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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 Small Cap Stock FundFSLCXC--U.S. Small Cap10fund risk0.67%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB--U.S. Small Cap10fund risk0.08%
Fidelity Leveraged Company Stock Fund Class KFLCKXFU.S. All Cap11fund risk0.68%
Fidelity Stock Selector Small Cap FundFDSCXC--U.S. Small Cap11fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXD--U.S. Small Cap11fund risk0.28%
Fidelity Small Cap Discovery FundFSCRXF--U.S. Small Cap12fund risk1.01%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXC--U.S. Small Cap12fund risk0.37%
Fidelity Capital & Income FundFAGIXCU.S. All Cap4fund risk0.71%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap4fund risk0.29%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap4fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. Large Cap5fund risk0.34%
Fidelity Balanced Fund Class KFBAKXCU.S. Large Cap5fund risk0.46%
American Funds American Mutual Fund Class R-6RMFGXBU.S. Large Cap6fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXCU.S. Large Cap6fund risk0.31%
American Funds Washington Mutual Investors Fund Class R-6RWMGXBU.S. Large Cap6fund risk0.3%
American Funds Investment Company of America Class R-6RICGXCU.S. Large Cap6fund risk0.3%
Fidelity Low-Priced Stock Fund Class KFLPKXA-U.S. Mid Cap6fund risk0.68%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap7fund risk0.5%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap7fund risk0.31%
Vanguard Global Equity Fund Investor SharesVHGEXAU.S. All Cap7fund risk0.61%
American Funds AMCAP Fund Class R-6RAFGXBU.S. All Cap7fund risk0.37%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap7fund risk0.26%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap7fund risk0.16%
Fidelity Mid-Cap Stock Fund Class KFKMCXB-U.S. Mid Cap8fund risk0.65%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC-U.S. Mid Cap8fund risk0.08%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap8fund risk0.19%
Fidelity Fund Class KFFDKXC+U.S. Mega Cap8fund risk0.41%
Fidelity Advisor Value Strategies Fund Class KFVSKXC-U.S. Mid Cap9fund risk0.57%
Dodge & Cox Global Stock FundDODWXDU.S. All Cap9fund risk0.65%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXCU.S. All Cap9fund risk0.5%
Fidelity Independence Fund Class KFDFKXCU.S. All Cap9fund risk0.5%
Fidelity Capital Appreciation Fund Class KFCAKXDU.S. All Cap9fund risk0.63%
U.S. Equities - Growth     
Vanguard Explorer Fund Admiral SharesVEXRXB--U.S. Small Cap - Growth11fund risk0.34%
Fidelity Growth Company Fund Class KFGCKXD++U.S. All Cap - Growth11fund risk0.71%
Fidelity OTC Portfolio Class KFOCKXF++U.S. All Cap - Growth12fund risk0.6%
Fidelity Convertible Securities FundFCVSXDU.S. Mid Cap - Growth5fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXB++U.S. All Cap - Growth7fund risk0.45%
American Funds SMALLCAP World Fund Class R-6RLLGXA--U.S. Small Cap - Growth7fund risk0.72%
American Funds The Growth Fund of America Class R-6RGAGXD++U.S. All Cap - Growth8fund risk0.34%
American Funds The New Economy Fund Class R-6RNGGXA++U.S. All Cap - Growth8fund risk0.48%
Fidelity Growth Discovery Fund Class KFGDKXC++U.S. All Cap - Growth9fund risk0.67%
Vanguard Morgan Growth Fund Admiral SharesVMRAXD++U.S. All Cap - Growth9fund risk0.25%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXDU.S. Mid Cap - Growth9fund risk0.51%
Fidelity Contrafund Fund Class KFCNKXD++U.S. Large Cap - Growth9fund risk0.56%
Fidelity Trend FundFTRNXD++U.S. All Cap - Growth9fund risk0.78%
Fidelity Blue Chip Growth Fund Class KFBGKXD++U.S. All Cap - Growth10fund risk0.6%
U.S. Equities - Value     
Fidelity Floating Rate High Income FundFFRHXB-U.S. Mega Cap - Value1fund risk0.7%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXA--U.S. Small Cap - Value10fund risk0.32%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXC--U.S. Small Cap - Value13fund risk0.37%
Dodge & Cox Balanced FundDODBXB--U.S. All Cap - Value5fund risk0.53%
Vanguard Equity-Income Fund Admiral SharesVEIRXA-U.S. Large Cap - Value7fund risk0.21%
Fidelity Dividend Growth Fund Class KFDGKXA-U.S. Large Cap - Value7fund risk0.47%
Fidelity Export and Multinational Fund Class KFEXKXA-U.S. Large Cap - Value7fund risk0.63%
Fidelity Equity-Income Fund Class KFEIKXC-U.S. Large Cap - Value7fund risk0.52%
Vanguard Windsor II Fund Admiral SharesVWNAXB-U.S. Large Cap - Value7fund risk0.28%
Vanguard Windsor Fund Admiral SharesVWNEXB--U.S. All Cap - Value8fund risk0.27%
Fidelity Value Fund Class KFVLKXC--U.S. Mid Cap - Value8fund risk0.52%
Fidelity Large Cap Stock FundFLCSXB--U.S. All Cap - Value8fund risk0.88%
Dodge & Cox Stock FundDODGXC--U.S. All Cap - Value9fund risk0.52%
Vanguard Selected Value Fund Investor SharesVASVXA--U.S. Mid Cap - Value9fund risk0.43%
Specialty     
Fidelity Real Estate Investment PortfolioFRESXB--U.S. Real Estate11fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXC--U.S. Real Estate12fund risk0%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate3fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXA--U.S. Real Estate9fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXD++Commodities10fund risk0.74%
Global & Intl. Equity     
Fidelity Canada FundFICDXF++International Small Cap10fund risk0.86%
Fidelity China Region FundFHKCXA+Emerging Markets11fund risk0.98%
Vanguard Target Retirement Income Fund Investor SharesVTINXB++International Large Cap - Growth2fund risk0.17%
Vanguard Wellesley Income Fund Admiral SharesVWIAXA++International Large Cap - Growth3fund risk0.18%
Fidelity Latin America FundFLATXF+Emerging Markets22fund risk1.03%
PIMCO All Asset Fund Institutional ClassPAAIXA+Emerging Markets4fund risk0.07%
Fidelity Global Balanced FundFGBLXA++International Large Cap - Growth5fund risk1%
Fidelity International Small Cap FundFISMXA++International Small Cap6fund risk1.31%
Fidelity Pacific Basin FundFPBFXA++Pacific6fund risk1.21%
American Funds Capital World Growth and Income Fund Class R-6RWIGXA+International Large Cap7fund risk0.45%
Fidelity International Real Estate FundFIREXA++International Small Cap7fund risk1.14%
American Funds International Growth and Income Fund Class R-6RIGGXB++International Small Cap7fund risk0.59%
Fidelity Diversified International Fund Class KFDIKXB++International Large Cap - Growth7fund risk0.78%
Fidelity Overseas Fund Class KFOSKXA++Europe7fund risk0.9%
American Funds New World Fund Class R-6RNWGXA+Emerging Markets7fund risk0.65%
Fidelity International Discovery Fund Class KFIDKXA++Europe7fund risk0.83%
American Funds EuroPacific Growth Fund Class R-6RERGXA+International Large Cap7fund risk0.49%
Vanguard International Explorer Fund Investor SharesVINEXA++International Small Cap7fund risk0.36%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap7fund risk0.54%
Vanguard International Value Fund Investor SharesVTRIXA+International Large Cap8fund risk0.43%
DFA Large Cap International Portfolio Institutional ClassDFALXB+International Large Cap8fund risk0.29%
DFA International Vector Equity Portfolio Institutional ClassDFVQXB++International Small Cap8fund risk0.51%
Fidelity Japan FundFJPNXA++Japan8fund risk0.91%
DFA International Value Portfolio Institutional ClassDFIVXAInternational Large Cap - Value9fund risk0.43%
Vanguard International Growth Fund Admiral SharesVWILXA++International Large Cap - Growth9fund risk0.35%
Fidelity Europe FundFIEUXA++Europe9fund risk1.02%
Dodge & Cox International Stock FundDODFXBInternational Large Cap - Value9fund risk0.64%
DFA Emerging Markets Portfolio Institutional ClassDFEMXA+Emerging Markets9fund risk0.57%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXB+Emerging Markets10fund risk0.57%
Bonds     
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 - Short1fund risk0.1%
PIMCO Low Duration III Fund Institutional ClassPLDIXC+Bond - Multi Sector1fund risk0.5%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXA+Bond - Multi Sector1fund risk0.9%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXC+U.S. Treasury - Short / Intermediate1fund risk0.07%
PIMCO Low Duration Fund Institutional ClassPTLDXC+Bond - Multi Sector1fund risk0.46%
Fidelity Limited Term Government FundFFXSXC+U.S. Treasury - Short / Intermediate1fund risk0.45%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXC+U.S. Treasury - Short / Intermediate1fund risk0%
Dodge & Cox Income FundDODIXB++U.S. Treasury - Intermediate2fund risk0.43%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXB++U.S. Treasury - Intermediate / Long2fund risk0.55%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB+Bond - U.S. Municipals2fund risk0.5%
Fidelity Intermediate Government Income FundFSTGXC+U.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Intermediate Bond FundFTHRXC+U.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Strategic Income FundFSICXB++Bond - Emerging Market2fund risk0.69%
Fidelity GNMA FundFGMNXC+Bond - U.S. Mortgages2fund risk0.45%
PIMCO Moderate Duration Fund Institutional ClassPMDRXB+U.S. Treasury - Short / Intermediate3fund risk0.46%
Vanguard GNMA Fund Admiral SharesVFIJXC+Bond - U.S. Mortgages3fund risk0.11%
PIMCO Diversified Income Fund Institutional ClassPDIIXB++Bond - Emerging Market3fund risk0.75%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXB+Bond - Multi Sector3fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXC+Bond - Multi Sector3fund risk0.5%
Fidelity Total Bond FundFTBFXB++U.S. Treasury - Intermediate3fund risk0.45%
PIMCO High Yield Fund Institutional ClassPHIYXC+Bond - U.S. High Yield3fund risk0.55%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB+U.S. Treasury - Short / Intermediate3fund risk0.1%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate3fund risk0.45%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC+Bond - U.S. High Yield3fund risk0.13%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC+U.S. Treasury - Short / Intermediate3fund risk0.1%
Fidelity High Income FundSPHIXC+Bond - U.S. High Yield3fund risk0.72%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXA+Bond - Multi Sector3fund risk0.5%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXC++Bond - Emerging Market3fund risk0.83%
PIMCO Total Return III Fund Institutional ClassPTSAXB+Bond - Multi Sector3fund risk0.5%
PIMCO Total Return Fund Institutional ClassPTTRXB+U.S. Treasury - Short / Intermediate3fund risk0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXC+U.S. Treasury - Short / 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 New Markets Income FundFNMIXD++Bond - Emerging Market4fund risk0.84%
American Funds Capital World Bond Fund Class R-6RCWGXA+U.S. Treasury - Short / Intermediate4fund risk0.52%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB++Bond - Emerging Market4fund risk0.18%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXA+Bond - Multi Sector5fund risk0.55%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXA+Bond - Multi Sector6fund risk0.5%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA++U.S. Treasury - Long7fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB++U.S. Treasury - Long7fund risk0.07%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXD++Bond - Emerging Market8fund risk0.9%
PIMCO Real Return Asset Fund Institutional ClassPRAIXB+U.S. Treasury - TIPS8fund risk0.55%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXC++U.S. Treasury - Long9fund risk0.47%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long9fund risk0.1%
Other     
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Fidelity Freedom K 2000FFKBX Other0fund risk0.05%
Fidelity Freedom K 2005 FundFFKVX Other0fund risk0.05%
Fidelity Freedom K 2010 FundFFKCX Other0fund risk0.05%
Fidelity Freedom K Income FundFFKAX Other0fund risk0.05%
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Fidelity Freedom K 2015 FundFKVFX Other0fund risk0.05%
Fidelity Freedom K 2020 FundFFKDX Other0fund risk0.05%
Fidelity Freedom K 2025 FundFKTWX Other0fund risk0.05%
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