Citrix Systems Inc. 401(k) Plan Investment Model Portfolios

Investment options of Citrix Systems Inc. 401(k) Plan

Total Available Funds: 37

Asset Class

Ticker

Description

FIXED INCOME
Intermediate-Term Bond	WOBDX	JPMorgan Core Bond Select
Short-Term Bond	FSXIX	Fidelity Advisor Short Fxd-Inc I
Multisector Bond	FSRIX	Fidelity Advisor Strategic Income I
Inflation-Protected Bond	AIANX	American Century Infl-Adj Bond Instl

Others
Moderate Allocation	FAIOX	Fidelity Advisor Balanced I
Target Date 2021-2025	FITWX	Fidelity Advisor Freedom 2025 I
Target Date 2041-2045	FFFIX	Fidelity Advisor Freedom 2045 I
ROOT	OSND	OPPENHEIMER GLOBAL Y
ROOT	FRTXX	FID RETIRE MMKT
Target Date 2026-2030	FEFIX	Fidelity Advisor Freedom 2030 I
Target Date 2046-2050	FFFPX	Fidelity Advisor Freedom 2050 I
Technology	FATIX	Fidelity Advisor Technology I
ROOT	OKIK	COL MAR 21ST CENT Z
Target Date 2011-2015	FFVIX	Fidelity Advisor Freedom 2015 I
Target Date 2036-2040	FIFFX	Fidelity Advisor Freedom 2040 I
Target Date 2000-2010	FCIFX	Fidelity Advisor Freedom 2010 I
Target Date 2016-2020	FDIFX	Fidelity Advisor Freedom 2020 I
ROOT	0630	FIDELITY RETIRE MMKT
ROOT	OKHY	BLKRK US OPPS INST
Target Date 2031-2035	FITHX	Fidelity Advisor Freedom 2035 I
Target Date 2000-2010	FFIVX	Fidelity Advisor Freedom 2005 I
ROOT	1209	FA FREEDOM INCOME I

US EQUITY
SMALL BLEND	FSSVX	Fidelity Spartan Sm Cp Idx Advtg
LARGE GROWTH	FAGCX	Fidelity Advisor Growth Opportunities I
Mid-Cap Growth	FMCDX	Fidelity Advisor Stock Selector Mid Cp A
MID-CAP BLEND	FSCKX	Fidelity Spartan Mid Cap Idx Advtg
Small Growth	ARSTX	Nuveen Small Cap Select I
MID-CAP VALUE	CMVIX	BlackRock Mid-Cap Value Equity Instl
LARGE VALUE	ACIIX	American Century Equity Income Instl
LARGE VALUE	EQPIX	Fidelity Advisor Equity Income I
LARGE BLEND	HLEIX	JPMorgan Equity Index Select
Mid-Cap Growth	FMCCX	Fidelity Advisor Stock Selector Mid Cp I
SMALL VALUE	CSCZX	Columbia Small Cap Value Fund I Class Z
LARGE BLEND	FXSIX	Fidelity Spartan 500 Index Institutional

INTERNATIONAL EQUITY
Foreign Large Blend	FSPNX	Fidelity Spartan Intl Idx Instl
Foreign Large Blend	OIEAX	JPMorgan International Equity Index Sel

Emerging Market
DIVERSIFIED EMERGING MKTS	GTDIX	Invesco Developing Markets Instl

Investment model portfolios

We provide two types of investment model portfolios for Citrix Systems Inc. 401(k) Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

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