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     
Fidelity Advisor Value Strategies Fund Class KFVSKXB-U.S. Mid Cap10fund risk0.57%
Fidelity Capital Appreciation Fund Class KFCAKXDU.S. All Cap10fund risk0.63%
Dodge & Cox Global Stock FundDODWXBU.S. All Cap11fund risk0.65%
Fidelity Independence Fund Class KFDFKXCU.S. All Cap11fund risk0.5%
Fidelity Small Cap Stock FundFSLCXC--U.S. Small Cap11fund risk0.67%
Fidelity Leveraged Company Stock Fund Class KFLCKXC-U.S. Mid Cap12fund risk0.68%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXC--U.S. Small Cap12fund risk0.08%
Fidelity Stock Selector Small Cap FundFDSCXD--U.S. Small Cap12fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXC--U.S. Small Cap13fund risk0.28%
Fidelity Freedom K 2010 FundFFKCXBU.S. Large Cap4fund risk0.05%
Fidelity Freedom K 2015 FundFKVFXBU.S. Large Cap5fund risk0.05%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap5fund risk0.29%
Fidelity Freedom K 2020 FundFFKDXBU.S. Large Cap5fund risk0.05%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap5fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. Large Cap6fund risk0.34%
Fidelity Balanced Fund Class KFBAKXBU.S. Large Cap6fund risk0.46%
Fidelity Freedom K 2025 FundFKTWXBU.S. Large Cap6fund risk0.05%
Fidelity Convertible Securities FundFCVSXC-U.S. Mid Cap6fund risk0.72%
American Funds American Mutual Fund Class R-6RMFGXCU.S. Large Cap7fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXC+U.S. Mega Cap7fund risk0.31%
American Funds Washington Mutual Investors Fund Class R-6RWMGXCU.S. Large Cap8fund risk0.3%
Fidelity Dividend Growth Fund Class KFDGKXCU.S. Large Cap8fund risk0.47%
American Funds Investment Company of America Class R-6RICGXCU.S. Large Cap8fund risk0.3%
Fidelity Export and Multinational Fund Class KFEXKXCU.S. Large Cap8fund risk0.63%
Fidelity Low-Priced Stock Fund Class KFLPKXB-U.S. Mid Cap8fund risk0.68%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap8fund risk0.5%
American Funds Fundamental Investors Class R-6RFNGXBU.S. Large Cap8fund risk0.31%
American Funds AMCAP Fund Class R-6RAFGXCU.S. All Cap8fund risk0.37%
Vanguard Growth and Income Fund Admiral SharesVGIAXDU.S. Large Cap9fund risk0.26%
Vanguard Global Equity Fund Investor SharesVHGEXAU.S. Large Cap9fund risk0.61%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXBU.S. Large Cap9fund risk0.16%
American Funds SMALLCAP World Fund Class R-6RLLGXA-U.S. Mid Cap9fund risk0.72%
Fidelity Fund Class KFFDKXDU.S. Large Cap9fund risk0.41%
American Funds The Growth Fund of America Class R-6RGAGXBU.S. Large Cap9fund risk0.34%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap9fund risk0.19%
Fidelity Mid-Cap Stock Fund Class KFKMCXC-U.S. Mid Cap10fund risk0.65%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXAU.S. All Cap10fund risk0.5%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC-U.S. Mid Cap10fund risk0.08%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXCU.S. Mid Cap - Growth10fund risk0.51%
Fidelity Blue Chip Growth Fund Class KFBGKXB+U.S. All Cap - Growth11fund risk0.6%
Fidelity Growth Company Fund Class KFGCKXB+U.S. All Cap - Growth12fund risk0.71%
Vanguard Explorer Fund Admiral SharesVEXRXB-U.S. Small Cap - Growth12fund risk0.34%
Fidelity OTC Portfolio Class KFOCKXA+U.S. All Cap - Growth12fund risk0.6%
American Funds New Perspective Fund Class R-6RNPGXA++U.S. Large Cap - Growth8fund risk0.45%
Fidelity Contrafund Fund Class KFCNKXC++U.S. Large Cap - Growth9fund risk0.56%
Vanguard Morgan Growth Fund Admiral SharesVMRAXC+U.S. All Cap - Growth9fund risk0.25%
American Funds The New Economy Fund Class R-6RNGGXA+U.S. All Cap - Growth9fund risk0.48%
Fidelity Growth Discovery Fund Class KFGDKXB++U.S. Large Cap - Growth9fund risk0.67%
Fidelity Trend FundFTRNXD+U.S. All Cap - Growth10fund risk0.78%
U.S. Equities - Value     
Fidelity Large Cap Stock FundFLCSXB-U.S. All Cap - Value10fund risk0.88%
Fidelity Value Fund Class KFVLKXB--U.S. Mid Cap - Value10fund risk0.52%
Vanguard Windsor Fund Admiral SharesVWNEXA-U.S. All Cap - Value10fund risk0.27%
Dodge & Cox Stock FundDODGXA-U.S. All Cap - Value11fund risk0.52%
Vanguard Selected Value Fund Investor SharesVASVXA-U.S. All Cap - Value11fund risk0.43%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Small Cap - Value12fund risk0.32%
Fidelity Canada FundFICDXD--U.S. Mid Cap - Value12fund risk0.86%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXC--U.S. Small Cap - Value14fund risk0.37%
Fidelity Small Cap Discovery FundFSCRXC--U.S. Small Cap - Value14fund risk1.01%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value15fund risk0.37%
Dodge & Cox Balanced FundDODBXA-U.S. All Cap - Value7fund risk0.53%
Vanguard Equity-Income Fund Admiral SharesVEIRXB-U.S. Large Cap - Value8fund risk0.21%
Fidelity Equity-Income Fund Class KFEIKXB-U.S. Large Cap - Value8fund risk0.52%
Vanguard Windsor II Fund Admiral SharesVWNAXB-U.S. Large Cap - Value9fund risk0.28%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate12fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXC--Commodities12fund risk0.74%
Fidelity Real Estate Investment PortfolioFRESXB--U.S. Real Estate13fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB--U.S. Real Estate15fund risk0%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate5fund risk0.84%
Global & Intl. Equity     
Vanguard International Growth Fund Admiral SharesVWILXA+International Large Cap - Growth11fund risk0.35%
Fidelity China Region FundFHKCXA+Emerging Markets11fund risk0.98%
DFA Emerging Markets Portfolio Institutional ClassDFEMXA+Emerging Markets12fund risk0.57%
DFA International Value Portfolio Institutional ClassDFIVXBInternational Large Cap - Value12fund risk0.43%
Fidelity Europe FundFIEUXB++Europe12fund risk1.02%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXA+Emerging Markets12fund risk0.57%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value12fund risk0.64%
Fidelity Freedom K Income FundFFKAXB+International Large Cap - Growth3fund risk0.05%
Vanguard Target Retirement Income Fund Investor SharesVTINXC+International Large Cap - Growth3fund risk0.17%
Fidelity Latin America FundFLATXF+Emerging Markets26fund risk1.03%
Vanguard Target Retirement 2010 Fund Investor SharesVTENXC+International Large Cap - Growth3fund risk0.17%
Vanguard Wellesley Income Fund Admiral SharesVWIAXB+International Large Cap - Growth4fund risk0.18%
Fidelity Freedom K 2005 FundFFKVXB+International Large Cap - Growth4fund risk0.05%
PIMCO All Asset Fund Institutional ClassPAAIXB+Emerging Markets5fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC++Emerging Markets5fund risk0.18%
Fidelity Global Balanced FundFGBLXC+International Large Cap - Growth6fund risk1%
Fidelity International Small Cap FundFISMXA++International Small Cap8fund risk1.31%
American Funds Capital World Growth and Income Fund Class R-6RWIGXA+International Large Cap8fund risk0.45%
Fidelity Pacific Basin FundFPBFXA+Pacific8fund risk1.21%
American Funds New World Fund Class R-6RNWGXA+Emerging Markets8fund risk0.65%
Fidelity International Real Estate FundFIREXA+International Large Cap - Growth9fund risk1.14%
American Funds International Growth and Income Fund Class R-6RIGGXA+International Large Cap9fund risk0.59%
Vanguard International Explorer Fund Investor SharesVINEXA++International Small Cap9fund risk0.36%
Fidelity Overseas Fund Class KFOSKXA++Europe9fund risk0.9%
American Funds EuroPacific Growth Fund Class R-6RERGXA+International Large Cap9fund risk0.49%
Fidelity Diversified International Fund Class KFDIKXA+International Large Cap - Growth9fund risk0.78%
DFA International Small Company Portfolio Institutional ClassDFISXA++International Small Cap9fund risk0.54%
Fidelity International Discovery Fund Class KFIDKXA+International Large Cap - Growth9fund risk0.83%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXC+Emerging Markets10fund risk0.9%
DFA Large Cap International Portfolio Institutional ClassDFALXB+International Large Cap10fund risk0.29%
Vanguard International Value Fund Investor SharesVTRIXB+International Large Cap10fund risk0.43%
Fidelity Japan FundFJPNXA+Pacific10fund risk0.91%
DFA International Vector Equity Portfolio Institutional ClassDFVQXA+International Large Cap10fund risk0.51%
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 - Short / Intermediate1fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCU.S. Treasury - Short / Intermediate1fund risk0.1%
PIMCO Low Duration III Fund Institutional ClassPLDIXCU.S. Treasury - Short / Intermediate1fund risk0.5%
PIMCO Low Duration Fund Institutional ClassPTLDXC+Bond - U.S. Mortgages1fund risk0.46%
Fidelity Floating Rate High Income FundFFRHXB++Bond - U.S. High Yield1fund risk0.7%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXBU.S. Treasury - Short / Intermediate1fund risk0.07%
Fidelity Limited Term Government FundFFXSXCU.S. Treasury - Short / Intermediate1fund risk0.45%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXCU.S. Treasury - Short / Intermediate2fund risk0%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXA++Bond - U.S. High Yield2fund risk0.9%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC+U.S. Treasury - Long11fund risk0.1%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXC+U.S. Treasury - Long11fund risk0.47%
Dodge & Cox Income FundDODIXBBond - Multi Sector2fund risk0.43%
Fidelity Intermediate Government Income FundFSTGXCU.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Intermediate Bond FundFTHRXCU.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXBU.S. Treasury - Intermediate / Long2fund risk0.55%
Fidelity GNMA FundFGMNXC+Bond - U.S. Mortgages2fund risk0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXC+Bond - Emerging Market3fund risk0.5%
PIMCO Moderate Duration Fund Institutional ClassPMDRXBU.S. Treasury - Short / Intermediate3fund risk0.46%
Vanguard GNMA Fund Admiral SharesVFIJXC+Bond - U.S. Mortgages3fund risk0.11%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXB+Bond - U.S. Mortgages3fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXC+Bond - U.S. Mortgages3fund risk0.5%
Fidelity Strategic Income FundFSICXB+Bond - Emerging Market3fund risk0.69%
Fidelity Total Bond FundFTBFXBU.S. Treasury - Intermediate3fund risk0.45%
Fidelity Government Income FundFGOVXCU.S. Treasury - Intermediate3fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXBU.S. Treasury - Intermediate3fund risk0.1%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield3fund risk0.13%
PIMCO Diversified Income Fund Institutional ClassPDIIXA+Bond - Emerging Market3fund risk0.75%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXCU.S. Treasury - Short / Intermediate3fund risk0.1%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield3fund risk0.55%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield4fund risk0.72%
PIMCO Total Return Fund Institutional ClassPTTRXBBond - Multi Sector4fund risk0.46%
PIMCO Total Return III Fund Institutional ClassPTSAXBBond - Multi Sector4fund risk0.5%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXABond - Multi Sector4fund risk0.5%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXBU.S. Treasury - Intermediate4fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXCU.S. Treasury - TIPS4fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXCU.S. Treasury - TIPS4fund risk0.45%
Fidelity Capital & Income FundFAGIXB++Bond - U.S. High Yield4fund risk0.71%
American Funds Capital World Bond Fund Class R-6RCWGXBU.S. Treasury - Short / Intermediate5fund risk0.52%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXB+Bond - Emerging Market5fund risk0.83%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXBU.S. Treasury - Short / Intermediate5fund risk0.55%
Fidelity New Markets Income FundFNMIXC+Bond - Emerging Market6fund risk0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXBU.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 - Long9fund risk0.07%
PIMCO Real Return Asset Fund Institutional ClassPRAIXCU.S. Treasury - TIPS9fund risk0.55%
Other     
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Fidelity Freedom K 2000FFKBX Other0fund risk0.05%
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