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Citrix Systems, Inc. 401(K) Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Fidelity Advisor Balanced Fund I ClassFAIOXCU.S. All Cap11fund risk0.67%
Fidelity Advisor Freedom 2045 Fund Class IFFFIXBU.S. All Cap13fund risk0.78%
Fidelity Advisor Freedom 2050 Fund Class IFFFPXBU.S. All Cap13fund risk0.79%
Fidelity Advisor Freedom 2055 Fund Class IFHFIXBU.S. All Cap13fund risk0.82%
Fidelity Advisor Freedom 2040 Fund Class IFIFFXBU.S. All Cap13fund risk0.77%
Fidelity 500 IndexFXAIXCU.S. Large Cap15fund risk0.02%
Fidelity Mid Cap IndexFSMDXC+U.S. Mid Cap16fund risk0.04%
Nuveen Small Cap Select Fund Class IARSTXA+U.S. Small Cap22fund risk1.08%
Fidelity Small Cap IndexFSSNXC+U.S. Small Cap23fund risk0.05%
Fidelity Advisor Freedom Income Fund Class IFIAFXBU.S. All Cap4fund risk0.47%
Fidelity Advisor Freedom 2005 Fund Class IFFIVXBU.S. All Cap4fund risk0.56%
Fidelity Advisor Freedom 2010 Fund Class IFCIFXBU.S. All Cap5fund risk0.61%
Fidelity Advisor Freedom 2015 Fund Class IFFVIXBU.S. All Cap7fund risk0.62%
Fidelity Advisor Freedom 2020 Fund Class IFDIFXBU.S. All Cap8fund risk0.66%
Fidelity Advisor Freedom 2025 Fund Class IFITWXBU.S. All Cap9fund risk0.71%
Fidelity Advisor Freedom 2030 Fund Class IFEFIXBU.S. All Cap10fund risk0.73%
U.S. Equities - Growth     
Oppenheimer Global Fund Class Fund Class YOGLYXA--U.S. All Cap - Growth18fund risk0.92%
BlackRock Flexible Equity Fund Institutional SharesCMVIXC--U.S. Large Cap - Growth20fund risk0.97%
Fidelity Advisor Growth Opportunities Fund I ClassFAGCXB--U.S. All Cap - Growth24fund risk0.93%
Fidelity Advisor Technology Fund I ClassFATIXD--U.S. All Cap - Growth25fund risk0.83%
U.S. Equities - Value     
American Century Equity Income Fund Institutional ClassACIIXC++U.S. Mega Cap - Value11fund risk0.73%
BlackRock U.S. Opportunities Portfolio Institutional SharesBMCIXB++U.S. All Cap - Value14fund risk1.01%
Fidelity Advisor Stock Selector Mid Cap Fund I ClassFMCCXC++U.S. Mid Cap - Value19fund risk0.69%
Columbia Small Cap Value Fund I Class ZCSCZXC++U.S. Small Cap - Value25fund risk1.06%
Global & Intl. Equity     
Fidelity International IndexFSPSXB-International Large Cap14fund risk0.06%
Invesco Developing Markets Fund R5 ClassGTDIXCEmerging Markets15fund risk1.01%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
JPMorgan Core Bond Fund Select ClassWOBDXB-Bond - Multi Sector3fund risk0.58%
Fidelity Advisor Strategic Income Fund Class IFSRIXB++Bond - U.S. High Yield3fund risk0.75%
American Century Inflation Adjusted Bond Fund Institutional ClassAIANXC+U.S. Treasury - TIPS4fund risk0.27%
Other     
Fidelity Advisor Short Fixed-Income Fund I ClassFSXIX Other0fund risk0.52%
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