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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 2030 Fund Class KFSNQXCU.S. All Cap10fund risk0%
Target Retirement 2035CU.S. All Cap11fund risk0.19%
Fidelity Balanced FundFBALXBU.S. All Cap11fund risk0.57%
Aggressive PortfolioCU.S. All Cap12fund risk0.17%
Target Retirement 2040CU.S. All Cap12fund risk0.19%
Fidelity Freedom 2035 Fund Class KFSNUXCU.S. All Cap12fund risk0%
Target Retirement 2045CU.S. All Cap13fund risk0.19%
Target Retirement 2055CU.S. All Cap13fund risk0.19%
Target Retirement 2050CU.S. All Cap13fund risk0.19%
Fidelity Low-Priced Stock FundFLPSXFU.S. Mid Cap13fund risk0.79%
Fidelity Freedom 2045 Fund Class KFSNZXDU.S. All Cap13fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXDU.S. All Cap13fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXDU.S. All Cap13fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXDU.S. All Cap13fund risk0%
Vanguard Dividend Growth Fund Investor SharesVDIGXAU.S. Large Cap14fund risk0.31%
American Funds Capital World Growth and Income Fund Class ACWGIXDU.S. Large Cap14fund risk0.8%
American Funds Washington Mutual Investors Fund Class AAWSHXCU.S. Large Cap14fund risk0.6%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap15fund risk0.61%
American Funds Investment Company of America Class AAIVSXDU.S. Mega Cap15fund risk0.61%
Dodge & Cox Global Stock FundDODWXFU.S. All Cap16fund risk0.65%
American Funds Fundamental Investors Class AANCFXDU.S. Large Cap16fund risk0.63%
Fidelity Small Cap Stock FundFSLCXA--U.S. Small Cap17fund risk0.67%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXCU.S. Mid Cap17fund risk0.09%
Large Company IndexCU.S. Large Cap17fund risk0.09%
Total Stock Market IndexCU.S. All Cap17fund risk0.05%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap17fund risk0.75%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap17fund risk0.26%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap17fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap17fund risk0.19%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXDU.S. All Cap18fund risk0.5%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Small Cap18fund risk0.32%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap18fund risk0.09%
Small/Mid-Cap IndexB--U.S. Small Cap19fund risk0.1%
Fidelity Stock Selector Small Cap FundFDSCXA--U.S. Small Cap19fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXFU.S. Mid Cap19fund risk0.28%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap20fund risk0.37%
International Business Machines Corp.IBMBU.S. Large Cap25fund risk0%
Target Retirement 2015AU.S. Large Cap5fund risk0.17%
Conservative PortfolioAU.S. Large Cap5fund risk0.15%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap6fund risk0%
Target Retirement 2020BU.S. All Cap7fund risk0.17%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap7fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXBU.S. All Cap8fund risk0%
Moderate PortfolioBU.S. All Cap8fund risk0.16%
Target Retirement 2025BU.S. All Cap9fund risk0.18%
American Funds Balanced Portfolio Class ABLPAXCU.S. Large Cap9fund risk0.35%
Target Retirement 2030BU.S. All Cap10fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. All Cap10fund risk0.34%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXBU.S. Mid Cap - Growth13fund risk0.72%
High Yield & Emerging Market BondAU.S. All Cap - Growth15fund risk0%
American Funds SMALLCAP World Fund Class ASMCWXDU.S. Mid Cap - Growth16fund risk1.13%
American Funds New Perspective Fund Class AANWPXCU.S. All Cap - Growth17fund risk0.79%
American Funds AMCAP Fund Class AAMCPXFU.S. All Cap - Growth17fund risk0.7%
Fidelity Capital Appreciation FundFDCAXDU.S. All Cap - Growth18fund risk0.77%
Fidelity FundFFIDXBU.S. Large Cap - Growth18fund risk0.53%
American Funds The Growth Fund of America Class AAGTHXFU.S. All Cap - Growth18fund risk0.7%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXCU.S. Mid Cap - Growth19fund risk0.09%
Fidelity Independence FundFDFFXCU.S. Large Cap - Growth19fund risk0.6%
Large-Cap Growth IndexCU.S. Large Cap - Growth20fund risk0.08%
Fidelity Focused Stock FundFTQGXDU.S. Large Cap - Growth20fund risk0.89%
Fidelity Growth Discovery FundFDSVXDU.S. All Cap - Growth20fund risk0.81%
Fidelity Contrafund FundFCNTXFU.S. Large Cap - Growth20fund risk0.66%
Small-Cap Growth IndexA--U.S. Small Cap - Growth21fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth21fund risk0.34%
Fidelity Trend FundFTRNXDU.S. Large Cap - Growth21fund risk0.78%
Fidelity Leveraged Company Stock FundFLVCXFU.S. All Cap - Growth21fund risk0.82%
Fidelity Blue Chip Growth FundFBGRXFU.S. All Cap - Growth22fund risk0.74%
Fidelity OTC PortfolioFOCPXDU.S. Mega Cap - Growth23fund risk0.74%
Fidelity Growth CompanyFDGRXFU.S. All Cap - Growth23fund risk0.83%
Income Plus FundAU.S. All Cap - Growth4fund risk0.17%
Fidelity Capital & Income FundFAGIXBU.S. Mid Cap - Growth7fund risk0.71%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXCU.S. All Cap - Value10fund risk0.53%
American Funds American Mutual Fund Class AAMRMXBU.S. Large Cap - Value12fund risk0.61%
Fidelity Mid-Cap Stock FundFMCSXCU.S. Mid Cap - Value13fund risk0.78%
Vanguard Equity-Income Fund Admiral SharesVEIRXB+U.S. Mega Cap - Value14fund risk0.21%
Fidelity Equity-Income FundFEQIXBU.S. Large Cap - Value14fund risk0.64%
Large-Cap Value IndexCU.S. Large Cap - Value15fund risk0.08%
Vanguard Windsor II Fund Admiral SharesVWNAXCU.S. All Cap - Value15fund risk0.28%
Fidelity Dividend Growth FundFDGFXDU.S. All Cap - Value16fund risk0.62%
Fidelity Advisor Value Strategies Fund Class IFASOXCU.S. Mid Cap - Value16fund risk0.75%
Vanguard Selected Value Fund Investor SharesVASVXCU.S. Mid Cap - Value16fund risk0.43%
Vanguard Windsor Fund Admiral SharesVWNEXCU.S. All Cap - Value17fund risk0.27%
Fidelity Large Cap Stock FundFLCSXDU.S. All Cap - Value17fund risk0.88%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value17fund risk1.01%
Dodge & Cox Stock FundDODGXFU.S. All Cap - Value17fund risk0.52%
Small-Cap Value IndexB--U.S. Small Cap - Value17fund risk0.09%
Fidelity Value FundFDVLXDU.S. Mid Cap - Value18fund risk0.65%
Fidelity Export and Multinational FundFEXPXFU.S. All Cap - Value19fund risk0.79%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value20fund risk0.37%
Vanguard Wellesley Income Fund Admiral SharesVWIAXA+U.S. Mega Cap - Value4fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXA+U.S. Mega Cap - Value9fund risk0.18%
DFA Global Real Estate Securities PortfolioDFGEXA++U.S. Real Estate11fund risk0.32%
Global REIT Stock IndexB++U.S. Real Estate12fund risk0%
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXC--Commodities14fund risk0.99%
REIT IndexB++U.S. Real Estate15fund risk0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB++U.S. Real Estate16fund risk0%
Fidelity Real Estate Investment PortfolioFRESXC++U.S. Real Estate16fund risk0.8%
Fidelity Real Estate Income FundFRIFXA++U.S. Real Estate5fund risk0.84%
Global & Intl. Equity     
Fidelity International Small Cap FundFISMXC--International Large Cap11fund risk1.31%
International Real Estate IndexA--Pacific ex-Japan12fund risk0%
Fidelity Canada FundFICDXA--International Large Cap13fund risk0.86%
DFA Large Cap International Portfolio Institutional ClassDFALXC--International Large Cap13fund risk0.29%
DFA International Small Company Portfolio Institutional ClassDFISXC--Europe13fund risk0.54%
Fidelity International Discovery FundFIGRXCInternational Large Cap - Growth13fund risk0.98%
Fidelity Overseas FundFOSFXCInternational Large Cap - Growth13fund risk1.06%
American Funds International Growth and Income Fund Class AIGAAXCInternational Large Cap - Growth13fund risk0.91%
International Stock Market IndexB--International Large Cap13fund risk0.34%
European Stock IndexB--Europe13fund risk0.12%
Fidelity Diversified International FundFDIVXBInternational Large Cap - Growth13fund risk0.92%
Pacific Stock IndexB--Pacific14fund risk0.12%
DFA International Small Cap Value Portfolio Institutional ClassDISVXD--Europe14fund risk0.69%
Fidelity Europe FundFIEUXC--Europe14fund risk1.02%
DFA International Value Portfolio Institutional ClassDFIVXC--International Large Cap - Value14fund risk0.43%
American Funds New World Fund Class ANEWFXA--Emerging Markets14fund risk1.06%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXF--Emerging Markets14fund risk0.57%
American Funds EuroPacific Growth Fund Class AAEPGXCInternational Large Cap - Growth15fund risk0.84%
Vanguard International Explorer Fund Investor SharesVINEXD--Europe15fund risk0.36%
DFA Emerging Markets Portfolio Institutional ClassDFEMXD--Emerging Markets15fund risk0.57%
Fidelity Pacific Basin FundFPBFXA--Pacific16fund risk1.21%
Fidelity Japan FundFJPNXA--Pacific16fund risk0.91%
Fidelity Emerging Asia FundFSEAXA--Emerging Markets17fund risk1.05%
Vanguard International Growth Fund Admiral SharesVWILXFInternational Large Cap - Growth19fund risk0.35%
Emerging Market Stock IndexC--Emerging Markets19fund risk0.67%
Fidelity Freedom Income Class KFNSHXAInternational Large Cap - Growth3fund risk0%
Fidelity China Region FundFHKCXA--Emerging Markets22fund risk0.98%
Fidelity Latin America FundFLATXA--Emerging Markets23fund risk1.03%
Fidelity Freedom 2005 Fund Class KFSNJXAInternational Large Cap - Growth4fund risk0%
PIMCO All Asset Fund Administrative ClassPAALXA--Emerging Markets5fund risk0.32%
Fidelity Freedom 2010 Fund Class KFSNKXAInternational Large Cap - Growth5fund risk0%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB--Emerging Markets5fund risk0.18%
Fidelity International Real Estate FundFIREXAInternational Large Cap - Growth9fund risk1.14%
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%
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 Low Duration Fund Administrative ClassPLDAXC++Bond - Multi Sector2fund risk0.71%
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%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund risk0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXB++Bond - U.S. Municipals2fund risk0.75%
Vanguard GNMA Fund Admiral SharesVFIJXC++Bond - U.S. Mortgages2fund risk0.11%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate2fund risk0.43%
PIMCO GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages2fund risk0.5%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Intermediate Bond FundFTHRXB++U.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Floating Rate High Income FundFFRHXC++Bond - U.S. High Yield3fund risk0.7%
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 Diversified Income Fund Administrative ClassPDAAXB++Bond - Emerging Market3fund risk1%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC++U.S. Treasury - Short / Intermediate3fund risk0.46%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate3fund risk0.45%
American Funds Capital World Bond Fund Class ACWBFXB++U.S. Treasury - TIPS3fund risk0.91%
Total Bond MarketB++Bond - Multi Sector3fund risk0.07%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXC++U.S. Treasury - TIPS3fund 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%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS4fund risk0.1%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXB++U.S. Treasury - Intermediate4fund risk0.1%
Inflation Protected BondC++U.S. Treasury - TIPS4fund risk0.2%
PIMCO Total Return Fund Administrative ClassPTRAXC++Bond - Multi Sector4fund risk0.71%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
PIMCO High Yield Fund Administrative ClassPHYAXC++Bond - U.S. High Yield4fund risk0.8%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield4fund risk0.72%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield4fund risk0.13%
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXD++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 SharesVWETXC++Bond - U.S. Corporate8fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXA++U.S. Treasury - Long8fund risk0.07%
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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