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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     
American Funds Investment Company of America Class R-6RICGXCU.S. Large Cap10fund risk0.3%
American Funds Washington Mutual Investors Fund Class R-6RWMGXCU.S. Large Cap11fund risk0.3%
Vanguard Global Equity Fund Investor SharesVHGEXBU.S. All Cap11fund risk0.61%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXCU.S. Mid Cap11fund risk0.08%
American Funds AMCAP Fund Class R-6RAFGXAU.S. All Cap11fund risk0.37%
American Funds Fundamental Investors Class R-6RFNGXBU.S. Large Cap11fund risk0.31%
Vanguard Windsor Fund Admiral SharesVWNEXCU.S. All Cap11fund risk0.27%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap11fund risk0.5%
Dodge & Cox Global Stock FundDODWXDU.S. All Cap11fund risk0.65%
Fidelity Small Cap Stock FundFSLCXC-U.S. Small Cap12fund risk0.67%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap12fund risk0.19%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap12fund risk0.26%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap12fund risk0.16%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB-U.S. Small Cap12fund risk0.08%
Fidelity Fund Class KFFDKXBU.S. Mega Cap12fund risk0.41%
Fidelity Stock Selector Small Cap FundFDSCXB-U.S. Small Cap13fund risk0.91%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXC-U.S. Small Cap13fund risk0.32%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXCU.S. All Cap13fund risk0.5%
Vanguard Strategic Equity Fund Investor SharesVSEQXDU.S. Mid Cap13fund risk0.28%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD-U.S. Small Cap14fund risk0.37%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. Large Cap3fund risk0.17%
Fidelity Freedom 2005 Fund Class KFSNJXCU.S. Large Cap4fund risk0%
Vanguard Wellesley Income Fund Admiral SharesVWIAXCU.S. Large Cap4fund risk0.18%
Fidelity Capital & Income FundFAGIXCU.S. All Cap4fund risk0.71%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. Large Cap4fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. Large Cap5fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap6fund risk0%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap6fund risk0.29%
Fidelity Freedom 2025 Fund Class KFSNPXBU.S. All Cap7fund risk0%
Vanguard Star Fund Investor SharesVGSTXBU.S. Large Cap7fund risk0.34%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap7fund risk0.18%
Fidelity Balanced Fund Class KFBAKXCU.S. Large Cap8fund risk0.46%
Fidelity Low-Priced Stock Fund Class KFLPKXBU.S. Mid Cap9fund risk0.68%
American Funds American Mutual Fund Class R-6RMFGXDU.S. Large Cap10fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXDU.S. Large Cap10fund risk0.31%
Fidelity Mid-Cap Stock Fund Class KFKMCXBU.S. Mid Cap10fund risk0.65%
American Funds Capital World Growth and Income Fund Class R-6RWIGXBU.S. Large Cap10fund risk0.45%
U.S. Equities - Growth     
American Funds New Perspective Fund Class R-6RNPGXC++U.S. All Cap - Growth11fund risk0.45%
American Funds The Growth Fund of America Class R-6RGAGXB++U.S. All Cap - Growth12fund risk0.34%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXC++U.S. Mid Cap - Growth12fund risk0.51%
American Funds The New Economy Fund Class R-6RNGGXA++U.S. All Cap - Growth12fund risk0.48%
Vanguard Explorer Fund Admiral SharesVEXRXA+U.S. Small Cap - Growth13fund risk0.34%
Fidelity Independence Fund Class KFDFKXC++U.S. All Cap - Growth13fund risk0.5%
Fidelity Growth Discovery Fund Class KFGDKXC++U.S. Large Cap - Growth13fund risk0.67%
Fidelity Capital Appreciation Fund Class KFCAKXC++U.S. All Cap - Growth13fund risk0.63%
Vanguard Morgan Growth Fund Admiral SharesVMRAXC++U.S. All Cap - Growth13fund risk0.25%
Fidelity Contrafund Fund Class KFCNKXC++U.S. Large Cap - Growth14fund risk0.56%
Fidelity Trend FundFTRNXC++U.S. All Cap - Growth14fund risk0.78%
Fidelity Leveraged Company Stock Fund Class KFLCKXF++U.S. Mid Cap - Growth14fund risk0.68%
Fidelity Blue Chip Growth Fund Class KFBGKXC++U.S. All Cap - Growth14fund risk0.6%
Fidelity Growth Company Fund Class KFGCKXA++U.S. All Cap - Growth15fund risk0.71%
Fidelity OTC Portfolio Class KFOCKXC++U.S. All Cap - Growth15fund risk0.6%
Fidelity Convertible Securities FundFCVSXD++U.S. All Cap - Growth8fund risk0.72%
American Funds SMALLCAP World Fund Class R-6RLLGXB++U.S. Mid Cap - Growth9fund risk0.72%
U.S. Equities - Value     
Fidelity Dividend Growth Fund Class KFDGKXA--U.S. Large Cap - Value10fund risk0.47%
Fidelity Equity-Income Fund Class KFEIKXD--U.S. Large Cap - Value11fund risk0.52%
Fidelity Export and Multinational Fund Class KFEXKXB--U.S. Large Cap - Value11fund risk0.63%
Vanguard Equity-Income Fund Admiral SharesVEIRXB--U.S. Large Cap - Value11fund risk0.21%
Fidelity Value Fund Class KFVLKXD--U.S. Mid Cap - Value11fund risk0.52%
Fidelity Canada FundFICDXD--U.S. Mid Cap - Value11fund risk0.86%
Fidelity Advisor Value Strategies Fund Class KFVSKXD--U.S. Mid Cap - Value11fund risk0.57%
Vanguard Windsor II Fund Admiral SharesVWNAXC--U.S. Large Cap - Value11fund risk0.28%
Vanguard Selected Value Fund Investor SharesVASVXC--U.S. Mid Cap - Value12fund risk0.43%
Fidelity Large Cap Stock FundFLCSXB--U.S. Large Cap - Value12fund risk0.88%
Dodge & Cox Stock FundDODGXC--U.S. All Cap - Value12fund risk0.52%
Fidelity Small Cap Discovery FundFSCRXB--U.S. Small Cap - Value13fund risk1.01%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXB--U.S. Small Cap - Value14fund risk0.37%
Dodge & Cox Balanced FundDODBXC--U.S. All Cap - Value7fund risk0.53%
Specialty     
Fidelity Real Estate Investment PortfolioFRESXA--U.S. Real Estate12fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXA--U.S. Real Estate13fund risk0%
Fidelity Real Estate Income FundFRIFXB--U.S. Real Estate4fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXA--U.S. Real Estate10fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXD++Commodities10fund risk0.74%
Global & Intl. Equity     
American Funds New World Fund Class R-6RNWGXB++Emerging Markets10fund risk0.65%
American Funds EuroPacific Growth Fund Class R-6RERGXA+International Large Cap - Growth10fund risk0.49%
DFA International Value Portfolio Institutional ClassDFIVXA-International Large Cap - Value11fund risk0.43%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXB++Emerging Markets11fund risk0.57%
Fidelity Europe FundFIEUXB-Europe11fund risk1.02%
Fidelity Japan FundFJPNXA++Japan11fund risk0.91%
DFA Emerging Markets Portfolio Institutional ClassDFEMXB++Emerging Markets12fund risk0.57%
Dodge & Cox International Stock FundDODFXDInternational Large Cap12fund risk0.64%
Vanguard International Growth Fund Admiral SharesVWILXA+International Large Cap - Growth13fund risk0.35%
Fidelity China Region FundFHKCXA++Emerging Markets15fund risk0.98%
Fidelity Freedom Income Class KFNSHXC+International Large Cap - Growth3fund risk0%
Fidelity Latin America FundFLATXA++Emerging Markets23fund risk1.03%
PIMCO All Asset Fund Institutional ClassPAAIXB++Emerging Markets4fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC++Emerging Markets4fund risk0.18%
Fidelity Global Balanced FundFGBLXA+International Large Cap - Growth7fund risk1%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXA++Emerging Markets7fund risk0.9%
Fidelity International Small Cap FundFISMXAInternational Small Cap8fund risk1.31%
Fidelity International Real Estate FundFIREXAInternational Small Cap8fund risk1.14%
American Funds International Growth and Income Fund Class R-6RIGGXA-Europe9fund risk0.59%
DFA International Small Company Portfolio Institutional ClassDFISXAInternational Small Cap9fund risk0.54%
Fidelity Overseas Fund Class KFOSKXC+International Large Cap - Growth10fund risk0.9%
Vanguard International Explorer Fund Investor SharesVINEXA+International Large Cap - Growth10fund risk0.36%
Vanguard International Value Fund Investor SharesVTRIXAInternational Large Cap10fund risk0.43%
DFA International Vector Equity Portfolio Institutional ClassDFVQXAInternational Large Cap10fund risk0.51%
Fidelity Pacific Basin FundFPBFXA+Pacific10fund risk1.21%
Fidelity International Discovery Fund Class KFIDKXA-Europe10fund risk0.83%
Fidelity Diversified International Fund Class KFDIKXC+International Large Cap - Growth10fund risk0.78%
DFA Large Cap International Portfolio Institutional ClassDFALXBInternational Large Cap10fund risk0.29%
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%
PIMCO Low Duration Fund Institutional ClassPTLDXC-Bond - Multi Sector1fund risk0.46%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXB-Bond - Multi Sector1fund risk0.9%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXCU.S. Treasury - Short / Intermediate1fund risk0.07%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCU.S. Treasury - Short1fund risk0.1%
PIMCO Low Duration III Fund Institutional ClassPLDIXCU.S. Treasury - Short / Intermediate1fund risk0.5%
Fidelity Floating Rate High Income FundFFRHXBBond - U.S. High Yield1fund risk0.7%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXCU.S. Treasury - Short / Intermediate1fund risk0%
Fidelity Limited Term Government FundFFXSXCU.S. Treasury - Short / Intermediate1fund risk0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXBBond - U.S. Municipals2fund risk0.5%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate2fund risk0.43%
Fidelity Intermediate Government Income FundFSTGXCU.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXBU.S. Treasury - Intermediate / Long2fund risk0.55%
Fidelity Intermediate Bond FundFTHRXCU.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages2fund risk0.45%
Fidelity Strategic Income FundFSICXBBond - Emerging Market2fund risk0.69%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
PIMCO Moderate Duration Fund Institutional ClassPMDRXCU.S. Treasury - Short / Intermediate2fund risk0.46%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXB-Bond - Multi Sector2fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXCBond - U.S. Mortgages2fund risk0.5%
Fidelity Total Bond FundFTBFXCU.S. Treasury - Intermediate2fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXCU.S. Treasury - Intermediate3fund risk0.1%
Fidelity Government Income FundFGOVXCU.S. Treasury - Intermediate3fund risk0.45%
PIMCO Diversified Income Fund Institutional ClassPDIIXCBond - Emerging Market3fund risk0.75%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXCBond - U.S. High Yield3fund risk0.13%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXCU.S. Treasury - Short / Intermediate3fund risk0.1%
PIMCO High Yield Fund Institutional ClassPHIYXCBond - U.S. High Yield3fund risk0.55%
Fidelity High Income FundSPHIXBBond - U.S. High Yield3fund risk0.72%
PIMCO Total Return III Fund Institutional ClassPTSAXB-Bond - Multi Sector3fund risk0.5%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXCU.S. Treasury - Intermediate3fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXCU.S. Treasury - TIPS3fund risk0.07%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXB-Bond - Multi Sector3fund risk0.5%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXCBond - Emerging Market3fund risk0.83%
PIMCO Real Return Fund Institutional ClassPRRIXCU.S. Treasury - TIPS3fund risk0.45%
American Funds Capital World Bond Fund Class R-6RCWGXAU.S. Treasury - Intermediate4fund risk0.52%
Fidelity New Markets Income FundFNMIXCBond - Emerging Market4fund risk0.84%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXABond - U.S. Corporate4fund risk0.55%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXAU.S. Treasury - TIPS6fund risk0.5%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXC+U.S. Treasury - Long7fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXC+U.S. Treasury - Long7fund risk0.07%
PIMCO Real Return Asset Fund Institutional ClassPRAIXCU.S. Treasury - TIPS8fund risk0.55%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXC+U.S. Treasury - Long9fund risk0.47%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC+U.S. Treasury - Long9fund risk0.1%
Other     
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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