MyPlanIQ ARKEMA INC. EMPLOYEES` RETIREMENT SAVINGS 401K PLAN

ARKEMA INC. EMPLOYEES` RETIREMENT SAVINGS 401K PLAN Investment Model Portfolios

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ARKEMA INC. EMPLOYEES' RETIREMENT SAVINGS (401(K)) PLAN
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Devonshire Trust: Fidelity Real Estate Investment Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
FOREIGN SMALL/MID GROWTH PRIDX T Rowe Price International Funds
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund
FIXED INCOME
High Yield Bond SPHIX Fidelity Summer Street Trust: High Income Fund
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
Intermediate-Term Bond FSITX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Fidelity Advantage Class Shares
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FRESX Fidelity Devonshire Trust: Fidelity Real Estate Investment Portfolio
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund
FOREIGN SMALL/MID GROWTH PRIDX T Rowe Price International Funds
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund
World Allocation FGBLX Fidelity Charles Street Trust: Fidelity Global Balanced Fund
FIXED INCOME
High Yield Bond SPHIX Fidelity Summer Street Trust: High Income Fund
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares
Intermediate-Term Bond FSITX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Fidelity Advantage Class Shares
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund
LARGE GROWTH FCNTX Fidelity Contrafund
LARGE GROWTH FMAGX Fidelity Magellan Fund
Total Available Funds: 14
  • 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
REAL ESTATE
REAL ESTATE FRESX Fidelity Devonshire Trust: Fidelity Real Estate Investment Portfolio 96% 3 60 0 0.72% 1.13%
INTERNATIONAL EQUITY
Foreign Large Blend FIGRX Fidelity Investment Trust: Fidelity International Discovery Fund 90% 3 60 0 0.99% 2.9%
FOREIGN SMALL/MID GROWTH PRIDX T Rowe Price International Funds 87% 3 60 0 1.23% 2.31%
Others
Moderate Allocation FBALX Fidelity Puritan Trust: Fidelity Balanced Fund 79% 3 60 0 0.5% 1.01%
Target Date 2000-2010 FFKBX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2000 Fund 0% 3 60 0 0.39% 4.72%
Target Date 2000-2010 FFKVX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2005 Fund 0% 3 60 0 0.46% 5.14%
Target Date 2011-2015 FKVFX Fidelity Aberdeen Street Trust: Fidelity Freedom K 2015 Fund 0% 3 60 0 0.51% 6.93%
World Allocation FGBLX Fidelity Charles Street Trust: Fidelity Global Balanced Fund 0% 3 60 0 1.06% 23.93%
FIXED INCOME
High Yield Bond SPHIX Fidelity Summer Street Trust: High Income Fund 91% 3 60 0 1.16% 3.36%
Intermediate-Term Bond FBIDX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Investor Class Shares 0% 3 60 0 0.13% 2.54%
Intermediate-Term Bond FSITX Fidelity Salem Street Trust: Spartan US Bond Index Fund; Fidelity Advantage Class Shares 0% 3 60 0 0.11% 2.65%
US EQUITY
LARGE GROWTH FBGRX Fidelity Securities Fund: Fidelity Blue Chip Growth Fund 99% 3 60 0 0.69% 1.27%
LARGE GROWTH FCNTX Fidelity Contrafund 96% 3 60 0 0.55% 0.07%
LARGE GROWTH FMAGX Fidelity Magellan Fund 75% 3 60 0 0.52% 0.25%
Average Expense Ratio: 0.64%
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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*
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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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