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MyPlanIQ COMMERCE BANCSHARES INC PARTICIPATING INVESTMENT PLAN

COMMERCE BANCSHARES INC PARTICIPATING INVESTMENT PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Trust: Columbia Acorn International; Class A Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH CFGRX Commerce Funds: Growth Fund
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Trust: Columbia Acorn International; Class A Shares
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares
LARGE GROWTH CFGRX Commerce Funds: Growth Fund
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares
REAL ESTATE
Global Real Estate TVRVX Third Avenue Trust: Third Avenue Real Estate Value Fund; Investor Class Shares
FIXED INCOME
Intermediate-Term Bond CFBNX Commerce Funds: Bond Fund
SHORT GOVERNMENT CFSTX Commerce Funds: Short-Term Government Fund
Total Available Funds: 20
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Investment Dimensions Group Inc: Emerging Markets Value Portfolio; Institutional Class Shares 96% 3 60 0 0.44% 4.28%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 8.24%
Target Date 2011-2015 FFVFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2015 Fund 98% 3 60 0 0.54% 6.93%
Target Date 2026-2030 FFFEX Fidelity Aberdeen Street Trust: Fidelity Freedom 2030 Fund 95% 3 60 0 0.66% 6.91%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 7.66%
Target Date 2021-2025 FFTWX Fidelity Aberdeen Street Trust: Fidelity Freedom 2025 Fund 95% 3 60 0 0.34% 7.58%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 6.84%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 5.01%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 7.18%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 3.49%
Target Date 2000-2010 FFFBX Fidelity Aberdeen Street Trust: Fidelity Freedom 2000 Fund 0% 3 60 0 0.44% 6.09%
INTERNATIONAL EQUITY
Foreign Large Blend DODFX Dodge & Cox Funds: Dodge & Cox International Stock Fund 99% 3 60 0 0.52% 1.4%
FOREIGN SMALL/MID GROWTH LAIAX Columbia Acorn Trust: Columbia Acorn International; Class A Shares 61% 3 60 0 1.23% 5.41%
US EQUITY
SMALL VALUE VISVX Vanguard Index Funds: Vanguard Small-Cap Value Index Fund; Investor Class Shares 100% 3 60 0 0.06% 2.04%
LARGE VALUE AAGPX American Beacon Funds: American Beacon Large Cap Value Fund; Investor Class Shares 97% 3 60 0 0.94% 13.8%
LARGE GROWTH CFGRX Commerce Funds: Growth Fund 77% 3 60 0 0.75% 18.71%
LARGE GROWTH VMRGX Vanguard Morgan Growth Fund; Investor Shares 0% 3 60 0 0.42% 0%
REAL ESTATE
Global Real Estate TVRVX Third Avenue Trust: Third Avenue Real Estate Value Fund; Investor Class Shares 6% 3 60 0 1.05% 5.57%
FIXED INCOME
Intermediate-Term Bond CFBNX Commerce Funds: Bond Fund 93% 3 60 0 0.66% 3.67%
SHORT GOVERNMENT CFSTX Commerce Funds: Short-Term Government Fund 73% 3 60 0 0.68% 2.54%
Average Expense Ratio: 0.62%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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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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