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Software Technology Inc. 401(k) Plan
Investment Model Portfolios

Investment options of Software Technology Inc. 401(k) Plan

Total Available Funds: 46
Asset Class Ticker Description
US EQUITY
LARGE GROWTH FEXPX Fidelity Export & Multinational
MID-CAP BLEND FSLCX Fidelity Small Cap Stock
LARGE BLEND FSTVX Fidelity Spartan Total Mkt Idx Advtg
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE BLEND FDEQX Fidelity Disciplined Equity
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
LARGE VALUE FSLVX Fidelity Stock Selec Lg Cp Val
LARGE GROWTH FCNTX Fidelity Contrafund
MID-CAP VALUE FDVLX Fidelity Value
SMALL BLEND FDSCX Fidelity Stock Selector Sm Cp
LARGE GROWTH FBGRX Fidelity Blue Chip Growth
LARGE VALUE FEQIX Fidelity Equity-Income
LARGE VALUE LBSAX Columbia Dividend Income A
LARGE GROWTH FDCAX Fidelity Capital Appreciation
Others
Target Date 2051+ FDEEX Fidelity Freedom 2055
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Utilities FSUTX Fidelity Select Utilities Portfolio
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Health FSPHX Fidelity Select Health Care
Retirement Income FFFAX Fidelity Freedom Income
Utilities FIUIX Fidelity Telecom and Utilities
Equity Energy FSENX Fidelity Select Energy
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
ROOT FRTXX FID RETIRE MMKT
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Moderate Allocation FBALX Fidelity Balanced
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Natural Resources FNARX Fidelity Select Natural Resources
ROOT - FID MGD INC PORT
Consumer Cyclical FDLSX Fidelity Select Leisure
Target Date 2046-2050 FFFHX Fidelity Freedom 2050
Industrials FSDAX Fidelity Select Defense & Aerospace
INTERNATIONAL EQUITY
EUROPE STOCK FIEUX Fidelity Europe
Foreign Large Blend FIGRX Fidelity International Discovery
REAL ESTATE
REAL ESTATE FRESX Fidelity Real Estate Investment
Emerging Market
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS FEMKX Fidelity Emerging Markets
FIXED INCOME
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
Emerging Markets Bond FNMIX Fidelity New Markets Income
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FSITX Fidelity Spartan US Bond Idx Advtg

Investment model portfolios

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

Types of portfolio strategies

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.