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IBM 401(k) Plus 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 Freedom 2020 Fund Class KFSNOXBU.S. All Cap10fund risk0%
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap11fund risk0%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap12fund risk0.29%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap12fund risk0%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap13fund risk0.18%
Fidelity Freedom 2030 Fund Class KFSNQXAU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap13fund risk0%
Vanguard Star Fund Investor SharesVGSTXBU.S. All Cap13fund risk0.34%
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap14fund risk0%
Fidelity Freedom 2035 Fund Class KFSNUXAU.S. All Cap16fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap16fund risk0%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXBU.S. All Cap17fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap17fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXAU.S. All Cap17fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXAU.S. All Cap17fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXAU.S. All Cap17fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap17fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXAU.S. All Cap17fund risk0%
American Funds Capital World Growth and Income Fund Class R-6RWIGXBU.S. Large Cap17fund risk0.45%
American Funds Investment Company of America Class R-6RICGXCU.S. Large Cap19fund risk0.3%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap19fund risk0.31%
Vanguard Global Equity Fund Investor SharesVHGEXBU.S. All Cap20fund risk0.61%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap20fund risk0.37%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap21fund risk0.26%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap21fund risk0.75%
Vanguard Large Cap Growth (Russell 1000 Growth) Index TrustCU.S. Large Cap21fund risk0.08%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap21fund risk0.16%
Vanguard Total Stock Market Index TrustCU.S. All Cap21fund risk0.05%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap21fund risk0.36%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXBU.S. All Cap22fund risk0.19%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXD++U.S. Mid Cap23fund risk0.09%
Vanguard U.S. Multifactor FundA++U.S. Mid Cap26fund risk0%
Fidelity Small Cap Stock FundFSLCXC++U.S. Small Cap26fund risk0.67%
Vanguard Strategic Equity Fund Investor SharesVSEQXA++U.S. Mid Cap27fund risk0.28%
Fidelity Leveraged Company Stock FundFLVCXAU.S. All Cap27fund risk0.82%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC++U.S. Small Cap27fund risk0.09%
Fidelity Freedom Income Class KFNSHXBU.S. All Cap4fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap5fund risk0%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap6fund risk0%
Income Plus FundCU.S. All Cap6fund risk0.17%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXDU.S. All Cap7fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap8fund risk0%
Fidelity Capital & Income FundFAGIXA++U.S. Mid Cap9fund risk0.71%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Puritan FundFPURXA--U.S. All Cap - Growth14fund risk0.57%
Fidelity Convertible Securities FundFCVSXA--U.S. Mid Cap - Growth19fund risk0.72%
American Funds SMALLCAP World Fund Class R-6RLLGXA--U.S. Mid Cap - Growth20fund risk0.72%
American Funds The New Economy Fund Class R-6RNGGXA--U.S. All Cap - Growth20fund risk0.48%
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth20fund risk0.45%
American Funds The Growth Fund of America Class R-6RGAGXA--U.S. All Cap - Growth22fund risk0.34%
Fidelity Independence FundFDFFXD--U.S. Large Cap - Growth22fund risk0.6%
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth22fund risk0.66%
Fidelity Growth Discovery FundFDSVXB--U.S. All Cap - Growth23fund risk0.81%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXB--U.S. Mid Cap - Growth24fund risk0.09%
Fidelity Focused Stock FundFTQGXD--U.S. All Cap - Growth25fund risk0.89%
Fidelity OTC PortfolioFOCPXA--U.S. Large Cap - Growth25fund risk0.74%
Fidelity Trend FundFTRNXD--U.S. All Cap - Growth25fund risk0.78%
Vanguard Explorer Fund Admiral SharesVEXRXA+U.S. Small Cap - Growth26fund risk0.34%
Fidelity Growth CompanyFDGRXA--U.S. All Cap - Growth27fund risk0.83%
Vanguard U.S Growth Fund Admiral SharesVWUAXC--U.S. All Cap - Growth27fund risk0.31%
Fidelity Blue Chip Growth FundFBGRXA--U.S. All Cap - Growth27fund risk0.74%
Small/Mid-Cap IndexA+U.S. Small Cap - Growth27fund risk0.1%
Vanguard Small Cap Growth (Russell 2000 Growth) Index TrustC+U.S. Small Cap - Growth30fund risk0.08%
AQR Risk Parity Fund Class IAQRIXA--U.S. All Cap - Growth8fund risk0.88%
U.S. Equities - Value     
PIMCO All Asset All Authority Fund Institutional ClassPAUIXA++U.S. Mid Cap - Value11fund risk0.18%
American Funds American Mutual Fund Class R-6RMFGXC+U.S. Mega Cap - Value17fund risk0.31%
Dodge & Cox Balanced FundDODBXB++U.S. All Cap - Value18fund risk0.53%
Vanguard Dividend Growth Fund Investor SharesVDIGXF+U.S. Mega Cap - Value19fund risk0.31%
Fidelity Equity-Income FundFEQIXB+U.S. Mega Cap - Value19fund risk0.64%
American Funds Washington Mutual Investors Fund Class R-6RWMGXC+U.S. Mega Cap - Value19fund risk0.3%
Vanguard Equity-Income Fund Admiral SharesVEIRXC+U.S. Mega Cap - Value21fund risk0.21%
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value21fund risk0.79%
Vanguard Large Cap Value (Russell 1000 Value) Index TrustC++U.S. Large Cap - Value23fund risk0.08%
Fidelity Large Cap Stock FundFLCSXB++U.S. Large Cap - Value23fund risk0.88%
Dodge & Cox Global Stock FundDODWXA++U.S. All Cap - Value25fund risk0.65%
Fidelity Mid-Cap Stock FundFMCSXA++U.S. Mid Cap - Value25fund risk0.78%
Vanguard Windsor Fund Admiral SharesVWNEXC++U.S. All Cap - Value26fund risk0.27%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value27fund risk0.52%
Fidelity Dividend Growth FundFDGFXF++U.S. All Cap - Value28fund risk0.62%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXA++U.S. Mid Cap - Value28fund risk0.32%
Fidelity Small Cap Discovery FundFSCRXA++U.S. Mid Cap - Value30fund risk1.01%
International Business Machines Corp.IBMF+U.S. Mega Cap - Value31fund risk0%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB++U.S. Small Cap - Value31fund risk0.37%
Fidelity Value FundFDVLXA++U.S. Mid Cap - Value31fund risk0.65%
Vanguard Selected Value Fund Investor SharesVASVXB++U.S. Mid Cap - Value33fund risk0.43%
Vanguard Small Cap Value (Russell 2000 Value) Index TrustC++U.S. Small Cap - Value35fund risk0.08%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXA++U.S. Small Cap - Value36fund risk0.37%
Vanguard Wellesley Income Fund Admiral SharesVWIAXD+U.S. Mega Cap - Value8fund risk0.18%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate13fund risk0.84%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXA++Commodities15fund risk0.74%
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate24fund risk0.32%
Fidelity Real Estate Investment PortfolioFRESXD--U.S. Real Estate28fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXA--U.S. Real Estate29fund risk0%
Real Estate Investment Trust (BlackRock)B--U.S. Real Estate29fund risk0%
Global & Intl. Equity     
Fidelity International Real Estate FundFIREXF++International Small Cap14fund risk1.14%
Fidelity International Small Cap FundFISMXA++International Small Cap16fund risk1.31%
Fidelity Pacific Basin FundFPBFXA++Emerging Markets17fund risk1.21%
Fidelity Diversified International FundFDIVXB-International Large Cap - Growth17fund risk0.92%
Fidelity Overseas FundFOSFXB-International Large Cap - Growth17fund risk1.06%
Fidelity Japan FundFJPNXC++Pacific18fund risk0.91%
Total International Stock Market Index (State Street)AInternational Large Cap18fund risk0.14%
Fidelity International Discovery FundFIGRXA-International Large Cap - Growth18fund risk0.98%
American Funds International Growth and Income Fund Class R-6RIGGXAInternational Large Cap18fund risk0.59%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXA++Emerging Markets18fund risk0.57%
Vanguard International Explorer Fund Investor SharesVINEXC++International Small Cap18fund risk0.36%
Fidelity Europe FundFIEUXAEurope19fund risk1.02%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth19fund risk0.49%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap19fund risk0.54%
DFA Large Cap International Portfolio Institutional ClassDFALXBInternational Large Cap19fund risk0.29%
Vanguard Emerging Markets Stock Index Fund Institutional Plus SharesVEMRXC++Emerging Markets19fund risk0.1%
International Real Estate IndexF++International Small Cap19fund risk0%
American Funds New World Fund Class R-6RNWGXB++Emerging Markets19fund risk0.65%
DFA Emerging Markets Portfolio Institutional ClassDFEMXA++Emerging Markets19fund risk0.57%
Vanguard International Value Fund Investor SharesVTRIXA+International Large Cap - Value20fund risk0.43%
Fidelity Canada FundFICDXAInternational Large Cap20fund risk0.86%
International Real Estate Index (BlackRock)F++International Small Cap20fund risk0%
European Stock IndexCEurope20fund risk0.12%
DFA International Vector Equity Portfolio Institutional ClassDFVQXD++International Small Cap20fund risk0.51%
Fidelity Emerging Asia FundFSEAXA++Emerging Markets22fund risk1.05%
Vanguard International Growth Fund Admiral SharesVWILXA++Emerging Markets23fund risk0.35%
Fidelity China Region FundFHKCXB++Emerging Markets23fund risk0.98%
Dodge & Cox International Stock FundDODFXB+International Large Cap - Value24fund risk0.64%
DFA International Value Portfolio Institutional ClassDFIVXA+International Large Cap - Value24fund risk0.43%
Fidelity Latin America FundFLATXF++International Small Cap34fund risk1.03%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXC-U.S. Treasury - Short / Intermediate1fund risk0.1%
PIMCO Low Duration Fund Administrative ClassPLDAXB-Bond - Multi Sector1fund risk0.71%
PIMCO LOW DURATION ESG FUNDC++Bond - U.S. High Yield1fund risk0.5%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCBond - U.S. Mortgages1fund risk0.1%
Fidelity Limited Term Government FundFFXSXC-U.S. Treasury - Short / Intermediate1fund risk0.45%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC-U.S. Treasury - Short / Intermediate1fund risk0.1%
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages1fund risk0.45%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - U.S. Corporate2fund risk0.1%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXBBond - U.S. Mortgages2fund risk0.5%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC--U.S. Treasury - Long13fund risk0.1%
Long-Term Corporate BondD-Bond - U.S. Corporate13fund risk0%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC-U.S. Treasury - Short / Intermediate3fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXF--U.S. Treasury - Intermediate / Long21fund risk0.72%
High Yield & Emerging Market BondA++Bond - U.S. High Yield25fund risk0%
PIMCO TOTAL RETURN ESG FUNDB-Bond - Multi Sector3fund risk0.5%
Fidelity Government Income FundFGOVXC--U.S. Treasury - Intermediate / Long3fund risk0.45%
Dodge & Cox Income FundDODIXB-Bond - U.S. Corporate3fund risk0.43%
Fidelity Total Bond FundFTBFXC-Bond - U.S. Corporate3fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXC-Bond - U.S. Corporate3fund risk0.1%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
PIMCO Income Fund Institutional ClassPIMIXA++Bond - U.S. High Yield3fund risk0.45%
Fidelity Advisor Floating Rate High Income Fund I ClassFFRIXA++Bond - U.S. High Yield3fund risk0.75%
Total Bond Market (Neuberger Berman)C-Bond - U.S. Corporate3fund risk0.45%
American Funds Capital World Bond Fund Class R-6RCWGXCBond - Emerging Market4fund risk0.52%
Fidelity Advisor Strategic Income Fund Class IFSRIXB++Bond - U.S. High Yield4fund risk0.75%
Long Term Credit (Western Asset Mgmt.)C-Bond - U.S. Corporate4fund risk0.51%
PIMCO Diversified Income Fund Administrative ClassPDAAXD++Bond - U.S. High Yield5fund risk1%
Inflation Protected BondC+U.S. Treasury - TIPS5fund risk0.2%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXB-Bond - U.S. Corporate5fund risk0.5%
Long Term Credit (Loomis Sayles)C++Bond - U.S. High Yield5fund risk0.63%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield6fund risk0.13%
PIMCO Dynamic Income FundXPDIXA++Bond - U.S. High Yield6fund risk0%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXBBond - Emerging Market6fund risk0.83%
Fidelity New Markets Income FundFNMIXBBond - Emerging Market6fund risk0.84%
High Yield Debt (JP Morgan)B++Bond - U.S. High Yield6fund risk0.84%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield6fund risk0.72%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield6fund risk0.55%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXB-Bond - Multi Sector9fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXC-Bond - Multi Sector10fund risk0.07%
PIMCO Emerging Markets Local Currency Other0fund risk0.85%
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