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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 Fund Class KFFDKXDU.S. Large Cap10fund risk0.41%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap10fund risk0.26%
American Funds AMCAP Fund Class R-6RAFGXCU.S. All Cap10fund risk0.37%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap10fund risk0.31%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap10fund risk0.16%
Fidelity Low-Priced Stock Fund Class KFLPKXB-U.S. Mid Cap11fund risk0.68%
American Funds The Growth Fund of America Class R-6RGAGXCU.S. Large Cap11fund risk0.34%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap11fund risk0.19%
American Funds SMALLCAP World Fund Class R-6RLLGXA-U.S. Mid Cap11fund risk0.72%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. Large Cap11fund risk0.61%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXBU.S. All Cap11fund risk0.5%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC-U.S. Mid Cap12fund risk0.08%
Fidelity Mid-Cap Stock Fund Class KFKMCXC-U.S. Mid Cap12fund risk0.65%
Fidelity Capital Appreciation Fund Class KFCAKXDU.S. All Cap12fund risk0.63%
Fidelity Advisor Value Strategies Fund Class KFVSKXB-U.S. Mid Cap12fund risk0.57%
Fidelity Independence Fund Class KFDFKXFU.S. All Cap13fund risk0.5%
Fidelity Small Cap Stock FundFSLCXDU.S. Small Cap13fund risk0.67%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXCU.S. Small Cap14fund risk0.08%
Fidelity Stock Selector Small Cap FundFDSCXDU.S. Small Cap14fund risk0.91%
Fidelity Leveraged Company Stock Fund Class KFLCKXC-U.S. Mid Cap14fund risk0.68%
Vanguard Strategic Equity Fund Investor SharesVSEQXDU.S. Small Cap15fund risk0.28%
Fidelity Freedom K 2010 FundFFKCXCU.S. Large Cap5fund risk0.05%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap6fund risk0.29%
Fidelity Freedom K 2015 FundFKVFXCU.S. Large Cap6fund risk0.05%
Vanguard Wellington Fund Admiral SharesVWENXCU.S. Large Cap7fund risk0.18%
Fidelity Balanced Fund Class KFBAKXCU.S. Large Cap7fund risk0.46%
Fidelity Freedom K 2020 FundFFKDXCU.S. Large Cap7fund risk0.05%
Fidelity Convertible Securities FundFCVSXB-U.S. Mid Cap7fund risk0.72%
Vanguard Star Fund Investor SharesVGSTXCU.S. Large Cap7fund risk0.34%
Fidelity Freedom K 2025 FundFKTWXCU.S. Large Cap8fund risk0.05%
American Funds American Mutual Fund Class R-6RMFGXCU.S. Large Cap8fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXD+U.S. Mega Cap9fund risk0.31%
American Funds Washington Mutual Investors Fund Class R-6RWMGXCU.S. Large Cap9fund risk0.3%
Fidelity Dividend Growth Fund Class KFDGKXD+U.S. Mega Cap9fund risk0.47%
Vanguard Equity-Income Fund Admiral SharesVEIRXCU.S. Large Cap10fund risk0.21%
Fidelity Export and Multinational Fund Class KFEXKXCU.S. Large Cap10fund risk0.63%
American Funds Investment Company of America Class R-6RICGXCU.S. Large Cap10fund risk0.3%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap10fund risk0.5%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXC+U.S. Large Cap - Growth10fund risk0.56%
Vanguard Morgan Growth Fund Admiral SharesVMRAXC+U.S. All Cap - Growth11fund risk0.25%
Fidelity Growth Discovery Fund Class KFGDKXB+U.S. All Cap - Growth11fund risk0.67%
Fidelity Trend FundFTRNXD+U.S. All Cap - Growth11fund risk0.78%
Fidelity Blue Chip Growth Fund Class KFBGKXB+U.S. All Cap - Growth12fund risk0.6%
American Funds The New Economy Fund Class R-6RNGGXC+U.S. All Cap - Growth12fund risk0.48%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXD-U.S. Mid Cap - Growth13fund risk0.51%
Fidelity Growth Company Fund Class KFGCKXB+U.S. All Cap - Growth13fund risk0.71%
Fidelity OTC Portfolio Class KFOCKXB+U.S. All Cap - Growth14fund risk0.6%
Vanguard Explorer Fund Admiral SharesVEXRXC-U.S. Small Cap - Growth14fund risk0.34%
Vanguard Wellesley Income Fund Admiral SharesVWIAXC++U.S. Mega Cap - Growth4fund risk0.18%
U.S. Equities - Value     
Fidelity Equity-Income Fund Class KFEIKXB-U.S. Large Cap - Value10fund risk0.52%
Vanguard Windsor II Fund Admiral SharesVWNAXC-U.S. Large Cap - Value11fund risk0.28%
Fidelity Value Fund Class KFVLKXB-U.S. Mid Cap - Value12fund risk0.52%
Fidelity Large Cap Stock FundFLCSXC-U.S. All Cap - Value13fund risk0.88%
Vanguard Windsor Fund Admiral SharesVWNEXC-U.S. All Cap - Value13fund risk0.27%
Dodge & Cox Stock FundDODGXA-U.S. All Cap - Value13fund risk0.52%
Vanguard Selected Value Fund Investor SharesVASVXB-U.S. All Cap - Value13fund risk0.43%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXCU.S. Small Cap - Value14fund risk0.32%
Dodge & Cox Global Stock FundDODWXA-U.S. Large Cap - Value15fund risk0.65%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXCU.S. Small Cap - Value15fund risk0.37%
Fidelity Small Cap Discovery FundFSCRXFU.S. Small Cap - Value16fund risk1.01%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXDU.S. Small Cap - Value16fund risk0.37%
Dodge & Cox Balanced FundDODBXA-U.S. All Cap - Value9fund risk0.53%
DFA Global Real Estate Securities PortfolioDFGEXB--U.S. Real Estate13fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXC--Commodities13fund risk0.74%
Fidelity Real Estate Investment PortfolioFRESXB--U.S. Real Estate14fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB--U.S. Real Estate16fund risk0%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate5fund risk0.84%
Global & Intl. Equity     
Fidelity Floating Rate High Income FundFFRHXA+International Large Cap - Value2fund risk0.7%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXC-Emerging Markets11fund risk0.9%
American Funds New World Fund Class R-6RNWGXA-Emerging Markets11fund risk0.65%
Fidelity International Small Cap FundFISMXA-International Small Cap11fund risk1.31%
American Funds New Perspective Fund Class R-6RNPGXA--International Large Cap - Growth11fund risk0.45%
American Funds Capital World Growth and Income Fund Class R-6RWIGXA--International Large Cap11fund risk0.45%
Fidelity Japan FundFJPNXC-Pacific12fund risk0.91%
Fidelity International Real Estate FundFIREXD--International Large Cap - Growth12fund risk1.14%
Fidelity China Region FundFHKCXA-Emerging Markets12fund risk0.98%
American Funds International Growth and Income Fund Class R-6RIGGXB--International Large Cap13fund risk0.59%
American Funds EuroPacific Growth Fund Class R-6RERGXA--International Large Cap13fund risk0.49%
Fidelity Canada FundFICDXF--Pacific ex-Japan14fund risk0.86%
DFA International Small Company Portfolio Institutional ClassDFISXB-International Small Cap14fund risk0.54%
Vanguard International Explorer Fund Investor SharesVINEXA-International Small Cap14fund risk0.36%
DFA Emerging Markets Portfolio Institutional ClassDFEMXB-Emerging Markets14fund risk0.57%
Fidelity Diversified International Fund Class KFDIKXB--Europe14fund risk0.78%
Vanguard International Growth Fund Admiral SharesVWILXA--International Large Cap - Growth14fund risk0.35%
Fidelity International Discovery Fund Class KFIDKXB--Europe14fund risk0.83%
Fidelity Overseas Fund Class KFOSKXA--Europe14fund risk0.9%
Vanguard International Value Fund Investor SharesVTRIXB--International Large Cap14fund risk0.43%
DFA Large Cap International Portfolio Institutional ClassDFALXB--International Large Cap14fund risk0.29%
DFA International Vector Equity Portfolio Institutional ClassDFVQXA--International Large Cap14fund risk0.51%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXA-Emerging Markets14fund risk0.57%
DFA International Value Portfolio Institutional ClassDFIVXB--International Large Cap - Value17fund risk0.43%
Dodge & Cox International Stock FundDODFXA--International Large Cap - Value18fund risk0.64%
Fidelity Europe FundFIEUXC--Europe18fund risk1.02%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXA--Europe2fund risk0.9%
Fidelity Latin America FundFLATXD-Emerging Markets23fund risk1.03%
Fidelity Freedom K Income FundFFKAXB--International Large Cap - Growth3fund risk0.05%
Vanguard Target Retirement Income Fund Investor SharesVTINXB--International Large Cap - Growth3fund risk0.17%
Vanguard Target Retirement 2010 Fund Investor SharesVTENXB--International Large Cap - Growth4fund risk0.17%
Fidelity Freedom K 2005 FundFFKVXB--International Large Cap - Growth4fund risk0.05%
PIMCO All Asset Fund Institutional ClassPAAIXB-Emerging Markets6fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC++Emerging Markets7fund risk0.18%
Fidelity Global Balanced FundFGBLXC--International Large Cap - Growth7fund risk1%
Fidelity Pacific Basin FundFPBFXB-Pacific10fund risk1.21%
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%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCU.S. Treasury - Short / Intermediate1fund risk0.1%
PIMCO Low Duration III Fund Institutional ClassPLDIXCBond - U.S. Mortgages1fund risk0.5%
PIMCO Low Duration Fund Institutional ClassPTLDXBBond - U.S. Mortgages1fund risk0.46%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXCU.S. Treasury - Short / Intermediate2fund risk0.07%
Fidelity Limited Term Government FundFFXSXCU.S. Treasury - Short / Intermediate2fund risk0.45%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXCU.S. Treasury - Short / Intermediate2fund risk0%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXCU.S. Treasury - Long11fund risk0.47%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXCU.S. Treasury - Long11fund risk0.1%
Dodge & Cox Income FundDODIXBBond - Multi Sector2fund risk0.43%
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages2fund risk0.45%
Fidelity Intermediate Bond FundFTHRXCU.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Intermediate Government Income FundFSTGXCU.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXBBond - Multi Sector2fund risk0.55%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages3fund risk0.11%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXBBond - U.S. Municipals3fund risk0.5%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXCBond - U.S. Mortgages3fund risk0.5%
PIMCO Moderate Duration Fund Institutional ClassPMDRXBBond - Multi Sector3fund risk0.46%
PIMCO GNMA Fund Institutional ClassPDMIXCBond - U.S. Mortgages3fund risk0.5%
Fidelity Total Bond FundFTBFXBBond - Multi Sector3fund risk0.45%
Fidelity Government Income FundFGOVXCU.S. Treasury - Intermediate3fund risk0.45%
Fidelity Strategic Income FundFSICXB++Bond - Emerging Market3fund risk0.69%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXBU.S. Treasury - Intermediate3fund risk0.1%
PIMCO Diversified Income Fund Institutional ClassPDIIXA++Bond - Emerging Market3fund risk0.75%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXCU.S. Treasury - Short / Intermediate4fund risk0.1%
PIMCO Total Return Fund Institutional ClassPTTRXBBond - Multi Sector4fund risk0.46%
PIMCO Total Return III Fund Institutional ClassPTSAXBBond - Multi Sector4fund risk0.5%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield4fund risk0.13%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXABond - Multi Sector4fund risk0.5%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield4fund risk0.55%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXBU.S. Treasury - Intermediate4fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS4fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
Fidelity High Income FundSPHIXB++Bond - U.S. High Yield4fund risk0.72%
Fidelity Capital & Income FundFAGIXB++Bond - U.S. High Yield5fund risk0.71%
American Funds Capital World Bond Fund Class R-6RCWGXCBond - Multi Sector5fund risk0.52%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXBBond - Multi Sector6fund risk0.55%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXB++Bond - Emerging Market6fund risk0.83%
Fidelity New Markets Income FundFNMIXB++Bond - Emerging Market7fund risk0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXD+U.S. Treasury - TIPS8fund risk0.5%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXBU.S. Treasury - Long9fund risk0.12%
PIMCO Real Return Asset Fund Institutional ClassPRAIXC+U.S. Treasury - TIPS9fund risk0.55%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXBU.S. Treasury - Long9fund risk0.07%
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Fidelity Freedom K 2000FFKBX Other0fund risk0.05%
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