERFX EuroPacific Growth Fund 94% 3 60 0 0.84% 1.86%
Foreign Large Value NIIVX ING International Value Fund 0% 3 60 0 1.28% 0%
Others
Moderate Allocation RLBFX American Balanced Fund 79% 3 60 0 0.31% 2.64%
EQUITY WM Washington Mutual Investors Fund 0% 3 60 0 NA 1.6%
FIXED INCOME
Intermediate-Term Bond PTRAX Pacific Investment Management Company Total Return Administrative Fund 66% 3 60 0 0.8% 4.94%
US EQUITY
MID-CAP VALUE FRBSX Franklin Balance Sheet Investment Fund Class A 93% 3 60 0 1.15% 1.2%
LARGE VALUE MEIJX MFS Value Fund 91% 3 60 0 0.8% 8.61%
MID-CAP BLEND CRMMX CRM Mid Cap Value Fund/Investment Fund 87% 3 60 0 1.16% 1.01%
LARGE BLEND BTIIX DWS Equity 500 Index Fund 78% 3 60 0 0.2% 1.27%
LARGE GROWTH RGAFX Growth Fund of Amer 75% 3 60 0 0.63% 0.75%
Small Growth GTSRX AIM Small Cap Growth Fund 49% 3 60 0 0.91% 0%
LARGE GROWTH JANSX Janus Fund 0% 3 60 0 0.9% 0%
LARGE VALUE VLUDX Invesco Stable Value Tr 0% 3 60 0 NA 0%
Average Expense Ratio: 0.82%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
Related Retirement Plans
KANSAS CITY SOUTHERN 401(K) AND PROFIT SHARING PLAN
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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:KSU)
The plan consists of 14 funds. It covers 4 major asset classes and 12 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.