MyPlanIQ DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS

DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth DISAX Strategic Funds
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
Inflation-Protected Bond ATPIX American Beacon Funds: American Beacon Treasury Inflation Protected Securities Fund; Institutional Cl Shares
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
Total Available Funds: 20
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Growth DISAX Strategic Funds
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 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 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
Target Date 2026-2030 FFKEX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2030 Fund
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds
Inflation-Protected Bond ATPIX American Beacon Funds: American Beacon Treasury Inflation Protected Securities Fund; Institutional Cl Shares
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares
SMALL BLEND DISSX Dreyfus Index Funds
LARGE GROWTH APGAX AllianceBernstein Large Cap Growth Fund
MID-CAP BLEND PESPX Dreyfus Midcap Index 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
INTERNATIONAL EQUITY
Foreign Large Growth DISAX Strategic Funds 13% 3 60 0 0.89% 1.87%
Others
Target Date 2016-2020 FFFDX Fidelity Aberdeen Street Trust: Fidelity Freedom 2020 Fund 98% 3 60 0 0.58% 2.56%
Target Date 2036-2040 FFFFX Fidelity Aberdeen Street Trust: Fidelity Freedom 2040 Fund 95% 3 60 0 0.64% 1.6%
Target Date 2031-2035 FFTHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2035 Fund 95% 3 60 0 0.7% 1.76%
Target Date 2046-2050 FFFHX Fidelity Aberdeen Street Trust: Fidelity Freedom 2050 Fund 94% 3 60 0 0.75% 1.65%
Target Date 2000-2010 FFFCX Fidelity Aberdeen Street Trust: Fidelity Freedom 2010 Fund 92% 3 60 0 0.49% 2.68%
Target Date 2041-2045 FFFGX Fidelity Aberdeen Street Trust: Fidelity Freedom 2045 Fund 91% 3 60 0 0.75% 1.71%
Target Date 2000-2010 FFFVX Fidelity Aberdeen Street Trust: Fidelity Freedom 2005 Fund 87% 3 60 0 0.42% 2.9%
Target Date 2021-2025 FKTWX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2025 Fund 0% 3 60 0 0.58% 1.47%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 2.06%
Target Date 2026-2030 FFKEX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2030 Fund 0% 3 60 0 0.59% 1.74%
FIXED INCOME
Multisector Bond FSTAX Fidelity Advisor Series II: Fidelity Advisor Strategic Income Fund; Class A Shares 67% 3 60 0 0.97% 4.15%
Intermediate-Term Bond DBMIX Dreyfus/Laurel Funds 61% 3 60 0 0.4% 3.3%
Inflation-Protected Bond ATPIX American Beacon Funds: American Beacon Treasury Inflation Protected Securities Fund; Institutional Cl Shares 0% 3 60 0 0.26% 0%
US EQUITY
LARGE BLEND FDGFX Fidelity Securities Fund: Fidelity Dividend Growth Fund 99% 3 60 0 0.77% 3.06%
Mid-Cap Growth BMCIX BlackRock Funds: BlackRock US Opportunities Portfolio; Institutional Shares 94% 3 60 0 1.1% 6.55%
Small Growth PSGIX BlackRock Funds: BlackRock Small Cap Growth Equity Portfolio; Institutional Shares 93% 3 60 0 1% 0.24%
SMALL BLEND DISSX Dreyfus Index Funds 79% 3 60 0 0.5% 8.37%
LARGE GROWTH APGAX AllianceBernstein Large Cap Growth Fund 60% 3 60 0 0.95% 1.77%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 15.85%
Average Expense Ratio: 0.67%
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Related Retirement Plans
DASSAULT SYSTEMES EMPLOYEE SAVINGS PLAN PLUS
Model Portfolios

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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