IBM 401(k) Plus Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Advisor Value Strategies Fund Class K	FVSKX	B-	U.S. Mid Cap	10	0.57%
Fidelity Capital Appreciation Fund Class K	FCAKX	D	U.S. All Cap	10	0.63%
Dodge & Cox Global Stock Fund	DODWX	B	U.S. All Cap	11	0.65%
Fidelity Independence Fund Class K	FDFKX	C	U.S. All Cap	11	0.5%
Fidelity Small Cap Stock Fund	FSLCX	C--	U.S. Small Cap	11	0.67%
Fidelity Leveraged Company Stock Fund Class K	FLCKX	C-	U.S. Mid Cap	12	0.68%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	C--	U.S. Small Cap	12	0.08%
Fidelity Stock Selector Small Cap Fund	FDSCX	D--	U.S. Small Cap	12	0.91%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	C--	U.S. Small Cap	13	0.28%
Fidelity Freedom K 2010 Fund	FFKCX	B	U.S. Large Cap	4	0.05%
Fidelity Freedom K 2015 Fund	FKVFX	B	U.S. Large Cap	5	0.05%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	5	0.29%
Fidelity Freedom K 2020 Fund	FFKDX	B	U.S. Large Cap	5	0.05%
Vanguard Wellington Fund Admiral Shares	VWENX	C	U.S. Large Cap	5	0.18%
Vanguard Star Fund Investor Shares	VGSTX	B	U.S. Large Cap	6	0.34%
Fidelity Balanced Fund Class K	FBAKX	B	U.S. Large Cap	6	0.46%
Fidelity Freedom K 2025 Fund	FKTWX	B	U.S. Large Cap	6	0.05%
Fidelity Convertible Securities Fund	FCVSX	C-	U.S. Mid Cap	6	0.72%
American Funds American Mutual Fund Class R-6	RMFGX	C	U.S. Large Cap	7	0.31%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	C+	U.S. Mega Cap	7	0.31%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	C	U.S. Large Cap	8	0.3%
Fidelity Dividend Growth Fund Class K	FDGKX	C	U.S. Large Cap	8	0.47%
American Funds Investment Company of America Class R-6	RICGX	C	U.S. Large Cap	8	0.3%
Fidelity Export and Multinational Fund Class K	FEXKX	C	U.S. Large Cap	8	0.63%
Fidelity Low-Priced Stock Fund Class K	FLPKX	B-	U.S. Mid Cap	8	0.68%
PIMCO StocksPLUS Fund Institutional Class	PSTKX	C	U.S. Large Cap	8	0.5%
American Funds Fundamental Investors Class R-6	RFNGX	B	U.S. Large Cap	8	0.31%
American Funds AMCAP Fund Class R-6	RAFGX	C	U.S. All Cap	8	0.37%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	D	U.S. Large Cap	9	0.26%
Vanguard Global Equity Fund Investor Shares	VHGEX	A	U.S. Large Cap	9	0.61%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	B	U.S. Large Cap	9	0.16%
American Funds SMALLCAP World Fund Class R-6	RLLGX	A-	U.S. Mid Cap	9	0.72%
Fidelity Fund Class K	FFDKX	D	U.S. Large Cap	9	0.41%
American Funds The Growth Fund of America Class R-6	RGAGX	B	U.S. Large Cap	9	0.34%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	C	U.S. All Cap	9	0.19%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C-	U.S. Mid Cap	10	0.65%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	A	U.S. All Cap	10	0.5%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C-	U.S. Mid Cap	10	0.08%
U.S. Equities - Growth
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	C	U.S. Mid Cap - Growth	10	0.51%
Fidelity Blue Chip Growth Fund Class K	FBGKX	B+	U.S. All Cap - Growth	11	0.6%
Fidelity Growth Company Fund Class K	FGCKX	B+	U.S. All Cap - Growth	12	0.71%
Vanguard Explorer Fund Admiral Shares	VEXRX	B-	U.S. Small Cap - Growth	12	0.34%
Fidelity OTC Portfolio Class K	FOCKX	A+	U.S. All Cap - Growth	12	0.6%
American Funds New Perspective Fund Class R-6	RNPGX	A++	U.S. Large Cap - Growth	8	0.45%
Fidelity Contrafund Fund Class K	FCNKX	C++	U.S. Large Cap - Growth	9	0.56%
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	C+	U.S. All Cap - Growth	9	0.25%
American Funds The New Economy Fund Class R-6	RNGGX	A+	U.S. All Cap - Growth	9	0.48%
Fidelity Growth Discovery Fund Class K	FGDKX	B++	U.S. Large Cap - Growth	9	0.67%
Fidelity Trend Fund	FTRNX	D+	U.S. All Cap - Growth	10	0.78%
U.S. Equities - Value
Fidelity Large Cap Stock Fund	FLCSX	B-	U.S. All Cap - Value	10	0.88%
Fidelity Value Fund Class K	FVLKX	B--	U.S. Mid Cap - Value	10	0.52%
Vanguard Windsor Fund Admiral Shares	VWNEX	A-	U.S. All Cap - Value	10	0.27%
Dodge & Cox Stock Fund	DODGX	A-	U.S. All Cap - Value	11	0.52%
Vanguard Selected Value Fund Investor Shares	VASVX	A-	U.S. All Cap - Value	11	0.43%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	B--	U.S. Small Cap - Value	12	0.32%
Fidelity Canada Fund	FICDX	D--	U.S. Mid Cap - Value	12	0.86%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	C--	U.S. Small Cap - Value	14	0.37%
Fidelity Small Cap Discovery Fund	FSCRX	C--	U.S. Small Cap - Value	14	1.01%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	D--	U.S. Small Cap - Value	15	0.37%
Dodge & Cox Balanced Fund	DODBX	A-	U.S. All Cap - Value	7	0.53%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	B-	U.S. Large Cap - Value	8	0.21%
Fidelity Equity-Income Fund Class K	FEIKX	B-	U.S. Large Cap - Value	8	0.52%
Vanguard Windsor II Fund Admiral Shares	VWNAX	B-	U.S. Large Cap - Value	9	0.28%
Specialty
DFA Global Real Estate Securities Portfolio	DFGEX	B--	U.S. Real Estate	12	0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	C--	Commodities	12	0.74%
Fidelity Real Estate Investment Portfolio	FRESX	B--	U.S. Real Estate	13	0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	B--	U.S. Real Estate	15	0%
Fidelity Real Estate Income Fund	FRIFX	A--	U.S. Real Estate	5	0.84%
Global & Intl. Equity
Vanguard International Growth Fund Admiral Shares	VWILX	A+	International Large Cap - Growth	11	0.35%
Fidelity China Region Fund	FHKCX	A+	Emerging Markets	11	0.98%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	A+	Emerging Markets	12	0.57%
DFA International Value Portfolio Institutional Class	DFIVX	B	International Large Cap - Value	12	0.43%
Fidelity Europe Fund	FIEUX	B++	Europe	12	1.02%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A+	Emerging Markets	12	0.57%
Dodge & Cox International Stock Fund	DODFX	A	International Large Cap - Value	12	0.64%
Fidelity Freedom K Income Fund	FFKAX	B+	International Large Cap - Growth	3	0.05%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C+	International Large Cap - Growth	3	0.17%
Fidelity Latin America Fund	FLATX	F+	Emerging Markets	26	1.03%
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX	C+	International Large Cap - Growth	3	0.17%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	B+	International Large Cap - Growth	4	0.18%
Fidelity Freedom K 2005 Fund	FFKVX	B+	International Large Cap - Growth	4	0.05%
PIMCO All Asset Fund Institutional Class	PAAIX	B+	Emerging Markets	5	0.07%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	C++	Emerging Markets	5	0.18%
Fidelity Global Balanced Fund	FGBLX	C+	International Large Cap - Growth	6	1%
Fidelity International Small Cap Fund	FISMX	A++	International Small Cap	8	1.31%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	A+	International Large Cap	8	0.45%
Fidelity Pacific Basin Fund	FPBFX	A+	Pacific	8	1.21%
American Funds New World Fund Class R-6	RNWGX	A+	Emerging Markets	8	0.65%
Fidelity International Real Estate Fund	FIREX	A+	International Large Cap - Growth	9	1.14%
American Funds International Growth and Income Fund Class R-6	RIGGX	A+	International Large Cap	9	0.59%
Vanguard International Explorer Fund Investor Shares	VINEX	A++	International Small Cap	9	0.36%
Fidelity Overseas Fund Class K	FOSKX	A++	Europe	9	0.9%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A+	International Large Cap	9	0.49%
Fidelity Diversified International Fund Class K	FDIKX	A+	International Large Cap - Growth	9	0.78%
DFA International Small Company Portfolio Institutional Class	DFISX	A++	International Small Cap	9	0.54%
Fidelity International Discovery Fund Class K	FIDKX	A+	International Large Cap - Growth	9	0.83%
PIMCO Emerging Local Bond Fund Institutional Class	PELBX	C+	Emerging Markets	10	0.9%
DFA Large Cap International Portfolio Institutional Class	DFALX	B+	International Large Cap	10	0.29%
Vanguard International Value Fund Investor Shares	VTRIX	B+	International Large Cap	10	0.43%
Fidelity Japan Fund	FJPNX	A+	Pacific	10	0.91%
DFA International Vector Equity Portfolio Institutional Class	DFVQX	A+	International Large Cap	10	0.51%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Short-Term Bond Fund	FSHBX	C	U.S. Treasury - Short	1	0.45%
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C	U.S. Treasury - Short / Intermediate	1	0.1%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	U.S. Treasury - Short / Intermediate	1	0.1%
PIMCO Low Duration III Fund Institutional Class	PLDIX	C	U.S. Treasury - Short / Intermediate	1	0.5%
PIMCO Low Duration Fund Institutional Class	PTLDX	C+	Bond - U.S. Mortgages	1	0.46%
Fidelity Floating Rate High Income Fund	FFRHX	B++	Bond - U.S. High Yield	1	0.7%
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	B	U.S. Treasury - Short / Intermediate	1	0.07%
Fidelity Limited Term Government Fund	FFXSX	C	U.S. Treasury - Short / Intermediate	1	0.45%
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	C	U.S. Treasury - Short / Intermediate	2	0%
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	A++	Bond - U.S. High Yield	2	0.9%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C+	U.S. Treasury - Long	11	0.1%
PIMCO Long-Term U.S. Government Fund Institutional Class	PGOVX	C+	U.S. Treasury - Long	11	0.47%
Dodge & Cox Income Fund	DODIX	B	Bond - Multi Sector	2	0.43%
Fidelity Intermediate Government Income Fund	FSTGX	C	U.S. Treasury - Short / Intermediate	2	0.45%
Fidelity Intermediate Bond Fund	FTHRX	C	U.S. Treasury - Short / Intermediate	2	0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	B	U.S. Treasury - Intermediate / Long	2	0.55%
Fidelity GNMA Fund	FGMNX	C+	Bond - U.S. Mortgages	2	0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	C+	Bond - Emerging Market	3	0.5%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	B	U.S. Treasury - Short / Intermediate	3	0.46%
Vanguard GNMA Fund Admiral Shares	VFIJX	C+	Bond - U.S. Mortgages	3	0.11%
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	B+	Bond - U.S. Mortgages	3	0.5%
PIMCO GNMA Fund Institutional Class	PDMIX	C+	Bond - U.S. Mortgages	3	0.5%
Fidelity Strategic Income Fund	FSICX	B+	Bond - Emerging Market	3	0.69%
Fidelity Total Bond Fund	FTBFX	B	U.S. Treasury - Intermediate	3	0.45%
Fidelity Government Income Fund	FGOVX	C	U.S. Treasury - Intermediate	3	0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B	U.S. Treasury - Intermediate	3	0.1%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C++	Bond - U.S. High Yield	3	0.13%
PIMCO Diversified Income Fund Institutional Class	PDIIX	A+	Bond - Emerging Market	3	0.75%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C	U.S. Treasury - Short / Intermediate	3	0.1%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	3	0.55%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	4	0.72%
PIMCO Total Return Fund Institutional Class	PTTRX	B	Bond - Multi Sector	4	0.46%
PIMCO Total Return III Fund Institutional Class	PTSAX	B	Bond - Multi Sector	4	0.5%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	A	Bond - Multi Sector	4	0.5%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares	VBIMX	B	U.S. Treasury - Intermediate	4	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C	U.S. Treasury - TIPS	4	0.07%
PIMCO Real Return Fund Institutional Class	PRRIX	C	U.S. Treasury - TIPS	4	0.45%
Fidelity Capital & Income Fund	FAGIX	B++	Bond - U.S. High Yield	4	0.71%
American Funds Capital World Bond Fund Class R-6	RCWGX	B	U.S. Treasury - Short / Intermediate	5	0.52%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	B+	Bond - Emerging Market	5	0.83%
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	B	U.S. Treasury - Short / Intermediate	5	0.55%
Fidelity New Markets Income Fund	FNMIX	C+	Bond - Emerging Market	6	0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional Class	PFUIX	B	U.S. Treasury - Short / Intermediate	7	0.5%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	A+	U.S. Treasury - Long	8	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	B+	U.S. Treasury - Long	9	0.07%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	C	U.S. Treasury - TIPS	9	0.55%
Other
Fidelity Fifty Fund	FFTYX		Other	0	0.83%
Fidelity Freedom K 2000	FFKBX		Other	0	0.05%

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