DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN
Investment Model Portfolios

Total Available Funds: 31
Asset Class Ticker Description
US EQUITY
LARGE GROWTH TWCGX AMER CENTURY GROWTH FUND
LARGE GROWTH TWCIX AMER CENTURY SELECT FUND
LARGE VALUE TWVLX AMER CENTURY VALUE
LARGE GROWTH TWCUX AMERICAN CENTURY ULTRA FUND
LARGE BLEND DNVYX DAVIS NEW YORK VENTURE FUND
LARGE GROWTH FAGCX FID ADV GROWTH OPPORTUNITIES
Small Growth GTSVX INVESCO SM CAP GROWTH
Mid-Cap Growth JAENX JANUS ENTERPRISE FUND
LARGE GROWTH JAMRX JANUS RESEARCH
LARGE VALUE LAFFX LORD ABBETT AFFILIATED FUND
SMALL BLEND RYTRX ROYCE TOTAL RETURN FUND
Mid-Cap Growth RPMGX T. ROWE PRICE MID-CAP GROWTH
LARGE GROWTH JANSX THE JANUS FUND
MID-CAP VALUE TIMVX TIAA-CREF MID CAP VALUE
LARGE BLEND VINIX VANGUARD INSTITUTIONAL INDEX
MID-CAP BLEND VMISX VANGUARD MID CAP INDEX
SMALL BLEND VSISX VANGUARD SMALL CAP INDEX
LARGE VALUE VIVIX VANGUARD VALUE INDEX
INTERNATIONAL EQUITY
Foreign Large Growth TWIEX AMER CENTURY INTERNAT
FOREIGN SMALL/MID GROWTH ACINX COLUMBIA ACORN INTERNATIONAL
Foreign Large Blend DODFX DODGE & COX INTRNTNL STK
Foreign Large Growth JAOSX JANUS OVERSEAS FUND
Others
Moderate Allocation DODBX DODGE AND COX BALANCED FUND
EQUITY DST DST SYSTEMS COMPANY STK FD
not found no ticker DST SYSTEMS PROFIT SHARING FD
ROOT CASH FED PRIME VALUE OBLIGATION
Moderate Allocation VBAIX VANGUARD BALANCED INDEX FUND
FIXED INCOME
Intermediate-Term Bond SDFIX DRE/STANDISH FIXED INC
Multisector Bond LBNDX LORD ABBETT BOND DEBENTURE
Intermediate-Term Bond PTTRX PIMCO TOTAL RETURN FUND
Intermediate-Term Bond VBTIX VANGUARD TOTAL BOND INDEX FD

The following is a moderate-risk model portfolio constructed from the investment options of DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN

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