Fujitsu Group 401(k) Plan
Investment Model Portfolios

Fujitsu Group 401(k) Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Investment options of Fujitsu Group 401(k) Plan

Total Available Funds: 182
Asset Class Ticker Description
Others
Moderate Allocation RLBFX AF Balanced Fund R5
ROOT MAPUX Blackrock Fundamental Growth I
World Allocation MALOX Blackrock Global Allocation I
ROOT noticker Aberdeen Intl Focus Com
Conservative Allocation noticker Fidelity Asset Mgr Aggr
Moderate Allocation FBAKX Fidelity Balanced K
Convertibles FCVSX Fidelity Convertible Sec
Target Date 2000-2010 FFFBX Fidelity Freedom 2000
Target Date 2000-2010 FFFVX Fidelity Freedom 2005
Target Date 2000-2010 FFFCX Fidelity Freedom 2010
Target Date 2011-2015 FFVFX Fidelity Freedom 2015
Target Date 2016-2020 FFFDX Fidelity Freedom 2020
Target Date 2021-2025 FFTWX Fidelity Freedom 2025
Target Date 2026-2030 FFFEX Fidelity Freedom 2030
Target Date 2031-2035 FFTHX Fidelity Freedom 2035
Target Date 2036-2040 FFFFX Fidelity Freedom 2040
Target Date 2041-2045 FFFGX Fidelity Freedom 2045
Target Date 2050+ FFFHX Fidelity Freedom 2050
Retirement Income FFFAX Fidelity Freedom Income
Moderate Allocation FPUKX Fidelity Puritan K
Industrials FSAIX Fidelity Sel Air Transprt
MISCELLANEOUS SECTOR FSAVX Fidelity Sel Automotive
Financial FSRBX Fidelity Sel Banking
Health FBIOX Fidelity Sel Biotech
Financial FSLBX Fidelity Sel Brokerage
MISCELLANEOUS SECTOR FSCHX Fidelity Sel Chemical
Communications FSDCX Fidelity Sel Comm Equip
Technology FDCPX Fidelity Sel Computers
Consumer Staples FDFAX Fidelity Sel Consumer Staples
MISCELLANEOUS SECTOR FSHOX Fidelity Sel Constr/house
Industrials FSDAX Fidelity Sel Defense
Technology FSELX Fidelity Sel Electronics
Equity Energy FANIX Fidelity Sel Energy Svcs
Financial FIDSX Fidelity Sel Financial
Health FSPHX Fidelity Sel Healthcare
Financial noticker Fidelity Sel Home Finance
Industrials FSCGX Fidelity Sel Indust Equip
Industrials FCYIX Fidelity Sel Industrials
Financial FSPCX Fidelity Sel Insurance
Consumer Discretionary FDLSX Fidelity Sel Leisure
Natural Resources FSDPX Fidelity Sel Materials
Health FSMEX Fidelity Sel Med Eq & Sys
Health FSHCX Fidelity Sel Medical Del
Communications FBMPX Fidelity Sel Multimedia
Equity Energy FSNGX Fidelity Sel Natural Gas
Natural Resources FNARX Fidelity Sel Natural Res
Technology FSCSX Fidelity Sel Software
Technology FSPTX Fidelity Sel Technology
Communications FSTCX Fidelity Sel Telecomm
Industrials FSRFX Fidelity Sel Transport
Communications FWRLX Fidelity Sel Wireless
Moderate Allocation FPACX FPA Crescent
Moderate Allocation JBALX Janus Balanced Fund
ROOT MCPIX MSIF Capital Growth P
INTERNATIONAL EQUITY
Foreign Large Blend RERFX AF Europacific Growth R5
WORLD STOCK AGAAX AIM GBL Small & Mid Cap Grow
WORLD STOCK KGDIX DWS Global Opps S
Foreign Large Blend SCINX DWS International S
Foreign Large Blend FICDX Fidelity Canada
Foreign Large Growth FDIKX Fidelity Diversified Intl K
EUROPE STOCK FIEUX Fidelity Europe
EUROPE STOCK FECAX Fidelity Europe Capital Appreciation
Foreign Large Blend FIDKX Fidelity Intl Discovery K
JAPAN STOCK FJPNX Fidelity Japan
JAPAN STOCK FJSCX Fidelity Japan Smaller Co
EUROPE STOCK FNORX Fidelity Nordic
Foreign Large Blend FOSKX Fidelity Overseas K
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Southeast Asia
WORLD STOCK FWWFX Fidelity Worldwide
Foreign Large Growth JIGFX Janus Overseas
Foreign Large Blend noticker MSIF Active Intl P
WORLD STOCK TEDIX Mutual Global Discovery A
Foreign Large Blend FSIVX Spartan Intl Index
Foreign Large Value TEMFX Templeton Foreign A
WORLD STOCK TEPLX Templeton Growth A
WORLD STOCK TEMWX Templeton World A
Foreign Large Growth USIFX USAA International
US EQUITY
LARGE GROWTH RGAFX AF Growth Fund of Amer R5
LARGE VALUE RWMFX AF Washington Mutual R5
LARGE VALUE DDFRX AIM Divsf Divd Inv
Mid-Cap Growth FIDYX AIM Dynamics Inv
LARGE GROWTH LCRGX AIM LG Cap Grth Inv
LARGE BLEND LCINX AIM LGCP BSC Val Inv
LARGE GROWTH ALARX Alger Cap Appreciation I
Mid-Cap Growth AGIRX Alger Midcap Growth I
Small Growth ALSRX Alger Small Cap I
LARGE GROWTH PICAX Allianz CCM Cap AP Adm
Mid-Cap Growth PMCGX Allianz CCM Mid CP Adm
MID-CAP BLEND CAAPX Ariel Appreciation
Mid-Cap Growth BARAX Baron Asset Fund
Mid-Cap Growth BGRFX Baron Growth Fund
LARGE VALUE MABAX Blackrock Basic Value I
LARGE GROWTH MALHX Blackrock LG Cap Growth I
LARGE VALUE MALVX Blackrock LG Cap Value I
LARGE VALUE GSLAX CS Large Cap Value A
LARGE BLEND DSFRX Domini Social Equity
LARGE GROWTH FRMAX Dreyfus Equity Growth A
LARGE GROWTH FRMUX Dreyfus Equity Growth F
Mid-Cap Growth FRSPX Dreyfus Mid-Cap Growth F
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE BLEND FDEKX Fidelity Disciplined Eqty K
LARGE BLEND FDGKX Fidelity Dividend Growth K
LARGE VALUE FEIKX Fidelity Equity Income K
LARGE VALUE FETKX Fidelity Equity Income II K
LARGE GROWTH FEXKX Fidelity Exp & Multinatl K
LARGE BLEND FFDKX Fidelity Fund K
LARGE GROWTH FFTYX Fidelity Fifty
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
MID-CAP BLEND FLPKX Fidelity Low PR Stk K
LARGE GROWTH FMGKX Fidelity Magellan K
LARGE BLEND FGRTX Fidelity MEGA CAP Stock
Mid-Cap Growth FKMCX Fidelity Mid Cap Stock K
LARGE GROWTH FOCKX Fidelity Otc Portfolio K
SMALL VALUE noticker Fidelity Small Cap Independ
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE GROWTH FSSKX Fidelity Stock Selector K
LARGE GROWTH FTRNX Fidelity Trend
MID-CAP VALUE FVLKX Fidelity Value K
SMALL BLEND FMACX FMA Small Company IS
Mid-Cap Growth FRSGX Franklin Small Mid Cap Growth A
MID-CAP VALUE GSMCX Goldman Sachs Midcap Value Inst
LARGE GROWTH JARTX Janus Adv Forty S
LARGE VALUE JAPIX Janus Adv LC Grth S
LARGE GROWTH JAGRX Janus Fund J
LARGE GROWTH JAMRX Janus Research Fund
LARGE GROWTH JAVLX Janus Twenty Fund
LARGE VALUE IVABX MSIF LGCP Rel Val P
Small Growth MSCSX MSIF SM GO GRTH P
LARGE VALUE TESIX Mutual Shares Cl A
LARGE BLEND NBFCX Neuberger Berman Focus Trust
SMALL BLEND NBGEX Neuberger Berman Genesis – Tr Cl
LARGE BLEND NGUAX Neuberger Berman Guardian Trust
LARGE BLEND NPRTX Neuberger Berman Partners Trust
LARGE BLEND NBSTX Neuberger Berman Socially Resp Tr
LARGE GROWTH VWUAX PIMCO LT US Govt Adm
Small Growth RHJSX Rice Hall James Micro Cap
Small Growth RSLGX RS Investments Smaller Cap Growth
LARGE BLEND FSTVX Spartan Total Mkt Index
LARGE GROWTH TGCNX TCW Select Equity N
Small Growth TGSNX TCW Small Cap Growth N
Mid-Cap Growth STCSX WFA Common Stock Inv
Mid-Cap Growth STDIX WFA Discovery Inv
LARGE GROWTH SGROX WFA Growth Inv
MID-CAP BLEND SOPFX WFA Opportunity Inv
SMALL BLEND SSMVX WFA Small Cap Val 9
LARGE VALUE noticker Fidelity Managed Income Portfolio II
US Small Cap ^RUT BlackRock Russell 2000 Index Fund K
MID-CAP VALUE CMVIX BlackRock Mid Capitalization Equity Index Fund K
LARGE BLEND PNIEX BlackRock Equity Index Fund H
LARGE BLEND noticker Fidelity BrokerageLink
FIXED INCOME
High Yield Bond AMHYX AIM High Yield Inv
Intermediate-Term Bond AIIVX AIM Income Fund Inv
WORLD BOND CUGAX Aberdenn Global Fixed Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGMNX Fidelity Ginnie MAE
Intermediate Government FGOVX Fidelity Gov’t Income
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond FTHRX Fidelity Intermed Bond
Intermediate-Term Bond FBNDX Fidelity Invst GR BD
Emerging Markets Bond FNMIX Fidelity New Markets Inc
Multisector Bond FSICX Fidelity Strategic Income
Intermediate-Term Bond FBIDX Fidelity US BD Index
Intermediate-Term Bond JFLEX Janus Flexible Bond
Intermediate-Term Bond MWTIX Metropolitan West Total Return Bond I
Intermediate-Term Bond NCRIX Neuberger Berman Core Bond Inv
WORLD BOND PADMX PIMCO Glbbnd AD Unhdgd
High Yield Bond PHIYX PIMCO High Yield Inst
Intermediate-Term Bond PTTRX PIMCO Total RT Inst
WORLD BOND TPINX Templeton Global Bond A
Intermediate Government USGNX USAA GNMA Trust
Intermediate-Term Bond USAIX USAA Income Fund
Intermediate Government STVSX WFA Gov’t Security Inv
ULTRASHORT BOND STADX WFA Ultra ST Inc Inv
REAL ESTATE
REAL ESTATE CSRIX Cohen & Steers Inst Realty Shares
REAL ESTATE FRESX Fidelity Real Estate Invs
REAL ESTATE RREYX Russell Real Estate Secs S
Emerging Market
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS MNEFX MSIF Emgerging Mkts P
DIVERSIFIED EMERGING MKTS TDADX Templeton Dev Mkts A

Investment model portfolios

We provide two types of investment model portfolios for Fujitsu Group 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.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fujitsu Group 401(k) Plan Strategic Asset Allocation – Optimal Moderate NA -7.85% 8.54% 4.59% 5.02% 4.93% 6.99% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -0.66% 13.89% 13.56% 13.55% 9.18% 9.04% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -7.50% 6.02% 6.12% 6.38% 4.90% 6.01% … …
Data as of 04/29/2022, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Fujitsu Group 401(k) Plan Tactical Asset Allocation Moderate NA -0.30% 7.82% 7.11% 5.64% 7.58% 9.43% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 21.14% 20.72% 16.72% 15.31% 10.05% 9.20% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 5.37% 10.94% 8.77% 7.66% 5.73% 6.39% … …
Data as of 01/31/2022, Common starting date is 12/31/2000

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