Select Page

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: 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

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

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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate NA 24.68% 3.51% 9.00% 7.46% 8.50% 7.56% 7.98%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DST SYSTEMS, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate NA 22.50% 3.31% 6.83% 5.16% 5.94% 7.58% 8.83%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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

Click here for more plan details and features ►