Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

IBM 401(k) Plus Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

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     
Aggressive PortfolioBU.S. All Cap10fund risk0.17%
Target Retirement 2040CU.S. All Cap11fund risk0.19%
American Funds American Mutual Fund Class AAMRMXCU.S. Large Cap11fund risk0.61%
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap11fund risk0%
Target Retirement 2055CU.S. All Cap12fund risk0.19%
Target Retirement 2045CU.S. All Cap12fund risk0.19%
Target Retirement 2050CU.S. All Cap12fund risk0.19%
Fidelity Freedom 2050 Fund Class KFNSBXCU.S. All Cap12fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXCU.S. All Cap12fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXCU.S. All Cap12fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXCU.S. All Cap12fund risk0%
American Funds Capital World Growth and Income Fund Class ACWGIXC+U.S. Mega Cap12fund risk0.8%
Vanguard Dividend Growth Fund Investor SharesVDIGXBU.S. Large Cap13fund risk0.31%
American Funds Washington Mutual Investors Fund Class AAWSHXCU.S. Large Cap13fund risk0.6%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap13fund risk0.61%
American Funds Investment Company of America Class AAIVSXD+U.S. Mega Cap14fund risk0.61%
American Funds Fundamental Investors Class AANCFXCU.S. Large Cap15fund risk0.63%
Large Company IndexCU.S. Large Cap15fund risk0.09%
Fidelity Small Cap Stock FundFSLCXA--U.S. Small Cap15fund risk0.67%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap15fund risk0.26%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap15fund risk0.09%
Total Stock Market IndexCU.S. All Cap15fund risk0.05%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap15fund risk0.75%
Fidelity Capital Appreciation FundFDCAXDU.S. Large Cap15fund risk0.77%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXBU.S. Large Cap15fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap16fund risk0.19%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXCU.S. All Cap16fund risk0.5%
Small/Mid-Cap IndexB--U.S. Small Cap17fund risk0.1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap17fund risk0.09%
Fidelity Stock Selector Small Cap FundFDSCXA--U.S. Small Cap17fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXD-U.S. Mid Cap17fund risk0.28%
Fidelity Leveraged Company Stock FundFLVCXDU.S. All Cap18fund risk0.82%
Income Plus FundBU.S. Large Cap4fund risk0.17%
Vanguard Wellesley Income Fund Admiral SharesVWIAXAU.S. Large Cap4fund risk0.18%
Target Retirement 2015AU.S. Large Cap5fund risk0.17%
Conservative PortfolioAU.S. Large Cap5fund risk0.15%
Fidelity Freedom 2015 Fund Class KFSNLXAU.S. All Cap5fund risk0%
Fidelity Capital & Income FundFAGIXBU.S. All Cap6fund risk0.71%
Target Retirement 2020BU.S. Large Cap6fund risk0.17%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap6fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXBU.S. All Cap7fund risk0%
Moderate PortfolioBU.S. All Cap7fund risk0.16%
Target Retirement 2025BU.S. All Cap8fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXAU.S. Large Cap8fund risk0.18%
American Funds Balanced Portfolio Class ABLPAXB+U.S. Mega Cap8fund risk0.35%
Target Retirement 2030BU.S. All Cap9fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. All Cap9fund risk0.34%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap9fund risk0%
Target Retirement 2035BU.S. All Cap10fund risk0.19%
Fidelity Balanced FundFBALXBU.S. All Cap10fund risk0.57%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXBU.S. Mid Cap - Growth12fund risk0.72%
High Yield & Emerging Market BondAU.S. All Cap - Growth13fund risk0%
American Funds SMALLCAP World Fund Class ASMCWXBU.S. Mid Cap - Growth14fund risk1.13%
American Funds New Perspective Fund Class AANWPXCU.S. All Cap - Growth14fund risk0.79%
American Funds AMCAP Fund Class AAMCPXDU.S. All Cap - Growth15fund risk0.7%
Fidelity FundFFIDXC+U.S. Large Cap - Growth16fund risk0.53%
American Funds The Growth Fund of America Class AAGTHXDU.S. All Cap - Growth16fund risk0.7%
Fidelity Independence FundFDFFXD+U.S. Large Cap - Growth16fund risk0.6%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXCU.S. Mid Cap - Growth16fund risk0.09%
Fidelity Focused Stock FundFTQGXF+U.S. Large Cap - Growth17fund risk0.89%
Fidelity Contrafund FundFCNTXD+U.S. Large Cap - Growth17fund risk0.66%
Fidelity Growth Discovery FundFDSVXDU.S. All Cap - Growth17fund risk0.81%
Large-Cap Growth IndexC+U.S. Large Cap - Growth17fund risk0.08%
Fidelity Trend FundFTRNXC+U.S. Large Cap - Growth18fund risk0.78%
Small-Cap Growth IndexB--U.S. Small Cap - Growth18fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXB--U.S. Small Cap - Growth18fund risk0.34%
Fidelity Blue Chip Growth FundFBGRXDU.S. All Cap - Growth19fund risk0.74%
Fidelity OTC PortfolioFOCPXC+U.S. Mega Cap - Growth19fund risk0.74%
Fidelity Growth CompanyFDGRXCU.S. All Cap - Growth20fund risk0.83%
U.S. Equities - Value     
Fidelity Canada FundFICDXBU.S. All Cap - Value11fund risk0.86%
Fidelity Mid-Cap Stock FundFMCSXB-U.S. Mid Cap - Value12fund risk0.78%
Fidelity Equity-Income FundFEQIXCU.S. Mega Cap - Value13fund risk0.64%
Vanguard Equity-Income Fund Admiral SharesVEIRXCU.S. Mega Cap - Value13fund risk0.21%
Fidelity Low-Priced Stock FundFLPSXBU.S. All Cap - Value13fund risk0.79%
Large-Cap Value IndexCU.S. Large Cap - Value14fund risk0.08%
Vanguard Windsor II Fund Admiral SharesVWNAXBU.S. All Cap - Value14fund risk0.28%
Dodge & Cox Global Stock FundDODWXCU.S. All Cap - Value15fund risk0.65%
Vanguard Selected Value Fund Investor SharesVASVXB-U.S. Mid Cap - Value15fund risk0.43%
Fidelity Advisor Value Strategies Fund Class IFASOXA-U.S. Mid Cap - Value15fund risk0.75%
Fidelity Large Cap Stock FundFLCSXBU.S. All Cap - Value15fund risk0.88%
Vanguard Windsor Fund Admiral SharesVWNEXBU.S. All Cap - Value15fund risk0.27%
Fidelity Export and Multinational FundFEXPXBU.S. All Cap - Value15fund risk0.79%
Fidelity Dividend Growth FundFDGFXBU.S. All Cap - Value15fund risk0.62%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value16fund risk1.01%
Dodge & Cox Stock FundDODGXDU.S. All Cap - Value16fund risk0.52%
Small-Cap Value IndexC--U.S. Small Cap - Value16fund risk0.09%
Fidelity Value FundFDVLXB-U.S. Mid Cap - Value17fund risk0.65%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Small Cap - Value17fund risk0.32%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap - Value18fund risk0.37%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value20fund risk0.37%
International Business Machines Corp.IBMFU.S. Mega Cap - Value22fund risk0%
Dodge & Cox Balanced FundDODBXBU.S. All Cap - Value10fund risk0.53%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXA+U.S. Real Estate11fund risk0.32%
Global REIT Stock IndexA+U.S. Real Estate12fund risk0%
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXD--Commodities13fund risk0.99%
REIT IndexB+U.S. Real Estate14fund risk0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB+U.S. Real Estate15fund risk0%
Fidelity Real Estate Investment PortfolioFRESXD+U.S. Real Estate15fund risk0.8%
Fidelity Real Estate Income FundFRIFXA+U.S. Real Estate5fund risk0.84%
Global & Intl. Equity     
International Real Estate IndexA--Pacific ex-Japan10fund risk0%
American Funds International Growth and Income Fund Class AIGAAXC+International Large Cap - Growth12fund risk0.91%
DFA International Small Company Portfolio Institutional ClassDFISXBEurope12fund risk0.54%
Fidelity International Discovery FundFIGRXC+International Large Cap - Growth12fund risk0.98%
DFA Large Cap International Portfolio Institutional ClassDFALXCInternational Large Cap12fund risk0.29%
Fidelity Overseas FundFOSFXB+International Large Cap - Growth12fund risk1.06%
Fidelity Diversified International FundFDIVXB+International Large Cap - Growth12fund risk0.92%
Pacific Stock IndexB-Pacific12fund risk0.12%
International Stock Market IndexBInternational Large Cap12fund risk0.34%
European Stock IndexBEurope12fund risk0.12%
American Funds New World Fund Class ANEWFXA--Emerging Markets12fund risk1.06%
DFA International Small Cap Value Portfolio Institutional ClassDISVXCEurope12fund risk0.69%
American Funds EuroPacific Growth Fund Class AAEPGXC+International Large Cap - Growth13fund risk0.84%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXF--Emerging Markets13fund risk0.57%
Fidelity Europe FundFIEUXBEurope13fund risk1.02%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC--Emerging Markets13fund risk0.57%
Fidelity Pacific Basin FundFPBFXA-Pacific13fund risk1.21%
Vanguard International Explorer Fund Investor SharesVINEXCEurope13fund risk0.36%
DFA International Value Portfolio Institutional ClassDFIVXB--International Large Cap - Value13fund risk0.43%
Fidelity Japan FundFJPNXA-Pacific14fund risk0.91%
Fidelity Emerging Asia FundFSEAXA--Emerging Markets14fund risk1.05%
Vanguard International Growth Fund Admiral SharesVWILXC+International Large Cap - Growth16fund risk0.35%
Emerging Market Stock IndexC--Emerging Markets16fund risk0.67%
Fidelity China Region FundFHKCXA--Emerging Markets19fund risk0.98%
Fidelity Freedom Income Class KFNSHXA+International Large Cap - Growth3fund risk0%
Fidelity Latin America FundFLATXA--Emerging Markets21fund risk1.03%
Fidelity Freedom 2005 Fund Class KFSNJXA+International Large Cap - Growth3fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXA+International Large Cap - Growth4fund risk0%
PIMCO All Asset Fund Administrative ClassPAALXBEmerging Markets4fund risk0.32%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXCEmerging Markets5fund risk0.18%
Fidelity International Real Estate FundFIREXA+International Large Cap - Growth8fund risk1.14%
Fidelity International Small Cap FundFISMXB-Pacific10fund risk1.31%
Bonds     
Interest Income FundC+U.S. Cash / Money Market0fund risk0%
Fidelity Short-Term Bond FundFSHBXC+U.S. Treasury - Short1fund risk0.45%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB++U.S. Treasury - Short / Intermediate2fund risk0.1%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXC+U.S. Treasury - Short2fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund risk0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXB++Bond - Multi Sector2fund risk0.8%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
PIMCO Real Return Asset Fund Institutional ClassPRAIXC++U.S. Treasury - TIPS10fund risk0.55%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXC++U.S. Treasury - Long11fund risk0.72%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long11fund risk0.1%
PIMCO GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages2fund risk0.5%
PIMCO Low Duration Fund Administrative ClassPLDAXC++Bond - Multi Sector2fund risk0.71%
Vanguard GNMA Fund Admiral SharesVFIJXC++Bond - U.S. Mortgages2fund risk0.11%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate2fund risk0.43%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXC++Bond - U.S. Municipals2fund risk0.75%
Fidelity Floating Rate High Income FundFFRHXC++Bond - U.S. High Yield3fund risk0.7%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
Fidelity Intermediate Bond FundFTHRXB++U.S. Treasury - Short / Intermediate3fund risk0.45%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate3fund risk0.45%
PIMCO Diversified Income Fund Administrative ClassPDAAXB++Bond - Emerging Market3fund risk1%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB++U.S. Treasury - Intermediate3fund risk0.1%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXC++U.S. Treasury - TIPS3fund risk0.8%
American Funds Capital World Bond Fund Class ACWBFXB++U.S. Treasury - TIPS3fund risk0.91%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC++U.S. Treasury - Short / Intermediate3fund risk0.46%
Total Bond MarketB++Bond - Multi Sector4fund risk0.07%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate4fund risk0.45%
PIMCO High Yield Fund Administrative ClassPHYAXC++Bond - U.S. High Yield4fund risk0.8%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC++U.S. Treasury - Short / Intermediate4fund risk0.1%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXA++Bond - Multi Sector4fund risk0.5%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield4fund risk0.72%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS4fund risk0.1%
Inflation Protected BondC++U.S. Treasury - TIPS4fund risk0.2%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXB++Bond - U.S. High Yield4fund risk0.13%
PIMCO Total Return Fund Administrative ClassPTRAXC++Bond - Multi Sector4fund risk0.71%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXB++U.S. Treasury - Intermediate4fund risk0.1%
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXC++U.S. Treasury - TIPS5fund risk0.75%
Fidelity New Markets Income FundFNMIXF++Bond - Emerging Market5fund risk0.84%
Long-Term Corporate BondC++Bond - U.S. Corporate7fund risk0%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA++U.S. Treasury - Long8fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXA++U.S. Treasury - Long9fund risk0.07%
Other     
Vanguard Convertible Securities Fund Investor SharesVCVSX Other0fund risk0.63%
Vanguard Morgan Growth Fund Admiral SharesVMRAX Other0fund risk0.25%
Fidelity Global Balanced FundFGBLX Other0fund risk1%
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
PIMCO Emerging Markets Bond Fund Administrative ClassPEBAX Other0fund risk1.08%
PIMCO Emerging Local Bond Fund Administrative ClassPEBLX Other0fund risk1.15%
PIMCO Mortgage-Backed Securities Fund Administrative ClassPMTAX Other0fund risk0.75%
Fidelity Inflation-Protected Bond Index Fund Institutional ClassFIPBX Other0fund risk0.07%
PIMCO Unconstrained Bond Fund Administrative ClassPUBFX Other0fund risk1.15%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information