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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     
Vanguard Dividend Growth Fund Investor SharesVDIGXBU.S. Large Cap11fund risk0.31%
American Funds Capital World Growth and Income Fund Class R-6RWIGXFU.S. Mega Cap11fund risk0.45%
Vanguard Global Equity Fund Investor SharesVHGEXFU.S. Large Cap11fund risk0.61%
American Funds Investment Company of America Class R-6RICGXDU.S. Large Cap12fund risk0.3%
Fidelity Small Cap Stock FundFSLCXCU.S. Small Cap12fund risk0.67%
American Funds Washington Mutual Investors Fund Class R-6RWMGXDU.S. Large Cap12fund risk0.3%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC-U.S. Mid Cap12fund risk0.08%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXBU.S. Small Cap12fund risk0.08%
American Funds AMCAP Fund Class R-6RAFGXBU.S. All Cap12fund risk0.37%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap12fund risk0.19%
American Funds Fundamental Investors Class R-6RFNGXDU.S. Large Cap12fund risk0.31%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap13fund risk0.5%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap13fund risk0.26%
Fidelity Stock Selector Small Cap FundFDSCXCU.S. Small Cap13fund risk0.91%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap13fund risk0.16%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXDU.S. Small Cap13fund risk0.37%
Vanguard Strategic Equity Fund Investor SharesVSEQXC-U.S. Mid Cap13fund risk0.28%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXCU.S. All Cap14fund risk0.5%
Fidelity Fund Class KFFDKXFU.S. Mega Cap14fund risk0.41%
Fidelity Leveraged Company Stock Fund Class KFLCKXFU.S. All Cap15fund risk0.68%
Fidelity Freedom Income Class KFNSHXCU.S. Large Cap3fund risk0%
Vanguard Target Retirement Income Fund Investor SharesVTINXDU.S. Large Cap3fund risk0.17%
Fidelity Freedom 2005 Fund Class KFSNJXDU.S. Large Cap4fund risk0%
Fidelity Capital & Income FundFAGIXCU.S. All Cap5fund risk0.71%
Fidelity Freedom 2010 Fund Class KFSNKXDU.S. Large Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXDU.S. Large Cap5fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXDU.S. Large Cap6fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXDU.S. Large Cap7fund risk0%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap7fund risk0.29%
Vanguard Star Fund Investor SharesVGSTXDU.S. Large Cap7fund risk0.34%
Fidelity Balanced Fund Class KFBAKXCU.S. All Cap8fund risk0.46%
Fidelity Mid-Cap Stock Fund Class KFKMCXB-U.S. Mid Cap10fund risk0.65%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXC+U.S. Mid Cap - Growth10fund risk0.72%
Fidelity Fifty FundFFTYXD++U.S. All Cap - Growth12fund risk0.83%
American Funds New Perspective Fund Class R-6RNPGXF++U.S. Large Cap - Growth12fund risk0.45%
American Funds The Growth Fund of America Class R-6RGAGXD++U.S. All Cap - Growth13fund risk0.34%
American Funds The New Economy Fund Class R-6RNGGXF++U.S. All Cap - Growth13fund risk0.48%
Vanguard Explorer Fund Admiral SharesVEXRXA+U.S. Small Cap - Growth13fund risk0.34%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXB+U.S. Mid Cap - Growth13fund risk0.51%
Fidelity Independence Fund Class KFDFKXD++U.S. All Cap - Growth14fund risk0.5%
Fidelity Capital Appreciation Fund Class KFCAKXF++U.S. All Cap - Growth14fund risk0.63%
Vanguard Morgan Growth Fund Admiral SharesVMRAXD++U.S. All Cap - Growth15fund risk0.25%
Fidelity Contrafund Fund Class KFCNKXD++U.S. Large Cap - Growth15fund risk0.56%
Fidelity Growth Discovery Fund Class KFGDKXF++U.S. Large Cap - Growth15fund risk0.67%
Fidelity Trend FundFTRNXD++U.S. All Cap - Growth15fund risk0.78%
Fidelity Blue Chip Growth Fund Class KFBGKXC++U.S. All Cap - Growth15fund risk0.6%
Fidelity Growth Company Fund Class KFGCKXD++U.S. All Cap - Growth16fund risk0.71%
Fidelity OTC Portfolio Class KFOCKXD++U.S. All Cap - Growth16fund risk0.6%
Fidelity Convertible Securities FundFCVSXD++U.S. All Cap - Growth9fund risk0.72%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-6RMFGXB--U.S. Large Cap - Value10fund risk0.31%
Fidelity Value Fund Class KFVLKXC--U.S. Mid Cap - Value11fund risk0.52%
Fidelity Equity-Income Fund Class KFEIKXC--U.S. Large Cap - Value11fund risk0.52%
Fidelity Advisor Value Strategies Fund Class KFVSKXD--U.S. Mid Cap - Value11fund risk0.57%
Fidelity Dividend Growth Fund Class KFDGKXB--U.S. Large Cap - Value11fund risk0.47%
Fidelity Export and Multinational Fund Class KFEXKXB--U.S. Large Cap - Value11fund risk0.63%
Vanguard Equity-Income Fund Admiral SharesVEIRXC--U.S. Large Cap - Value12fund risk0.21%
Fidelity Small Cap Discovery FundFSCRXD-U.S. Small Cap - Value12fund risk1.01%
Vanguard Selected Value Fund Investor SharesVASVXF--U.S. Mid Cap - Value12fund risk0.43%
Vanguard Windsor Fund Admiral SharesVWNEXD--U.S. All Cap - Value12fund risk0.27%
Vanguard Windsor II Fund Admiral SharesVWNAXB--U.S. Large Cap - Value12fund risk0.28%
Dodge & Cox Global Stock FundDODWXF--U.S. Large Cap - Value12fund risk0.65%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXC-U.S. Small Cap - Value13fund risk0.32%
Fidelity Large Cap Stock FundFLCSXA--U.S. Large Cap - Value13fund risk0.88%
Dodge & Cox Stock FundDODGXB--U.S. All Cap - Value13fund risk0.52%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXC-U.S. Small Cap - Value14fund risk0.37%
Vanguard Wellesley Income Fund Admiral SharesVWIAXC--U.S. Large Cap - Value4fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXB--U.S. Large Cap - Value8fund risk0.18%
Dodge & Cox Balanced FundDODBXC--U.S. All Cap - Value8fund risk0.53%
Fidelity Low-Priced Stock Fund Class KFLPKXC--U.S. All Cap - Value10fund risk0.68%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate10fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXF++Commodities10fund risk0.74%
Fidelity Real Estate Investment PortfolioFRESXA--U.S. Real Estate14fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXA--U.S. Real Estate14fund risk0%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXC--Gold4fund risk0.55%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate4fund risk0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXC--Gold6fund risk0.5%
Global & Intl. Equity     
DFA International Small Company Portfolio Institutional ClassDFISXB--International Small Cap10fund risk0.54%
Vanguard International Explorer Fund Investor SharesVINEXC--International Small Cap10fund risk0.36%
American Funds International Growth and Income Fund Class R-6RIGGXC--Europe11fund risk0.59%
Fidelity Overseas Fund Class KFOSKXB--International Large Cap - Growth11fund risk0.9%
Vanguard International Value Fund Investor SharesVTRIXC--International Large Cap11fund risk0.43%
DFA International Vector Equity Portfolio Institutional ClassDFVQXB--Europe11fund risk0.51%
DFA Large Cap International Portfolio Institutional ClassDFALXB--International Large Cap11fund risk0.29%
Fidelity Diversified International Fund Class KFDIKXC--International Large Cap - Growth11fund risk0.78%
Fidelity Canada FundFICDXB--International Large Cap - Growth11fund risk0.86%
Fidelity International Discovery Fund Class KFIDKXD--International Large Cap - Growth11fund risk0.83%
American Funds New World Fund Class R-6RNWGXA--Emerging Markets12fund risk0.65%
American Funds EuroPacific Growth Fund Class R-6RERGXD--International Large Cap - Growth12fund risk0.49%
Fidelity Pacific Basin FundFPBFXF--Pacific12fund risk1.21%
DFA International Value Portfolio Institutional ClassDFIVXA--International Large Cap - Value12fund risk0.43%
Fidelity Europe FundFIEUXB--Europe12fund risk1.02%
Dodge & Cox International Stock FundDODFXD--Europe13fund risk0.64%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXA--Emerging Markets13fund risk0.57%
Fidelity Japan FundFJPNXC--Japan13fund risk0.91%
DFA Emerging Markets Portfolio Institutional ClassDFEMXA--Emerging Markets13fund risk0.57%
Vanguard International Growth Fund Admiral SharesVWILXC--International Large Cap - Growth14fund risk0.35%
Fidelity China Region FundFHKCXA--Emerging Markets18fund risk0.98%
Fidelity Latin America FundFLATXF--Emerging Markets23fund risk1.03%
PIMCO All Asset Fund Institutional ClassPAAIXB--Emerging Markets5fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXD--Emerging Markets5fund risk0.18%
Fidelity International Real Estate FundFIREXC--International Large Cap - Growth9fund risk1.14%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXF--Emerging Markets9fund risk0.9%
Fidelity International Small Cap FundFISMXD--International Large Cap - Growth9fund risk1.31%
Bonds     
US Cash / Money MarketUSCASHC+U.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 III Fund Institutional ClassPLDIXCU.S. Treasury - Short / Intermediate1fund risk0.5%
PIMCO Low Duration Fund Institutional ClassPTLDXC-Bond - Multi Sector1fund risk0.46%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCU.S. Treasury - Short1fund risk0.1%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXCU.S. Treasury - Short1fund risk0.07%
Fidelity Limited Term Government FundFFXSXCU.S. Treasury - Short1fund risk0.45%
Fidelity Floating Rate High Income FundFFRHXB-Bond - Multi Sector1fund risk0.7%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXCU.S. Treasury - Short1fund risk0%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXCU.S. Treasury - Short / Intermediate1fund risk0.9%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB-U.S. Treasury - Long2fund risk0.5%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXCBond - U.S. Corporate2fund risk0.55%
Fidelity Intermediate Government Income FundFSTGXCU.S. Treasury - Short / Intermediate2fund risk0.45%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate2fund risk0.43%
Fidelity Intermediate Bond FundFTHRXCU.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Moderate Duration Fund Institutional ClassPMDRXCU.S. Treasury - Short / Intermediate2fund risk0.46%
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages2fund risk0.45%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
Fidelity Total Bond FundFTBFXC-U.S. Treasury - Intermediate / Long2fund risk0.45%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXB-Bond - Multi Sector2fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXCBond - U.S. Mortgages2fund risk0.5%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXCU.S. Treasury - Intermediate2fund risk0.1%
PIMCO Total Return III Fund Institutional ClassPTSAXC-Bond - Multi Sector3fund risk0.5%
PIMCO Diversified Income Fund Institutional ClassPDIIXC-Bond - Emerging Market3fund risk0.75%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXCU.S. Treasury - Short / Intermediate3fund risk0.1%
Fidelity Government Income FundFGOVXCU.S. Treasury - Intermediate3fund risk0.45%
PIMCO Total Return Fund Institutional ClassPTTRXC-Bond - Multi Sector3fund risk0.46%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC+Bond - U.S. High Yield3fund risk0.13%
Fidelity High Income FundSPHIXC+Bond - U.S. High Yield3fund risk0.72%
PIMCO High Yield Fund Institutional ClassPHIYXD+Bond - U.S. High Yield3fund risk0.55%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXCU.S. Treasury - TIPS3fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXCU.S. Treasury - TIPS3fund risk0.45%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXCU.S. Treasury - Intermediate3fund risk0.07%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXCBond - U.S. Corporate3fund risk0.5%
American Funds Capital World Bond Fund Class R-6RCWGXDU.S. Treasury - TIPS3fund risk0.52%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXD-Bond - Emerging Market4fund risk0.83%
Fidelity New Markets Income FundFNMIXD-Bond - Emerging Market5fund risk0.84%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXDBond - U.S. Corporate6fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXC-U.S. Treasury - Long7fund risk0.07%
PIMCO Real Return Asset Fund Institutional ClassPRAIXDU.S. Treasury - TIPS7fund risk0.55%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXD-U.S. Treasury - Long9fund risk0.47%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC-U.S. Treasury - Long9fund risk0.1%
Other     
Fidelity Global Balanced FundFGBLX Other0fund risk1%
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
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