DST Systems Inc. 401(k) Profit Sharing Plan Investment Model Portfolios

Investment options of DST Systems Inc. 401(k) Profit Sharing Plan

Total Available Funds: 29

Asset Class

Ticker

Description

US EQUITY
MID-CAP BLEND	VMISX	Vanguard Mid Cap Index Signal
LARGE GROWTH	TWCUX	American Century Ultra Inv
Mid-Cap Growth	RPMGX	T. Rowe Price Mid-Cap Growth
SMALL BLEND	RYTRX	Royce Total Return Invmt
LARGE GROWTH	JANSX	Janus T
LARGE VALUE	LAFFX	Lord Abbett Affiliated A
LARGE GROWTH	FAGCX	Fidelity Advisor Growth Opportunities I
Mid-Cap Growth	JAENX	Janus Enterprise T
LARGE VALUE	TWVLX	American Century Value Inv
LARGE VALUE	VIVIX	Vanguard Value Index Instl
LARGE BLEND	VINIX	Vanguard Institutional Index Instl
LARGE GROWTH	TWCIX	American Century Select Inv
LARGE BLEND	DNVYX	Davis NY Venture Y
LARGE GROWTH	TWCGX	American Century Growth Inv
Small Growth	GTSVX	Invesco Small Cap Growth I
MID-CAP VALUE	TIMVX	TIAA-CREF Mid-Cap Value Instl
LARGE GROWTH	JAMRX	Janus Research T
SMALL BLEND	VSISX	Vanguard Small Cap Index Signal

INTERNATIONAL EQUITY
Foreign Large Growth	JAOSX	Janus Overseas T
Foreign Large Blend	DODFX	Dodge & Cox International Stock
FOREIGN SMALL/MID GROWTH	ACINX	Columbia Acorn International Z
Foreign Large Growth	TWIEX	American Century Intl Growth Inv

Others
Moderate Allocation	DODBX	Dodge & Cox Balanced
Moderate Allocation	VBAIX	Vanguard Balanced Index Instl
ROOT	PVOXX	FED PRIME VALUE OBLIGATION
ROOT	-	DST SYSTEMS PROFIT SHARING FD

FIXED INCOME
Multisector Bond	LBNDX	Lord Abbett Bond-Debenture A
Intermediate-Term Bond	VBTIX	Vanguard Total Bond Market Index Inst
Intermediate-Term Bond	PTTRX	PIMCO Total Return Instl

Investment model portfolios

We provide two types of investment model portfolios for DST Systems Inc. 401(k) Profit Sharing Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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