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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 Small Cap Stock FundFSLCXC--U.S. Small Cap11fund risk0.67%
Fidelity Leveraged Company Stock Fund Class KFLCKXDU.S. All Cap11fund risk0.68%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXC--U.S. Small Cap11fund risk0.08%
Fidelity Stock Selector Small Cap FundFDSCXD--U.S. Small Cap12fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXD--U.S. Small Cap12fund risk0.28%
Fidelity Small Cap Discovery FundFSCRXF--U.S. Small Cap13fund risk1.01%
Fidelity Capital & Income FundFAGIXBU.S. Large Cap4fund risk0.71%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap4fund risk0.29%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap5fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXAU.S. Large Cap5fund risk0.34%
Fidelity Balanced Fund Class KFBAKXBU.S. Large Cap5fund risk0.46%
American Funds American Mutual Fund Class R-6RMFGXBU.S. Large Cap6fund risk0.31%
American Funds Washington Mutual Investors Fund Class R-6RWMGXBU.S. Large Cap7fund risk0.3%
Vanguard Dividend Growth Fund Investor SharesVDIGXCU.S. Large Cap7fund risk0.31%
American Funds Investment Company of America Class R-6RICGXCU.S. Large Cap7fund risk0.3%
Fidelity Dividend Growth Fund Class KFDGKXCU.S. Large Cap7fund risk0.47%
Fidelity Low-Priced Stock Fund Class KFLPKXA-U.S. Mid Cap7fund risk0.68%
Fidelity Export and Multinational Fund Class KFEXKXCU.S. All Cap7fund risk0.63%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap7fund risk0.5%
American Funds Fundamental Investors Class R-6RFNGXBU.S. Large Cap8fund risk0.31%
Vanguard Global Equity Fund Investor SharesVHGEXAU.S. Large Cap8fund risk0.61%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap8fund risk0.26%
American Funds AMCAP Fund Class R-6RAFGXBU.S. All Cap8fund risk0.37%
American Funds SMALLCAP World Fund Class R-6RLLGXA-U.S. Mid Cap8fund risk0.72%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap8fund risk0.16%
Fidelity Mid-Cap Stock Fund Class KFKMCXB-U.S. Mid Cap8fund risk0.65%
Fidelity Fund Class KFFDKXCU.S. Large Cap9fund risk0.41%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap9fund risk0.19%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC-U.S. Mid Cap9fund risk0.08%
Fidelity Advisor Value Strategies Fund Class KFVSKXB-U.S. Mid Cap9fund risk0.57%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXBU.S. All Cap9fund risk0.5%
Dodge & Cox Global Stock FundDODWXBU.S. Large Cap10fund risk0.65%
Fidelity Capital Appreciation Fund Class KFCAKXCU.S. All Cap10fund risk0.63%
Fidelity Independence Fund Class KFDFKXCU.S. All Cap10fund risk0.5%
U.S. Equities - Growth     
Fidelity Blue Chip Growth Fund Class KFBGKXC++U.S. All Cap - Growth10fund risk0.6%
Vanguard Explorer Fund Admiral SharesVEXRXC-U.S. Small Cap - Growth12fund risk0.34%
Fidelity Growth Company Fund Class KFGCKXB++U.S. All Cap - Growth12fund risk0.71%
Fidelity OTC Portfolio Class KFOCKXC++U.S. All Cap - Growth12fund risk0.6%
Fidelity Convertible Securities FundFCVSXD++U.S. All Cap - Growth5fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXA++U.S. Large Cap - Growth8fund risk0.45%
American Funds The Growth Fund of America Class R-6RGAGXC++U.S. All Cap - Growth8fund risk0.34%
American Funds The New Economy Fund Class R-6RNGGXA++U.S. All Cap - Growth9fund risk0.48%
Vanguard Morgan Growth Fund Admiral SharesVMRAXC++U.S. All Cap - Growth9fund risk0.25%
Fidelity Growth Discovery Fund Class KFGDKXB++U.S. Large Cap - Growth9fund risk0.67%
Fidelity Contrafund Fund Class KFCNKXC++U.S. Large Cap - Growth9fund risk0.56%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXDU.S. Mid Cap - Growth10fund risk0.51%
Fidelity Trend FundFTRNXD++U.S. All Cap - Growth10fund risk0.78%
U.S. Equities - Value     
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Small Cap - Value11fund risk0.32%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB--U.S. Small Cap - Value13fund risk0.37%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXC--U.S. Small Cap - Value14fund risk0.37%
Dodge & Cox Balanced FundDODBXB--U.S. All Cap - Value6fund risk0.53%
Vanguard Equity-Income Fund Admiral SharesVEIRXA-U.S. Large Cap - Value7fund risk0.21%
Fidelity Equity-Income Fund Class KFEIKXC-U.S. Large Cap - Value7fund risk0.52%
Vanguard Windsor II Fund Admiral SharesVWNAXB-U.S. Large Cap - Value8fund risk0.28%
Fidelity Value Fund Class KFVLKXB--U.S. Mid Cap - Value9fund risk0.52%
Fidelity Large Cap Stock FundFLCSXB--U.S. All Cap - Value9fund risk0.88%
Vanguard Windsor Fund Admiral SharesVWNEXB--U.S. All Cap - Value9fund risk0.27%
Dodge & Cox Stock FundDODGXA--U.S. All Cap - Value10fund risk0.52%
Vanguard Selected Value Fund Investor SharesVASVXA--U.S. Mid Cap - Value10fund risk0.43%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate11fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXD-Commodities11fund risk0.74%
Fidelity Real Estate Investment PortfolioFRESXB--U.S. Real Estate13fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB--U.S. Real Estate13fund risk0%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate4fund risk0.84%
Global & Intl. Equity     
Dodge & Cox International Stock FundDODFXA+International Large Cap - Value10fund risk0.64%
DFA Emerging Markets Portfolio Institutional ClassDFEMXB++Emerging Markets11fund risk0.57%
Fidelity Canada FundFICDXF++International Small Cap11fund risk0.86%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXB++Emerging Markets11fund risk0.57%
Fidelity China Region FundFHKCXA++Emerging Markets11fund risk0.98%
Vanguard Target Retirement Income Fund Investor SharesVTINXB++International Large Cap - Growth3fund risk0.17%
Vanguard Wellesley Income Fund Admiral SharesVWIAXB++International Large Cap - Growth3fund risk0.18%
Fidelity Latin America FundFLATXB++Emerging Markets24fund risk1.03%
PIMCO All Asset Fund Institutional ClassPAAIXB++Emerging Markets4fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB++Emerging Markets5fund risk0.18%
Fidelity Global Balanced FundFGBLXB++International Large Cap - Growth6fund risk1%
Fidelity International Small Cap FundFISMXA++International Small Cap6fund risk1.31%
Fidelity Pacific Basin FundFPBFXA++Pacific7fund risk1.21%
American Funds Capital World Growth and Income Fund Class R-6RWIGXA++International Large Cap7fund risk0.45%
Fidelity International Real Estate FundFIREXB++International Small Cap7fund risk1.14%
Fidelity Overseas Fund Class KFOSKXA++Europe8fund risk0.9%
American Funds International Growth and Income Fund Class R-6RIGGXC++International Small Cap8fund risk0.59%
Vanguard International Explorer Fund Investor SharesVINEXA++International Small Cap8fund risk0.36%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap8fund risk0.54%
Fidelity Diversified International Fund Class KFDIKXB++International Large Cap - Growth8fund risk0.78%
American Funds New World Fund Class R-6RNWGXA++Emerging Markets8fund risk0.65%
American Funds EuroPacific Growth Fund Class R-6RERGXA++International Large Cap8fund risk0.49%
Fidelity Japan FundFJPNXA+Japan8fund risk0.91%
DFA International Vector Equity Portfolio Institutional ClassDFVQXC++International Small Cap8fund risk0.51%
Fidelity International Discovery Fund Class KFIDKXA++Europe8fund risk0.83%
DFA Large Cap International Portfolio Institutional ClassDFALXB++International Large Cap8fund risk0.29%
Vanguard International Value Fund Investor SharesVTRIXA++International Large Cap8fund risk0.43%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXC++Emerging Markets9fund risk0.9%
DFA International Value Portfolio Institutional ClassDFIVXA+International Large Cap - Value10fund risk0.43%
Fidelity Europe FundFIEUXB++Europe10fund risk1.02%
Vanguard International Growth Fund Admiral SharesVWILXA++International Large Cap - Growth10fund risk0.35%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Fidelity Short-Term Bond FundFSHBXCU.S. Treasury - Short1fund risk0.45%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXCU.S. Treasury - Short1fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC+U.S. Treasury - Short / Intermediate1fund risk0.1%
PIMCO Low Duration III Fund Institutional ClassPLDIXB+U.S. Treasury - Short / Intermediate1fund risk0.5%
Fidelity Floating Rate High Income FundFFRHXB++Bond - U.S. High Yield1fund risk0.7%
PIMCO Low Duration Fund Institutional ClassPTLDXB+Bond - Multi Sector1fund risk0.46%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXC+U.S. Treasury - Short / Intermediate1fund risk0.07%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXA+Bond - Multi Sector1fund risk0.9%
Fidelity Limited Term Government FundFFXSXC+U.S. Treasury - Short / Intermediate1fund risk0.45%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXC+U.S. Treasury - Short / Intermediate2fund risk0%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long10fund risk0.1%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXC++U.S. Treasury - Long10fund risk0.47%
Dodge & Cox Income FundDODIXB+Bond - Multi Sector2fund risk0.43%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXB+U.S. Treasury - Intermediate2fund risk0.55%
Fidelity Intermediate Government Income FundFSTGXC+U.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Intermediate Bond FundFTHRXC+U.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXC+Bond - U.S. Municipals2fund risk0.5%
Fidelity GNMA FundFGMNXC+Bond - U.S. Mortgages2fund risk0.45%
Vanguard GNMA Fund Admiral SharesVFIJXC+Bond - U.S. Mortgages3fund risk0.11%
PIMCO Moderate Duration Fund Institutional ClassPMDRXB+U.S. Treasury - Short / Intermediate3fund risk0.46%
Fidelity Strategic Income FundFSICXB++Bond - Emerging Market3fund risk0.69%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXB+Bond - Multi Sector3fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXC+Bond - U.S. Mortgages3fund risk0.5%
Fidelity Total Bond FundFTBFXB+U.S. Treasury - Intermediate3fund risk0.45%
Fidelity Government Income FundFGOVXC+U.S. Treasury - Intermediate3fund risk0.45%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield3fund risk0.13%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB+U.S. Treasury - Intermediate3fund risk0.1%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield3fund risk0.55%
PIMCO Diversified Income Fund Institutional ClassPDIIXB++Bond - Emerging Market3fund risk0.75%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC+U.S. Treasury - Short / Intermediate3fund risk0.1%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield3fund risk0.72%
PIMCO Total Return III Fund Institutional ClassPTSAXB+Bond - Multi Sector4fund risk0.5%
PIMCO Total Return Fund Institutional ClassPTTRXB+Bond - Multi Sector4fund risk0.46%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXA+Bond - Multi Sector4fund risk0.5%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXC+U.S. Treasury - Intermediate4fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
American Funds Capital World Bond Fund Class R-6RCWGXB+U.S. Treasury - Short / Intermediate5fund risk0.52%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXB++Bond - Emerging Market5fund risk0.83%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXA+U.S. Treasury - Short / Intermediate5fund risk0.55%
Fidelity New Markets Income FundFNMIXC++Bond - Emerging Market6fund risk0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXA+U.S. Treasury - Short / Intermediate7fund risk0.5%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA++U.S. Treasury - Long8fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB++U.S. Treasury - Long8fund risk0.07%
PIMCO Real Return Asset Fund Institutional ClassPRAIXC+U.S. Treasury - TIPS9fund risk0.55%
Other     
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Fidelity Freedom K 2000FFKBX Other0fund risk0.05%
Fidelity Freedom K 2005 FundFFKVX Other0fund risk0.05%
Fidelity Freedom K 2010 FundFFKCX Other0fund risk0.05%
Fidelity Freedom K Income FundFFKAX Other0fund risk0.05%
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Fidelity Freedom K 2015 FundFKVFX Other0fund risk0.05%
Fidelity Freedom K 2020 FundFFKDX Other0fund risk0.05%
Fidelity Freedom K 2025 FundFKTWX Other0fund risk0.05%
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