F5 Networks Inc. 401(k) Profit Sharing Plan and Trust
Investment Model Portfolios

Total Available Funds: 21
Asset Class Ticker Description
Others
Target Date 2026-2030 FFKEX Fidelity Freedom K 2030
Target Date 2016-2020 FFKDX Fidelity Freedom K 2020
Target Date 2036-2040 FFKFX Fidelity Freedom K 2040
Target Date 2041-2045 FFKGX Fidelity Freedom K 2045
Target Date 2046-2050 FFKHX Fidelity Freedom K 2050
Target Date 2011-2015 FKVFX Fidelity Freedom K 2015
ROOT - Seligman Communications & Information
Target Date 2021-2025 FKTWX Fidelity Freedom K 2025
Target Date 2000-2010 FFKCX Fidelity Freedom K 2010
Target Date 2031-2035 FKTHX Fidelity Freedom K 2035
Target Date 2000-2010 FFKVX Fidelity Freedom K 2005
Target Date 2050+ FDENX Fidelity Freedom K 2055
Retirement Income FFKAX Fidelity Freedom K Income
US EQUITY
LARGE BLEND FUSVX Fidelity Spartan 500 Index Advtg
LARGE GROWTH FGCKX Fidelity Growth Company K
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX Oppenheimer Developing Markets Y
INTERNATIONAL EQUITY
WORLD STOCK RWIGX American Funds Capital World G/I R6
Foreign Large Blend FDIKX Fidelity Diversified International K
FIXED INCOME
Intermediate-Term Bond FXSTX Spartan U.S. Bond Index Instl

The following is a moderate-risk model portfolio constructed from the investment options of F5 Networks Inc. 401(k) Profit Sharing Plan and Trust.

This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.

Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.

Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.

Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies


Retirement Plan (401(k)) Info for F5 Networks Inc. 401(k) Profit Sharing Plan and Trust

Click here for more plan details and features ►


Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell
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