MyPlanIQ 401k Investor Ansys Inc Employees Retirement Program

Ansys Inc Employees Retirement Program Investment Model Portfolios

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ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend TIVRX Thornburg International Value R5
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
Multisector Bond FSICX Fidelity Strategic Income
US EQUITY
Small Growth RVPIX Royce Value Plus Inst
Small Growth VSEIX JP Morgan Small Cap Equity Select
LARGE BLEND FSTMX Fidelity Spartan U.S. Equity Index
Total Available Funds: 26
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX Columbia Acorn International Z
Foreign Large Blend TIVRX Thornburg International Value R5
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055
Retirement Income TRRIX T. Rowe Price Retirement Income
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050
ROOT CASH Fidelity U.S. Government Interest-Bearing Cash
ROOT CASH Fidelity Managed Income Portfolio
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y
Multisector Bond FSICX Fidelity Strategic Income
US EQUITY
Small Growth RVPIX Royce Value Plus Inst
Small Growth VSEIX JP Morgan Small Cap Equity Select
LARGE BLEND FSTMX Fidelity Spartan U.S. Equity Index
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Inst
LARGE GROWTH RGAFX American Funds Growth Fund of America R4
LARGE BLEND HCAYX Hartford Capital Appreciation Y
SMALL VALUE CCTRX Columbia Small Cap Value II
LARGE VALUE CVFCX Pioneer Cullen Value A
Total Available Funds: 26
  • 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 SMALL/MID GROWTH ACINX Columbia Acorn International Z 99% 3 60 0 1.48% 3.33%
Foreign Large Blend TIVRX Thornburg International Value R5 93% 3 60 0 1.16% 1.83%
Others
Target Date 2036-2040 TRRDX T. Rowe Price Retirement 2040 100% 3 60 0 0.6% 2.38%
Target Date 2026-2030 TRRCX T. Rowe Price Retirement 2030 100% 3 60 0 1.08% 3.5%
Target Date 2016-2020 TRRBX T. Rowe Price Retirement 2020 100% 3 60 0 0.78% 0%
Target Date 2011-2015 TRRGX T. Rowe Price Retirement 2015 100% 3 60 0 0.76% 0%
Target Date 2031-2035 TRRJX T. Rowe Price Retirement 2035 97% 3 60 0 0.84% 0%
Target Date 2000-2010 TRRAX T. Rowe Price Retirement 2010 97% 3 60 0 0.99% 0%
Target Date 2021-2025 TRRHX T. Rowe Price Retirement 2025 96% 3 60 0 1.05% 0%
Target Date 2041-2045 TRRKX T. Rowe Price Retirement 2045 96% 3 60 0 1.12% 0%
Target Date 2050+ TRRNX T. Rowe Price Retirement 2055 93% 3 60 0 1.14% 0%
Retirement Income TRRIX T. Rowe Price Retirement Income 91% 3 60 0 0.34% 3.41%
Target Date 2050+ TRRMX T. Rowe Price Retirement 2050 77% 3 60 0 0.63% 0%
ROOT CASH Fidelity U.S. Government Interest-Bearing Cash 0% 0 60 0 NA 5.5%
ROOT CASH Fidelity Managed Income Portfolio 0% 0 60 0 NA 5.5%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return Inst 96% 3 60 0 0.83% 2.79%
Intermediate-Term Bond LSIIX Loomis Sayles Investment Grade Bond Y 85% 3 60 0 0.74% 3.39%
Multisector Bond FSICX Fidelity Strategic Income 74% 3 60 0 0.7% 3.83%
US EQUITY
Small Growth RVPIX Royce Value Plus Inst 98% 3 60 0 1.24% 1.15%
Small Growth VSEIX JP Morgan Small Cap Equity Select 94% 3 60 0 1.26% 0.28%
LARGE BLEND FSTMX Fidelity Spartan U.S. Equity Index 93% 3 60 0 0.09% 1.34%
MID-CAP VALUE GSMCX Goldman Sachs Mid Cap Value Inst 83% 3 60 0 1.18% 1.1%
LARGE GROWTH RGAFX American Funds Growth Fund of America R4 75% 3 60 0 0.63% 0.74%
LARGE BLEND HCAYX Hartford Capital Appreciation Y 46% 3 60 0 0.81% 0%
SMALL VALUE CCTRX Columbia Small Cap Value II 46% 3 60 0 1.27% 1.46%
LARGE VALUE CVFCX Pioneer Cullen Value A 44% 3 60 0 0.45% 4.82%
Average Expense Ratio: 0.88%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 13.6% 27.2% 3.5% 7.1% 5.4% 6.6%

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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 for Portfolio Details or Follow 0.4% 9.8% 0.7% 4.9% 4.5% 6.3%

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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 for Portfolio Details or Follow 0.4% 4.1% -1.1% 4.8% 3.6% 4.8%

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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(Ticker:ANSS)
The plan consists of 26 funds. It covers 3 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Fixed Income.

ANSYS, Inc. engages in the development and marketing of engineering simulation software and services used by engineers and designers in aerospace, automotive, manufacturing, electronics, biomedical, energy, and defense industries. In June 2011, Ansys announced that it acquired Apache Design Solutions, a power design automation company.



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