World Fuel Services Corporation 401(k) Profit Sharing Plan
Investment Model Portfolios

World Fuel Services Corporation 401(k) Profit Sharing Plan is a defined contribution plan with a profit-sharing component and 401k feature.

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE BLEND ENDIX Fidelity Growth and Income Portfolio
LARGE GROWTH FDGRX Fidelity Growth Company Fund
Mid-Cap Growth FAGKX Fidelity Aggressive Growth Fund
LARGE VALUE FEQTX Fidelity Equity-Income II Fund
LARGE BLEND noticker Fidelity Managed Income Portfolio
LARGE BLEND FUSEX Spartan U.S. Equity Index Fund
LARGE GROWTH FDFFX Fidelity Independence Fund
INTERNATIONAL EQUITY
Foreign Large Blend FDIVX Fidelity Diversified International Fund
Others
Moderate Allocation FPURX Fidelity Puritan Fund
ROOT CASH Fidelity Retirement Money Market Fund
Target Date 2026-2030 FFFEX Fidelity Freedom 2030 Fund
Target Date 2036-2040 FFFFX Fidelity Freedom 2040 Fund
Target Date 2031-2035 FFTHX Fidelity Freedom 2035 Fund
Target Date 2016-2020 FFFDX Fidelity Freedom 2020 Fund
Target Date 2000-2010 FFFCX Fidelity Freedom 2010 Fund
Retirement Income FFFAX Fidelity Freedom Income Fund
Target Date 2021-2025 FFTWX Fidelity Freedom 2025 Fund
Target Date 2041-2045 FFFGX Fidelity Freedom 2045 Fund
Target Date 2050+ FFFHX Fidelity Freedom 2050 Fund
Target Date 2000-2010 FFFBX Fidelity Freedom 2000 Fund
Target Date 2011-2015 FFVFX Fidelity Freedom 2015 Fund
Target Date 2000-2010 FFFVX Fidelity Freedom 2005 Fund
FIXED INCOME
High Yield Bond FAGIX Fidelity Capital and Income Fund

The following is a moderate-risk model portfolio constructed from the investment options of World Fuel Services Corporation 401(k) Profit Sharing Plan.

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 World Fuel Services Corporation 401(k) Profit Sharing Plan

Click here for more plan details and features ►