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Citrix Systems, Inc. 401(K) Plan
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PLAN FUNDS
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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.
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Name
Ticker
Rating
Best Fit Category
Risk (%)
Fees
U.S. Equities - Blend
Fidelity Advisor Balanced Fund I Class
FAIOX
C
U.S. All Cap
11
0.67%
Fidelity Advisor Freedom 2045 Fund Class I
FFFIX
B
U.S. All Cap
13
0.78%
Fidelity Advisor Freedom 2050 Fund Class I
FFFPX
B
U.S. All Cap
13
0.79%
Fidelity Advisor Freedom 2055 Fund Class I
FHFIX
B
U.S. All Cap
13
0.82%
Fidelity Advisor Freedom 2040 Fund Class I
FIFFX
B
U.S. All Cap
13
0.77%
Fidelity 500 Index
FXAIX
C
U.S. Large Cap
15
0.02%
Fidelity Mid Cap Index
FSMDX
C+
U.S. Mid Cap
16
0.04%
Nuveen Small Cap Select Fund Class I
ARSTX
A+
U.S. Small Cap
22
1.08%
Fidelity Small Cap Index
FSSNX
C+
U.S. Small Cap
23
0.05%
Fidelity Advisor Freedom Income Fund Class I
FIAFX
B
U.S. All Cap
4
0.47%
Fidelity Advisor Freedom 2005 Fund Class I
FFIVX
B
U.S. All Cap
4
0.56%
Fidelity Advisor Freedom 2010 Fund Class I
FCIFX
B
U.S. All Cap
5
0.61%
Fidelity Advisor Freedom 2015 Fund Class I
FFVIX
B
U.S. All Cap
7
0.62%
Fidelity Advisor Freedom 2020 Fund Class I
FDIFX
B
U.S. All Cap
8
0.66%
Fidelity Advisor Freedom 2025 Fund Class I
FITWX
B
U.S. All Cap
9
0.71%
Fidelity Advisor Freedom 2030 Fund Class I
FEFIX
B
U.S. All Cap
10
0.73%
U.S. Equities - Growth
Oppenheimer Global Fund Class Fund Class Y
OGLYX
A--
U.S. All Cap - Growth
18
0.92%
BlackRock Flexible Equity Fund Institutional Shares
CMVIX
C--
U.S. Large Cap - Growth
20
0.97%
Fidelity Advisor Growth Opportunities Fund I Class
FAGCX
B--
U.S. All Cap - Growth
24
0.93%
Fidelity Advisor Technology Fund I Class
FATIX
D--
U.S. All Cap - Growth
25
0.83%
U.S. Equities - Value
American Century Equity Income Fund Institutional Class
ACIIX
C++
U.S. Mega Cap - Value
11
0.73%
BlackRock U.S. Opportunities Portfolio Institutional Shares
BMCIX
B++
U.S. All Cap - Value
14
1.01%
Fidelity Advisor Stock Selector Mid Cap Fund I Class
FMCCX
C++
U.S. Mid Cap - Value
19
0.69%
Columbia Small Cap Value Fund I Class Z
CSCZX
C++
U.S. Small Cap - Value
25
1.06%
Global & Intl. Equity
Fidelity International Index
FSPSX
B-
International Large Cap
14
0.06%
Invesco Developing Markets Fund R5 Class
GTDIX
C
Emerging Markets
15
1.01%
Bonds
US Cash / Money Market
USCASH
C
U.S. Cash / Money Market
0
0%
JPMorgan Core Bond Fund Select Class
WOBDX
B-
Bond - Multi Sector
3
0.58%
Fidelity Advisor Strategic Income Fund Class I
FSRIX
B++
Bond - U.S. High Yield
3
0.75%
American Century Inflation Adjusted Bond Fund Institutional Class
AIANX
C+
U.S. Treasury - TIPS
4
0.27%
Other
Fidelity Advisor Short Fixed-Income Fund I Class
FSXIX
Other
0
0.52%
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