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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     
Target Retirement 2055CU.S. All Cap10fund risk0.19%
Target Retirement 2050CU.S. All Cap10fund risk0.19%
Target Retirement 2045CU.S. All Cap10fund risk0.19%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap10fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap10fund risk0%
Vanguard Dividend Growth Fund Investor SharesVDIGXBU.S. Large Cap11fund risk0.31%
Fidelity Freedom 2050 Fund Class KFNSBXDU.S. All Cap11fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXDU.S. All Cap11fund risk0%
American Funds Capital World Growth and Income Fund Class ACWGIXC+U.S. Mega Cap11fund risk0.8%
American Funds Washington Mutual Investors Fund Class AAWSHXCU.S. Large Cap11fund risk0.6%
American Funds Investment Company of America Class AAIVSXD+U.S. Mega Cap12fund risk0.61%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap12fund risk0.61%
Large Company IndexCU.S. Large Cap12fund risk0.09%
American Funds Fundamental Investors Class AANCFXCU.S. Large Cap13fund risk0.63%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap13fund risk0.26%
Total Stock Market IndexCU.S. All Cap13fund risk0.05%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap13fund risk0.75%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap13fund risk0.09%
Fidelity Small Cap Stock FundFSLCXC-U.S. Mid Cap13fund risk0.67%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXBU.S. Large Cap13fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap13fund risk0.19%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXCU.S. All Cap14fund risk0.5%
Small/Mid-Cap IndexB--U.S. Small Cap15fund risk0.1%
Fidelity Stock Selector Small Cap FundFDSCXB--U.S. Small Cap15fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXD-U.S. Mid Cap15fund risk0.28%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC--U.S. Small Cap15fund risk0.09%
Fidelity Leveraged Company Stock FundFLVCXDU.S. All Cap15fund risk0.82%
Target Retirement 2015BU.S. Large Cap4fund risk0.17%
Conservative PortfolioBU.S. Large Cap4fund risk0.15%
Fidelity Freedom 2015 Fund Class KFSNLXAU.S. All Cap5fund risk0%
Fidelity Capital & Income FundFAGIXBU.S. All Cap5fund risk0.71%
Target Retirement 2020BU.S. Large Cap6fund risk0.17%
Fidelity Freedom 2020 Fund Class KFSNOXAU.S. All Cap6fund risk0%
Moderate PortfolioBU.S. Large Cap6fund risk0.16%
Fidelity Freedom 2025 Fund Class KFSNPXBU.S. All Cap7fund risk0%
Target Retirement 2025BU.S. Large Cap7fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXAU.S. Large Cap7fund risk0.18%
American Funds Balanced Portfolio Class ABLPAXB+U.S. Mega Cap7fund risk0.35%
Target Retirement 2030BU.S. Large Cap7fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. All Cap8fund risk0.34%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap8fund risk0%
Target Retirement 2035BU.S. Large Cap8fund risk0.19%
Fidelity Balanced FundFBALXBU.S. All Cap9fund risk0.57%
Aggressive PortfolioCU.S. Large Cap9fund risk0.17%
American Funds American Mutual Fund Class AAMRMXCU.S. Large Cap9fund risk0.61%
Target Retirement 2040CU.S. Large Cap9fund risk0.19%
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap10fund risk0%
Fidelity Canada FundFICDXBU.S. All Cap10fund risk0.86%
U.S. Equities - Growth     
High Yield & Emerging Market BondAU.S. All Cap - Growth10fund risk0%
Fidelity Convertible Securities FundFCVSXA-U.S. Mid Cap - Growth11fund risk0.72%
American Funds SMALLCAP World Fund Class ASMCWXA-U.S. Mid Cap - Growth12fund risk1.13%
American Funds New Perspective Fund Class AANWPXCU.S. Large Cap - Growth12fund risk0.79%
Fidelity Capital Appreciation FundFDCAXCU.S. All Cap - Growth13fund risk0.77%
American Funds AMCAP Fund Class AAMCPXDU.S. All Cap - Growth13fund risk0.7%
Fidelity FundFFIDXBU.S. Large Cap - Growth13fund risk0.53%
Fidelity Independence FundFDFFXDU.S. Large Cap - Growth14fund risk0.6%
American Funds The Growth Fund of America Class AAGTHXDU.S. All Cap - Growth14fund risk0.7%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXC-U.S. Mid Cap - Growth14fund risk0.09%
Fidelity Contrafund FundFCNTXDU.S. Large Cap - Growth14fund risk0.66%
Large-Cap Growth IndexCU.S. Large Cap - Growth14fund risk0.08%
Fidelity Growth Discovery FundFDSVXCU.S. All Cap - Growth14fund risk0.81%
Fidelity Focused Stock FundFTQGXDU.S. Large Cap - Growth15fund risk0.89%
Fidelity Trend FundFTRNXCU.S. Large Cap - Growth15fund risk0.78%
Small-Cap Growth IndexB--U.S. Small Cap - Growth16fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXB--U.S. Small Cap - Growth16fund risk0.34%
Fidelity Blue Chip Growth FundFBGRXDU.S. All Cap - Growth16fund risk0.74%
Fidelity OTC PortfolioFOCPXC+U.S. Mega Cap - Growth16fund risk0.74%
Fidelity Growth CompanyFDGRXCU.S. All Cap - Growth17fund risk0.83%
U.S. Equities - Value     
Fidelity Mid-Cap Stock FundFMCSXB-U.S. Mid Cap - Value10fund risk0.78%
Fidelity Equity-Income FundFEQIXBU.S. Mega Cap - Value11fund risk0.64%
Vanguard Equity-Income Fund Admiral SharesVEIRXCU.S. Mega Cap - Value11fund risk0.21%
Fidelity Low-Priced Stock FundFLPSXAU.S. All Cap - Value11fund risk0.79%
Large-Cap Value IndexCU.S. Large Cap - Value11fund risk0.08%
Vanguard Windsor II Fund Admiral SharesVWNAXBU.S. Large Cap - Value12fund risk0.28%
Vanguard Selected Value Fund Investor SharesVASVXB-U.S. Mid Cap - Value13fund risk0.43%
Fidelity Advisor Value Strategies Fund Class IFASOXB-U.S. Mid Cap - Value13fund risk0.75%
Fidelity Large Cap Stock FundFLCSXBU.S. All Cap - Value13fund risk0.88%
Vanguard Windsor Fund Admiral SharesVWNEXBU.S. All Cap - Value14fund risk0.27%
Dodge & Cox Global Stock FundDODWXCU.S. All Cap - Value14fund risk0.65%
Fidelity Small Cap Discovery FundFSCRXB--U.S. Small Cap - Value14fund risk1.01%
Fidelity Export and Multinational FundFEXPXCU.S. All Cap - Value14fund risk0.79%
Fidelity Dividend Growth FundFDGFXBU.S. All Cap - Value14fund risk0.62%
Dodge & Cox Stock FundDODGXDU.S. All Cap - Value14fund risk0.52%
Small-Cap Value IndexC--U.S. Small Cap - Value14fund risk0.09%
Fidelity Value FundFDVLXC-U.S. Mid Cap - Value15fund risk0.65%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Small Cap - Value15fund risk0.32%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap - Value16fund risk0.37%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value18fund risk0.37%
International Business Machines Corp.IBMFU.S. Mega Cap - Value20fund risk0%
Dodge & Cox Balanced FundDODBXBU.S. All Cap - Value9fund risk0.53%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXBCommodities12fund risk0.99%
REIT IndexB+U.S. Real Estate12fund risk0.1%
Fidelity Real Estate Investment PortfolioFRESXD+U.S. Real Estate12fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB+U.S. Real Estate12fund risk0%
Fidelity Real Estate Income FundFRIFXA+U.S. Real Estate4fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXA+U.S. Real Estate9fund risk0.32%
Global REIT Stock IndexB+U.S. Real Estate10fund risk0%
Global & Intl. Equity     
DFA International Small Company Portfolio Institutional ClassDFISXAInternational Small Cap10fund risk0.54%
Fidelity Overseas FundFOSFXAInternational Large Cap - Growth11fund risk1.06%
Fidelity International Discovery FundFIGRXAInternational Large Cap - Growth11fund risk0.98%
Fidelity Diversified International FundFDIVXAInternational Large Cap - Growth11fund risk0.92%
DFA Large Cap International Portfolio Institutional ClassDFALXB-International Large Cap11fund risk0.29%
Pacific Stock IndexB--Pacific11fund risk0.12%
American Funds International Growth and Income Fund Class AIGAAXAEurope11fund risk0.91%
International Stock Market IndexB-International Large Cap11fund risk0.34%
DFA International Small Cap Value Portfolio Institutional ClassDISVXAInternational Small Cap11fund risk0.69%
European Stock IndexBEurope11fund risk0.12%
American Funds EuroPacific Growth Fund Class AAEPGXBInternational Large Cap - Growth11fund risk0.84%
American Funds New World Fund Class ANEWFXA--Emerging Markets12fund risk1.06%
Fidelity Pacific Basin FundFPBFXA--Pacific12fund risk1.21%
Fidelity Japan FundFJPNXA-Japan12fund risk0.91%
Fidelity Europe FundFIEUXBEurope12fund risk1.02%
Vanguard International Explorer Fund Investor SharesVINEXBInternational Small Cap12fund risk0.36%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXD--Emerging Markets12fund risk0.57%
DFA International Value Portfolio Institutional ClassDFIVXB--International Large Cap - Value12fund risk0.43%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC--Emerging Markets13fund risk0.57%
Fidelity Emerging Asia FundFSEAXA--Emerging Markets14fund risk1.05%
Vanguard International Growth Fund Admiral SharesVWILXA-International Large Cap14fund risk0.35%
Emerging Market Stock IndexB--Emerging Markets15fund risk0.67%
Fidelity China Region FundFHKCXA--Emerging Markets18fund risk0.98%
Fidelity Freedom Income Class KFNSHXAInternational Large Cap - Growth2fund risk0%
Fidelity Latin America FundFLATXA--Emerging Markets20fund risk1.03%
Income Plus FundAInternational Large Cap - Growth3fund risk0.17%
Vanguard Wellesley Income Fund Admiral SharesVWIAXAInternational Large Cap - Growth4fund risk0.18%
Fidelity Freedom 2005 Fund Class KFSNJXCInternational Large Cap - Growth4fund risk0%
PIMCO All Asset Fund Administrative ClassPAALXA++Emerging Markets4fund risk0.32%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB++Emerging Markets4fund risk0.18%
Fidelity Freedom 2010 Fund Class KFSNKXCInternational Large Cap - Growth6fund risk0%
Fidelity International Real Estate FundFIREXAInternational Large Cap - Growth8fund risk1.14%
Fidelity International Small Cap FundFISMXAInternational Small Cap9fund risk1.31%
International Real Estate IndexA--Pacific ex-Japan9fund risk0%
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%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund risk0.45%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXB++Bond - Multi Sector2fund risk0.8%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages2fund risk0.5%
PIMCO Real Return Asset Fund Institutional ClassPRAIXD++U.S. Treasury - TIPS11fund 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 - Long12fund risk0.1%
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%
Fidelity Floating Rate High Income FundFFRHXC++Bond - U.S. High Yield2fund risk0.7%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXB++U.S. Treasury - Long2fund risk0.75%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
Fidelity Intermediate Bond FundFTHRXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
PIMCO Diversified Income Fund Administrative ClassPDAAXB++Bond - Emerging Market3fund risk1%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate3fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB++U.S. Treasury - Intermediate3fund risk0.1%
PIMCO High Yield Fund Administrative ClassPHYAXC++Bond - U.S. High Yield3fund risk0.8%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXB++U.S. Treasury - TIPS3fund risk0.8%
American Funds Capital World Bond Fund Class ACWBFXB++U.S. Treasury - TIPS3fund risk0.91%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield3fund risk0.72%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC++U.S. Treasury - Short / Intermediate3fund risk0.46%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield3fund risk0.13%
Total Bond MarketB++Bond - Multi Sector4fund risk0.07%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate4fund risk0.45%
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%
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 Intermediate-Term Bond Index Fund Admiral SharesVBILXB++U.S. Treasury - Intermediate4fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXC++U.S. Treasury - Intermediate4fund risk0.71%
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. Corporate8fund 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%
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