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Commerce Bancshares, Inc Participating Investment Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
T. Rowe Price Retirement 2030 FundTRRCXCU.S. All Cap11fund risk0.74%
T. Rowe Price Retirement 2035 FundTRRJXCU.S. All Cap12fund risk0.76%
T. Rowe Price Retirement 2040 FundTRRDXCU.S. All Cap13fund risk0.76%
T. Rowe Price Retirement 2045 FundTRRKXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2050 FundTRRMXCU.S. All Cap14fund risk0.76%
T. Rowe Price Retirement 2055 FundTRRNXCU.S. All Cap14fund risk0.76%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Vanguard Total Stock Market Index Fund Institutional SharesVITSXCU.S. All Cap16fund risk0.04%
The Hartford MidCap Fund Class YHMDYXF+U.S. Mid Cap18fund risk0.77%
T. Rowe Price Retirement 2005 FundTRRFXBU.S. All Cap6fund risk0.58%
T. Rowe Price Retirement 2010 FundTRRAXBU.S. All Cap7fund risk0.61%
T. Rowe Price Retirement 2015 FundTRRGXBU.S. All Cap7fund risk0.65%
T. Rowe Price Retirement 2020 FundTRRBXBU.S. All Cap8fund risk0.69%
T. Rowe Price Retirement 2025 FundTRRHXCU.S. All Cap10fund risk0.72%
U.S. Equities - Growth     
T. Rowe Price Blue Chip Growth FundTRBCXD--U.S. Large Cap - Growth21fund risk0.74%
Invesco Small Cap Growth Fund R5 ClassGTSVXA--U.S. Small Cap - Growth25fund risk0.83%
U.S. Equities - Value     
Third Avenue Real Estate Value Fund Institutional ClassTAREXB++U.S. Mid Cap - Value16fund risk1.08%
American Beacon Large Cap Value Fund Class InstitutionalAADEXB++U.S. All Cap - Value18fund risk0.58%
Fidelity Mid Cap Value FundFSMVXC++U.S. Mid Cap - Value19fund risk0.8%
Vanguard Small-Cap Value Index Fund Institutional SharesVSIIXB++U.S. Small Cap - Value22fund risk0.08%
Commerce Bancshares, Inc.CBSHF++U.S. Small Cap - Value29fund risk0%
Global & Intl. Equity     
Fidelity International IndexFSPSXB-International Large Cap14fund risk0.06%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXAEmerging Markets15fund risk0.57%
Columbia Acorn International Fund Class ZACINXA-International Large Cap - Growth15fund risk0.93%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Commerce Short Term Government FundCFSTXC-U.S. Treasury - Short / Intermediate1fund risk0.68%
Commerce Bond FundCFBNXB-Bond - Multi Sector3fund risk0.72%
Fidelity U.S. Bond IndexFXNAXC-Bond - Multi Sector3fund risk0.05%
American Century Inflation Adjusted Bond Fund Institutional ClassAIANXC+U.S. Treasury - TIPS4fund risk0.27%
Other     
Fidelity Money Market Trust Retirement Government Money Market PortfolioFGMXX Other0fund risk0%
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