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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     
Target Retirement 2015A--U.S. Mid Cap11fund risk0.17%
Target Retirement 2020CU.S. All Cap15fund risk0.17%
Moderate PortfolioDU.S. All Cap18fund risk0.16%
Target Retirement 2025DU.S. All Cap18fund risk0.18%
American Funds Balanced Portfolio Class ABLPAXCU.S. All Cap18fund risk0.35%
Vanguard Star Fund Investor SharesVGSTXCU.S. All Cap19fund risk0.34%
Target Retirement 2030DU.S. All Cap20fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXDU.S. Large Cap21fund risk0.18%
Fidelity Balanced FundFBALXBU.S. All Cap22fund risk0.57%
Target Retirement 2035DU.S. All Cap22fund risk0.19%
Fidelity Freedom 2035 Fund Class KFSNUXFU.S. All Cap23fund risk0%
Aggressive PortfolioDU.S. All Cap24fund risk0.17%
Target Retirement 2040FU.S. All Cap24fund risk0.19%
Fidelity Freedom 2045 Fund Class KFSNZXFU.S. All Cap25fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXFU.S. All Cap25fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXFU.S. All Cap25fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXFU.S. All Cap25fund risk0%
Target Retirement 2055FU.S. All Cap27fund risk0.19%
Target Retirement 2050FU.S. All Cap27fund risk0.19%
Target Retirement 2045FU.S. All Cap27fund risk0.19%
American Funds Capital World Growth and Income Fund Class ACWGIXFU.S. All Cap28fund risk0.8%
American Funds Investment Company of America Class AAIVSXDU.S. Large Cap28fund risk0.61%
Vanguard Global Equity Fund Investor SharesVHGEXFU.S. All Cap29fund risk0.61%
Fidelity Low-Priced Stock FundFLPSXD--U.S. Mid Cap29fund risk0.79%
Vanguard Dividend Growth Fund Investor SharesVDIGXDU.S. Large Cap30fund risk0.31%
American Funds Fundamental Investors Class AANCFXDU.S. All Cap31fund risk0.63%
American Funds Washington Mutual Investors Fund Class AAWSHXFU.S. Large Cap32fund risk0.6%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXFU.S. All Cap32fund risk0.5%
Large Company IndexCU.S. Large Cap32fund risk0.09%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap32fund risk0.26%
Total Stock Market IndexCU.S. All Cap33fund risk0.05%
PIMCO StocksPLUS Fund Administrative ClassPPLAXDU.S. Large Cap33fund risk0.75%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXD++U.S. Mega Cap33fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXFU.S. All Cap33fund risk0.19%
Vanguard Windsor II Fund Admiral SharesVWNAXFU.S. All Cap33fund risk0.28%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC--U.S. Mid Cap34fund risk0.09%
Fidelity Stock Selector Small Cap FundFDSCXB--U.S. Small Cap34fund risk0.91%
Fidelity Small Cap Stock FundFSLCXF--U.S. Small Cap35fund risk0.67%
Small/Mid-Cap IndexA--U.S. Small Cap36fund risk0.1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXD--U.S. Small Cap36fund risk0.09%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXF--U.S. Small Cap37fund risk0.32%
Vanguard Strategic Equity Fund Investor SharesVSEQXF--U.S. Mid Cap37fund risk0.28%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXF--U.S. Small Cap38fund risk0.37%
Fidelity Leveraged Company Stock FundFLVCXB--U.S. Mid Cap39fund risk0.82%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXA+U.S. Mid Cap - Growth19fund risk0.72%
American Funds SMALLCAP World Fund Class ASMCWXF+U.S. Mid Cap - Growth28fund risk1.13%
American Funds New Perspective Fund Class AANWPXF++U.S. All Cap - Growth29fund risk0.79%
American Funds AMCAP Fund Class AAMCPXF++U.S. All Cap - Growth29fund risk0.7%
American Funds The Growth Fund of America Class AAGTHXD++U.S. All Cap - Growth29fund risk0.7%
Fidelity Contrafund FundFCNTXD++U.S. Large Cap - Growth31fund risk0.66%
Fidelity FundFFIDXD++U.S. Large Cap - Growth32fund risk0.53%
Fidelity OTC PortfolioFOCPXC++U.S. Mega Cap - Growth32fund risk0.74%
Fidelity Capital Appreciation FundFDCAXF++U.S. All Cap - Growth32fund risk0.77%
Fidelity Trend FundFTRNXB++U.S. Large Cap - Growth32fund risk0.78%
Large-Cap Growth IndexC++U.S. Large Cap - Growth32fund risk0.08%
Fidelity Growth Discovery FundFDSVXB++U.S. All Cap - Growth33fund risk0.81%
Fidelity Focused Stock FundFTQGXF++U.S. Large Cap - Growth33fund risk0.89%
Fidelity Independence FundFDFFXD++U.S. Large Cap - Growth33fund risk0.6%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXC+U.S. Mid Cap - Growth33fund risk0.09%
Fidelity Growth CompanyFDGRXA++U.S. All Cap - Growth33fund risk0.83%
Fidelity Blue Chip Growth FundFBGRXB++U.S. All Cap - Growth33fund risk0.74%
Small-Cap Growth IndexB--U.S. Small Cap - Growth35fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXC--U.S. Small Cap - Growth35fund risk0.34%
U.S. Equities - Value     
Vanguard Wellesley Income Fund Admiral SharesVWIAXA--U.S. Large Cap - Value12fund risk0.18%
Dodge & Cox Balanced FundDODBXC--U.S. All Cap - Value24fund risk0.53%
American Funds American Mutual Fund Class AAMRMXB--U.S. Mega Cap - Value27fund risk0.61%
Fidelity Equity-Income FundFEQIXC--U.S. Mega Cap - Value29fund risk0.64%
Fidelity Mid-Cap Stock FundFMCSXC--U.S. Mid Cap - Value32fund risk0.78%
Vanguard Equity-Income Fund Admiral SharesVEIRXC--U.S. Mega Cap - Value32fund risk0.21%
Fidelity Large Cap Stock FundFLCSXC--U.S. Mega Cap - Value33fund risk0.88%
Large-Cap Value IndexC--U.S. Large Cap - Value33fund risk0.08%
Dodge & Cox Global Stock FundDODWXF--U.S. All Cap - Value33fund risk0.65%
Dodge & Cox Stock FundDODGXC--U.S. All Cap - Value35fund risk0.52%
Vanguard Windsor Fund Admiral SharesVWNEXB--U.S. All Cap - Value36fund risk0.27%
Fidelity Dividend Growth FundFDGFXB--U.S. All Cap - Value37fund risk0.62%
International Business Machines Corp.IBMA--U.S. Mega Cap - Value37fund risk0%
Fidelity Small Cap Discovery FundFSCRXD--U.S. Small Cap - Value37fund risk1.01%
Fidelity Export and Multinational FundFEXPXD--U.S. All Cap - Value38fund risk0.79%
Small-Cap Value IndexF--U.S. Mid Cap - Value38fund risk0.09%
Vanguard Selected Value Fund Investor SharesVASVXF--U.S. Mid Cap - Value39fund risk0.43%
Fidelity Advisor Value Strategies Fund Class IFASOXB--U.S. Mid Cap - Value39fund risk0.75%
Fidelity Value FundFDVLXD--U.S. Mid Cap - Value40fund risk0.65%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXF--U.S. Small Cap - Value41fund risk0.37%
High Yield & Emerging Market BondF--U.S. Micro Cap - Value46fund risk0%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXB--Commodities20fund risk0.99%
Fidelity Real Estate Income FundFRIFXF--U.S. Real Estate23fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXF--U.S. Real Estate33fund risk0.32%
Global REIT Stock IndexF--U.S. Real Estate34fund risk0%
Fidelity Real Estate Investment PortfolioFRESXD--U.S. Real Estate37fund risk0.8%
REIT IndexB--U.S. Real Estate38fund risk0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXD--U.S. Real Estate39fund risk0%
Global & Intl. Equity     
Fidelity Freedom 2015 Fund Class KFSNLXA--International Large Cap12fund risk0%
Conservative PortfolioA--Europe12fund risk0.15%
PIMCO All Asset Fund Administrative ClassPAALXC--International Large Cap - Value12fund risk0.32%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXF--International Small Cap13fund risk0.18%
Fidelity Freedom 2020 Fund Class KFSNOXA--International Large Cap14fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXA--International Large Cap16fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXA--International Large Cap19fund risk0%
Fidelity International Real Estate FundFIREXA--International Small Cap22fund risk1.14%
Fidelity International Small Cap FundFISMXD--International Small Cap23fund risk1.31%
Fidelity Japan FundFJPNXA--Japan24fund risk0.91%
Pacific Stock IndexB--Pacific25fund risk0.12%
Fidelity Pacific Basin FundFPBFXA--Pacific25fund risk1.21%
International Real Estate IndexF--International Small Cap25fund risk0%
Fidelity Overseas FundFOSFXA--Europe26fund risk1.06%
American Funds EuroPacific Growth Fund Class AAEPGXA--Europe26fund risk0.84%
American Funds New World Fund Class ANEWFXA--Emerging Markets26fund risk1.06%
Fidelity China Region FundFHKCXA--Emerging Markets26fund risk0.98%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXF--Emerging Markets26fund risk0.57%
Fidelity International Discovery FundFIGRXA--Europe26fund risk0.98%
Fidelity Diversified International FundFDIVXB--International Large Cap - Growth27fund risk0.92%
DFA International Small Company Portfolio Institutional ClassDFISXB--International Small Cap27fund risk0.54%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC--Emerging Markets27fund risk0.57%
Vanguard International Explorer Fund Investor SharesVINEXB--International Small Cap27fund risk0.36%
DFA International Small Cap Value Portfolio Institutional ClassDISVXF--International Small Cap27fund risk0.69%
Fidelity Europe FundFIEUXA--Europe28fund risk1.02%
American Funds International Growth and Income Fund Class AIGAAXC--Europe28fund risk0.91%
DFA Large Cap International Portfolio Institutional ClassDFALXC--Europe28fund risk0.29%
Fidelity Emerging Asia FundFSEAXA--Emerging Markets28fund risk1.05%
Vanguard International Growth Fund Admiral SharesVWILXA--International Large Cap - Growth28fund risk0.35%
International Stock Market IndexB--International Large Cap28fund risk0.34%
European Stock IndexC--Europe29fund risk0.12%
DFA International Value Portfolio Institutional ClassDFIVXD--International Large Cap - Value32fund risk0.43%
Emerging Market Stock IndexA--Emerging Markets32fund risk0.67%
Fidelity Canada FundFICDXB--Europe32fund risk0.86%
Fidelity Latin America FundFLATXF--Emerging Markets45fund risk1.03%
Fidelity Freedom Income Class KFNSHXA--International Small Cap6fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXB--International Small Cap8fund risk0%
Income Plus FundA--Europe9fund risk0.17%
Fidelity Freedom 2010 Fund Class KFSNKXC--Europe10fund risk0%
Bonds     
Interest Income FundCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXC++U.S. Treasury - Short2fund risk0.1%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC--Bond - U.S. High Yield10fund risk0.13%
Fidelity Floating Rate High Income FundFFRHXF--Bond - U.S. High Yield10fund risk0.7%
PIMCO High Yield Fund Administrative ClassPHYAXD--Bond - U.S. High Yield11fund risk0.8%
Fidelity High Income FundSPHIXD--Bond - U.S. High Yield11fund risk0.72%
Fidelity New Markets Income FundFNMIXF--Bond - Emerging Market12fund risk0.84%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXD++Bond - Multi Sector14fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXC++Bond - Multi Sector15fund risk0.07%
Fidelity Capital & Income FundFAGIXD--Bond - U.S. High Yield16fund risk0.71%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long19fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXB++Bond - Multi Sector2fund risk0.1%
Fidelity Short-Term Bond FundFSHBXC++Bond - U.S. Corporate2fund risk0.45%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund risk0.45%
PIMCO Low Duration Fund Administrative ClassPLDAXC++Bond - Multi Sector2fund risk0.71%
Vanguard GNMA Fund Admiral SharesVFIJXC++Bond - U.S. Mortgages3fund risk0.11%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXC++U.S. Treasury - Long20fund risk0.72%
PIMCO Real Return Asset Fund Institutional ClassPRAIXB++U.S. Treasury - TIPS23fund risk0.55%
Long-Term Corporate BondD++Bond - U.S. Corporate24fund risk0%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXC++Bond - U.S. Corporate3fund risk0.1%
PIMCO GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages3fund risk0.5%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate4fund risk0.45%
Fidelity Intermediate Bond FundFTHRXB++Bond - U.S. Corporate4fund risk0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXD++Bond - U.S. Corporate4fund risk0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXD++Bond - U.S. Corporate4fund risk0.8%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC++Bond - Multi Sector4fund risk0.46%
Dodge & Cox Income FundDODIXC++Bond - U.S. Corporate5fund risk0.43%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC++U.S. Treasury - Short / Intermediate5fund risk0.1%
Total Bond MarketB++Bond - Multi Sector5fund risk0.07%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXC++Bond - U.S. Corporate5fund risk0.1%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate6fund risk0.45%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate6fund risk0.45%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC++Bond - Multi Sector6fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXD++Bond - Multi Sector6fund risk0.71%
American Funds Capital World Bond Fund Class ACWBFXD++Bond - U.S. Corporate6fund risk0.91%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXF++Bond - U.S. Corporate7fund risk0.8%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS7fund risk0.1%
PIMCO Real Return Fund Administrative ClassPARRXD++U.S. Treasury - TIPS8fund risk0.7%
PIMCO Diversified Income Fund Administrative ClassPDAAXB--Bond - Emerging Market8fund risk1%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXF++Bond - U.S. Corporate9fund risk0.5%
Inflation Protected BondC++U.S. Treasury - TIPS9fund risk0.2%
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXF++Bond - U.S. Corporate9fund risk0.75%
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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