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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 2055 Fund Class KFNSDXFU.S. All Cap10fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXFU.S. All Cap10fund risk0%
Vanguard Dividend Growth Fund Investor SharesVDIGXBU.S. Large Cap10fund risk0.31%
American Funds Capital World Growth and Income Fund Class ACWGIXD+U.S. Mega Cap11fund risk0.8%
American Funds Washington Mutual Investors Fund Class AAWSHXDU.S. Large Cap11fund risk0.6%
American Funds Investment Company of America Class AAIVSXD+U.S. Mega Cap11fund risk0.61%
Vanguard Global Equity Fund Investor SharesVHGEXDU.S. Large Cap11fund risk0.61%
Large Company IndexCU.S. Large Cap12fund risk0.09%
American Funds Fundamental Investors Class AANCFXD+U.S. Mega Cap12fund risk0.63%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap12fund risk0.26%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap12fund risk0.75%
Total Stock Market IndexCU.S. All Cap12fund risk0.05%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC-U.S. Mid Cap12fund risk0.09%
Fidelity Small Cap Stock FundFSLCXA--U.S. Small Cap12fund risk0.67%
American Funds AMCAP Fund Class AAMCPXDU.S. All Cap12fund risk0.7%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXBU.S. Large Cap12fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap13fund risk0.19%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXFU.S. All Cap13fund risk0.5%
Vanguard Strategic Equity Fund Investor SharesVSEQXF-U.S. Mid Cap14fund risk0.28%
Small/Mid-Cap IndexA--U.S. Small Cap14fund risk0.1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB--U.S. Small Cap14fund risk0.09%
Fidelity Stock Selector Small Cap FundFDSCXA--U.S. Small Cap14fund risk0.91%
Fidelity Leveraged Company Stock FundFLVCXFU.S. All Cap15fund risk0.82%
Target Retirement 2015AU.S. Large Cap4fund risk0.17%
Conservative PortfolioAU.S. Large Cap4fund risk0.15%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap5fund risk0%
Fidelity Capital & Income FundFAGIXCU.S. All Cap5fund risk0.71%
Target Retirement 2020BU.S. Large Cap5fund risk0.17%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap5fund risk0%
Moderate PortfolioBU.S. Large Cap6fund risk0.16%
Fidelity Freedom 2025 Fund Class KFSNPXBU.S. All Cap6fund risk0%
Target Retirement 2025BU.S. Large Cap6fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXAU.S. Large Cap7fund risk0.18%
American Funds Balanced Portfolio Class ABLPAXC+U.S. Mega Cap7fund risk0.35%
Target Retirement 2030CU.S. Large Cap7fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. All Cap7fund risk0.34%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap7fund risk0%
Target Retirement 2035CU.S. Large Cap8fund risk0.19%
Fidelity Balanced FundFBALXBU.S. All Cap8fund risk0.57%
Aggressive PortfolioCU.S. Large Cap8fund risk0.17%
American Funds American Mutual Fund Class AAMRMXCU.S. Large Cap9fund risk0.61%
Target Retirement 2040CU.S. Large Cap9fund risk0.19%
Fidelity Freedom 2035 Fund Class KFSNUXCU.S. All Cap9fund risk0%
Fidelity Canada FundFICDXCU.S. Large Cap9fund risk0.86%
Target Retirement 2045CU.S. Large Cap10fund risk0.19%
Target Retirement 2055CU.S. Large Cap10fund risk0.19%
Target Retirement 2050CU.S. Large Cap10fund risk0.19%
Fidelity Freedom 2045 Fund Class KFSNZXCU.S. All Cap10fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXCU.S. All Cap10fund risk0%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXA-U.S. Mid Cap - Growth10fund risk0.72%
American Funds SMALLCAP World Fund Class ASMCWXB-U.S. Mid Cap - Growth11fund risk1.13%
American Funds New Perspective Fund Class AANWPXD++U.S. Large Cap - Growth12fund risk0.79%
Fidelity FundFFIDXB++U.S. Large Cap - Growth12fund risk0.53%
Fidelity Capital Appreciation FundFDCAXD+U.S. All Cap - Growth12fund risk0.77%
Fidelity Independence FundFDFFXC++U.S. Large Cap - Growth13fund risk0.6%
American Funds The Growth Fund of America Class AAGTHXD+U.S. All Cap - Growth13fund risk0.7%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXC-U.S. Mid Cap - Growth13fund risk0.09%
Large-Cap Growth IndexC++U.S. Large Cap - Growth13fund risk0.08%
Fidelity Contrafund FundFCNTXD++U.S. Large Cap - Growth13fund risk0.66%
Fidelity Growth Discovery FundFDSVXC++U.S. Large Cap - Growth13fund risk0.81%
Fidelity Trend FundFTRNXC++U.S. Large Cap - Growth14fund risk0.78%
Fidelity Focused Stock FundFTQGXF++U.S. Large Cap - Growth14fund risk0.89%
Small-Cap Growth IndexB--U.S. Small Cap - Growth15fund risk0%
Fidelity OTC PortfolioFOCPXD++U.S. Mega Cap - Growth15fund risk0.74%
Vanguard Explorer Fund Admiral SharesVEXRXB--U.S. Small Cap - Growth15fund risk0.34%
Fidelity Blue Chip Growth FundFBGRXD+U.S. All Cap - Growth15fund risk0.74%
Fidelity Growth CompanyFDGRXC+U.S. All Cap - Growth16fund risk0.83%
U.S. Equities - Value     
Fidelity Equity-Income FundFEQIXB-U.S. Mega Cap - Value10fund risk0.64%
Vanguard Equity-Income Fund Admiral SharesVEIRXC-U.S. Mega Cap - Value10fund risk0.21%
Fidelity Low-Priced Stock FundFLPSXC-U.S. All Cap - Value11fund risk0.79%
Large-Cap Value IndexC-U.S. Large Cap - Value11fund risk0.08%
Vanguard Windsor II Fund Admiral SharesVWNAXB-U.S. Large Cap - Value12fund risk0.28%
Vanguard Selected Value Fund Investor SharesVASVXD--U.S. Mid Cap - Value13fund risk0.43%
Fidelity Advisor Value Strategies Fund Class IFASOXC--U.S. Mid Cap - Value13fund risk0.75%
Fidelity Large Cap Stock FundFLCSXB-U.S. All Cap - Value13fund risk0.88%
Vanguard Windsor Fund Admiral SharesVWNEXC-U.S. All Cap - Value13fund risk0.27%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value13fund risk1.01%
Dodge & Cox Global Stock FundDODWXD-U.S. All Cap - Value13fund risk0.65%
Fidelity Export and Multinational FundFEXPXD-U.S. All Cap - Value14fund risk0.79%
Fidelity Dividend Growth FundFDGFXC-U.S. All Cap - Value14fund risk0.62%
Dodge & Cox Stock FundDODGXD-U.S. All Cap - Value14fund risk0.52%
Small-Cap Value IndexB--U.S. Small Cap - Value14fund risk0.09%
Fidelity Value FundFDVLXD--U.S. Mid Cap - Value14fund risk0.65%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXA--U.S. Small Cap - Value15fund risk0.32%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXC--U.S. Small Cap - Value16fund risk0.37%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value17fund risk0.37%
International Business Machines Corp.IBMD-U.S. Mega Cap - Value19fund risk0%
Dodge & Cox Balanced FundDODBXC-U.S. All Cap - Value9fund risk0.53%
Fidelity Mid-Cap Stock FundFMCSXB--U.S. Mid Cap - Value10fund risk0.78%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXC--Commodities12fund risk0.99%
REIT IndexB+U.S. Real Estate12fund risk0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB+U.S. Real Estate12fund risk0%
Fidelity Real Estate Investment PortfolioFRESXC+U.S. Real Estate12fund risk0.8%
Fidelity Real Estate Income FundFRIFXA+U.S. Real Estate4fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXA+U.S. Real Estate9fund risk0.32%
Global REIT Stock IndexB+U.S. Real Estate10fund risk0%
Global & Intl. Equity     
DFA International Small Company Portfolio Institutional ClassDFISXA--International Small Cap10fund risk0.54%
Fidelity Overseas FundFOSFXAInternational Large Cap - Growth10fund risk1.06%
Fidelity International Discovery FundFIGRXBInternational Large Cap - Growth10fund risk0.98%
Pacific Stock IndexB--Pacific10fund risk0.12%
DFA Large Cap International Portfolio Institutional ClassDFALXB--International Large Cap10fund risk0.29%
Fidelity Diversified International FundFDIVXAInternational Large Cap - Growth10fund risk0.92%
American Funds International Growth and Income Fund Class AIGAAXA-Europe11fund risk0.91%
International Stock Market IndexB--International Large Cap11fund risk0.34%
DFA International Small Cap Value Portfolio Institutional ClassDISVXB--International Small Cap11fund risk0.69%
American Funds EuroPacific Growth Fund Class AAEPGXCInternational Large Cap - Growth11fund risk0.84%
European Stock IndexB-Europe11fund risk0.12%
American Funds New World Fund Class ANEWFXA--Emerging Markets11fund risk1.06%
Fidelity Japan FundFJPNXA--Japan12fund risk0.91%
Vanguard International Explorer Fund Investor SharesVINEXB--International Small Cap12fund risk0.36%
Fidelity Europe FundFIEUXB-Europe12fund risk1.02%
Fidelity Pacific Basin FundFPBFXA--Emerging Markets12fund risk1.21%
DFA International Value Portfolio Institutional ClassDFIVXC--International Large Cap - Value12fund risk0.43%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXF--Emerging Markets12fund risk0.57%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC--Emerging Markets13fund risk0.57%
Vanguard International Growth Fund Admiral SharesVWILXA--International Large Cap14fund risk0.35%
Fidelity Emerging Asia FundFSEAXA--Emerging Markets14fund risk1.05%
Emerging Market Stock IndexC--Emerging Markets15fund risk0.67%
Fidelity China Region FundFHKCXA--Emerging Markets18fund risk0.98%
Fidelity Freedom Income Class KFNSHXAInternational Large Cap - Growth2fund risk0%
Fidelity Latin America FundFLATXA--Emerging Markets20fund risk1.03%
Income Plus FundAInternational Large Cap - Growth3fund risk0.17%
Vanguard Wellesley Income Fund Admiral SharesVWIAXAInternational Large Cap - Growth3fund risk0.18%
Fidelity Freedom 2005 Fund Class KFSNJXCInternational Large Cap - Growth4fund risk0%
PIMCO All Asset Fund Administrative ClassPAALXB-Emerging Markets4fund risk0.32%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC-Emerging Markets4fund risk0.18%
Fidelity Freedom 2010 Fund Class KFSNKXCInternational Large Cap - Growth5fund risk0%
Fidelity International Real Estate FundFIREXAInternational Large Cap - Growth7fund risk1.14%
Fidelity International Small Cap FundFISMXA--International Small Cap9fund risk1.31%
International Real Estate IndexA--Pacific ex-Japan9fund risk0%
High Yield & Emerging Market BondA--International Large Cap10fund risk0%
Bonds     
Interest Income FundC+U.S. Cash / Money Market0fund risk0%
Fidelity Short-Term Bond FundFSHBXC+U.S. Treasury - Short1fund risk0.45%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund 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 GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages2fund risk0.5%
Fidelity Floating Rate High Income FundFFRHXC+Bond - U.S. High Yield2fund risk0.7%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXB++U.S. Treasury - Intermediate2fund risk0.8%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Vanguard GNMA Fund Admiral SharesVFIJXC++Bond - U.S. Mortgages2fund risk0.11%
PIMCO Real Return Asset Fund Institutional ClassPRAIXC++U.S. Treasury - TIPS11fund risk0.55%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXC++U.S. Treasury - Long12fund risk0.72%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long12fund risk0.1%
PIMCO Low Duration Fund Administrative ClassPLDAXC++U.S. Treasury - Short / Intermediate2fund risk0.71%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate2fund risk0.43%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXB++U.S. Treasury - Long2fund risk0.75%
PIMCO Diversified Income Fund Administrative ClassPDAAXB++Bond - Emerging Market3fund risk1%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
Fidelity Intermediate Bond FundFTHRXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
PIMCO High Yield Fund Administrative ClassPHYAXC+Bond - U.S. High Yield3fund risk0.8%
Fidelity High Income FundSPHIXC+Bond - U.S. High Yield3fund risk0.72%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate3fund risk0.45%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC+Bond - U.S. High Yield3fund risk0.13%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXC++U.S. Treasury - TIPS3fund risk0.8%
American Funds Capital World Bond Fund Class ACWBFXC++U.S. Treasury - TIPS3fund risk0.91%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB++U.S. Treasury - Short / Intermediate3fund risk0.1%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC++U.S. Treasury - Short / Intermediate3fund risk0.46%
Total Bond MarketB++Bond - Multi Sector4fund risk0.07%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate4fund risk0.45%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC++U.S. Treasury - Short / Intermediate4fund risk0.1%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXC++Bond - U.S. Corporate4fund risk0.5%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS4fund risk0.1%
Inflation Protected BondC++U.S. Treasury - TIPS4fund risk0.2%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS4fund risk0.7%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXB++U.S. Treasury - Intermediate4fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXC++U.S. Treasury - Intermediate4fund risk0.71%
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXC++U.S. Treasury - TIPS4fund risk0.75%
Fidelity New Markets Income FundFNMIXF++Bond - Emerging Market5fund risk0.84%
Long-Term Corporate BondC++Bond - U.S. Corporate8fund risk0%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA++U.S. Treasury - Long8fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXA++U.S. Treasury - Long9fund risk0.07%
Other     
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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