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MyPlanIQ 401k Investor Citrix Systems Inc. 401(k) Plan

Citrix Systems Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDIX Invesco Developing Markets Instl
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 I
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 I
Target Date 2046-2050 FFFPX Fidelity Advisor Freedom 2050 I
INTERNATIONAL EQUITY
Foreign Large Blend OIEAX JPMorgan International Equity Index Sel
Foreign Large Blend FSPNX Fidelity Spartan Intl Idx Instl
US EQUITY
LARGE VALUE ACIIX American Century Equity Income Instl
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z
MID-CAP VALUE CMVIX BlackRock Mid-Cap Value Equity Instl
Total Available Funds: 31
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS GTDIX Invesco Developing Markets Instl
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 I
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 I
Target Date 2046-2050 FFFPX Fidelity Advisor Freedom 2050 I
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 I
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 I
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 I
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 I
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 I
Moderate Allocation FAIOX Fidelity Advisor Balanced I
Technology FATIX Fidelity Advisor Technology I
INTERNATIONAL EQUITY
Foreign Large Blend OIEAX JPMorgan International Equity Index Sel
Foreign Large Blend FSPNX Fidelity Spartan Intl Idx Instl
US EQUITY
LARGE VALUE ACIIX American Century Equity Income Instl
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z
MID-CAP VALUE CMVIX BlackRock Mid-Cap Value Equity Instl
LARGE GROWTH FAGCX Fidelity Advisor Growth Opportunities I
Small Growth ARSTX Nuveen Small Cap Select I
LARGE BLEND HLEIX JPMorgan Equity Index Select
LARGE VALUE EQPIX Fidelity Advisor Equity Income I
Mid-Cap Growth FMCCX Fidelity Advisor Stock Selector Mid Cp I
Mid-Cap Growth FMCDX Fidelity Advisor Stock Selector Mid Cp A
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl
Multisector Bond FSRIX Fidelity Advisor Strategic Income I
Short-Term Bond FSXIX Fidelity Advisor Short Fxd-Inc I
Total Available Funds: 31
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS GTDIX Invesco Developing Markets Instl 88% 3 60 0 1.34% 20.91%
Others
Target Date 2021-2025 FITWX Fidelity Advisor Freedom 2025 I 94% 3 60 0 1.11% 8.35%
Target Date 2011-2015 FFVIX Fidelity Advisor Freedom 2015 I 93% 3 60 0 1.03% 7.17%
Target Date 2046-2050 FFFPX Fidelity Advisor Freedom 2050 I 93% 3 60 0 1% 2.34%
Target Date 2016-2020 FDIFX Fidelity Advisor Freedom 2020 I 92% 3 60 0 1.07% 8.26%
Target Date 2031-2035 FITHX Fidelity Advisor Freedom 2035 I 91% 3 60 0 0.96% 3.76%
Target Date 2041-2045 FFFIX Fidelity Advisor Freedom 2045 I 90% 3 60 0 1.25% 2.61%
Target Date 2026-2030 FEFIX Fidelity Advisor Freedom 2030 I 90% 3 60 0 1.16% 8.06%
Target Date 2036-2040 FIFFX Fidelity Advisor Freedom 2040 I 88% 3 60 0 1.24% 3.27%
Target Date 2000-2010 FCIFX Fidelity Advisor Freedom 2010 I 84% 3 60 0 0.73% 3.77%
Target Date 2000-2010 FFIVX Fidelity Advisor Freedom 2005 I 82% 3 60 0 0.97% 3.17%
Moderate Allocation FAIOX Fidelity Advisor Balanced I 79% 3 60 0 1.57% 4.83%
Technology FATIX Fidelity Advisor Technology I 73% 3 60 0 1.21% 16.53%
INTERNATIONAL EQUITY
Foreign Large Blend OIEAX JPMorgan International Equity Index Sel 0% 3 60 0 0.35% 3.86%
Foreign Large Blend FSPNX Fidelity Spartan Intl Idx Instl 0% 3 60 0 0.05% 2.55%
US EQUITY
LARGE VALUE ACIIX American Century Equity Income Instl 91% 3 60 0 1.18% 10.43%
SMALL VALUE CSCZX Columbia Small Cap Value Fund I Class Z 89% 3 60 0 1.24% 12.94%
MID-CAP VALUE CMVIX BlackRock Mid-Cap Value Equity Instl 88% 3 60 0 0.87% 7.4%
LARGE GROWTH FAGCX Fidelity Advisor Growth Opportunities I 85% 3 60 0 1.65% 4.24%
Small Growth ARSTX Nuveen Small Cap Select I 81% 3 60 0 1.24% 2.87%
LARGE BLEND HLEIX JPMorgan Equity Index Select 77% 3 60 0 0.2% 1.05%
LARGE VALUE EQPIX Fidelity Advisor Equity Income I 71% 3 60 0 0.65% 9.81%
Mid-Cap Growth FMCCX Fidelity Advisor Stock Selector Mid Cp I 71% 3 60 0 1.22% 8.3%
Mid-Cap Growth FMCDX Fidelity Advisor Stock Selector Mid Cp A 35% 3 60 0 0.72% 8.77%
LARGE BLEND FXSIX Fidelity Spartan 500 Index Institutional 0% 3 60 0 0.04% 2.05%
MID-CAP BLEND FSCKX Fidelity Spartan Mid Cap Idx Advtg 0% 3 60 0 0.14% 2.71%
SMALL BLEND FSSVX Fidelity Spartan Sm Cp Idx Advtg 0% 3 60 0 0.24% 3.31%
FIXED INCOME
Intermediate-Term Bond WOBDX JPMorgan Core Bond Select 94% 3 60 0 1.1% 4.06%
Inflation-Protected Bond AIANX American Century Infl-Adj Bond Instl 93% 3 60 0 0.76% 4.46%
Multisector Bond FSRIX Fidelity Advisor Strategic Income I 83% 3 60 0 0.98% 4.48%
Short-Term Bond FSXIX Fidelity Advisor Short Fxd-Inc I 0% 3 60 0 0.53% 1.06%
Average Expense Ratio: 0.9%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
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