IBM 401(k) Plus Plan

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Fund Class K	FFDKX	D	U.S. Large Cap	10	0.41%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	10	0.26%
American Funds AMCAP Fund Class R-6	RAFGX	C	U.S. All Cap	10	0.37%
American Funds Fundamental Investors Class R-6	RFNGX	C	U.S. Large Cap	10	0.31%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C	U.S. Large Cap	10	0.16%
Fidelity Low-Priced Stock Fund Class K	FLPKX	B-	U.S. Mid Cap	11	0.68%
American Funds The Growth Fund of America Class R-6	RGAGX	C	U.S. Large Cap	11	0.34%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	C	U.S. All Cap	11	0.19%
American Funds SMALLCAP World Fund Class R-6	RLLGX	A-	U.S. Mid Cap	11	0.72%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. Large Cap	11	0.61%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	B	U.S. All Cap	11	0.5%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C-	U.S. Mid Cap	12	0.08%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C-	U.S. Mid Cap	12	0.65%
Fidelity Capital Appreciation Fund Class K	FCAKX	D	U.S. All Cap	12	0.63%
Fidelity Advisor Value Strategies Fund Class K	FVSKX	B-	U.S. Mid Cap	12	0.57%
Fidelity Independence Fund Class K	FDFKX	F	U.S. All Cap	13	0.5%
Fidelity Small Cap Stock Fund	FSLCX	D	U.S. Small Cap	13	0.67%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	C	U.S. Small Cap	14	0.08%
Fidelity Stock Selector Small Cap Fund	FDSCX	D	U.S. Small Cap	14	0.91%
Fidelity Leveraged Company Stock Fund Class K	FLCKX	C-	U.S. Mid Cap	14	0.68%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	D	U.S. Small Cap	15	0.28%
Fidelity Freedom K 2010 Fund	FFKCX	C	U.S. Large Cap	5	0.05%
American Funds American Balanced Fund Class R-6	RLBGX	C	U.S. Large Cap	6	0.29%
Fidelity Freedom K 2015 Fund	FKVFX	C	U.S. Large Cap	6	0.05%
Vanguard Wellington Fund Admiral Shares	VWENX	C	U.S. Large Cap	7	0.18%
Fidelity Balanced Fund Class K	FBAKX	C	U.S. Large Cap	7	0.46%
Fidelity Freedom K 2020 Fund	FFKDX	C	U.S. Large Cap	7	0.05%
Fidelity Convertible Securities Fund	FCVSX	B-	U.S. Mid Cap	7	0.72%
Vanguard Star Fund Investor Shares	VGSTX	C	U.S. Large Cap	7	0.34%
Fidelity Freedom K 2025 Fund	FKTWX	C	U.S. Large Cap	8	0.05%
American Funds American Mutual Fund Class R-6	RMFGX	C	U.S. Large Cap	8	0.31%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	D+	U.S. Mega Cap	9	0.31%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	C	U.S. Large Cap	9	0.3%
Fidelity Dividend Growth Fund Class K	FDGKX	D+	U.S. Mega Cap	9	0.47%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C	U.S. Large Cap	10	0.21%
Fidelity Export and Multinational Fund Class K	FEXKX	C	U.S. Large Cap	10	0.63%
American Funds Investment Company of America Class R-6	RICGX	C	U.S. Large Cap	10	0.3%
PIMCO StocksPLUS Fund Institutional Class	PSTKX	C	U.S. Large Cap	10	0.5%
U.S. Equities - Growth
Fidelity Contrafund Fund Class K	FCNKX	C+	U.S. Large Cap - Growth	10	0.56%
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	C+	U.S. All Cap - Growth	11	0.25%
Fidelity Growth Discovery Fund Class K	FGDKX	B+	U.S. All Cap - Growth	11	0.67%
Fidelity Trend Fund	FTRNX	D+	U.S. All Cap - Growth	11	0.78%
Fidelity Blue Chip Growth Fund Class K	FBGKX	B+	U.S. All Cap - Growth	12	0.6%
American Funds The New Economy Fund Class R-6	RNGGX	C+	U.S. All Cap - Growth	12	0.48%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	D-	U.S. Mid Cap - Growth	13	0.51%
Fidelity Growth Company Fund Class K	FGCKX	B+	U.S. All Cap - Growth	13	0.71%
Fidelity OTC Portfolio Class K	FOCKX	B+	U.S. All Cap - Growth	14	0.6%
Vanguard Explorer Fund Admiral Shares	VEXRX	C-	U.S. Small Cap - Growth	14	0.34%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C++	U.S. Mega Cap - Growth	4	0.18%
U.S. Equities - Value
Fidelity Equity-Income Fund Class K	FEIKX	B-	U.S. Large Cap - Value	10	0.52%
Vanguard Windsor II Fund Admiral Shares	VWNAX	C-	U.S. Large Cap - Value	11	0.28%
Fidelity Value Fund Class K	FVLKX	B-	U.S. Mid Cap - Value	12	0.52%
Fidelity Large Cap Stock Fund	FLCSX	C-	U.S. All Cap - Value	13	0.88%
Vanguard Windsor Fund Admiral Shares	VWNEX	C-	U.S. All Cap - Value	13	0.27%
Dodge & Cox Stock Fund	DODGX	A-	U.S. All Cap - Value	13	0.52%
Vanguard Selected Value Fund Investor Shares	VASVX	B-	U.S. All Cap - Value	13	0.43%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	C	U.S. Small Cap - Value	14	0.32%
Dodge & Cox Global Stock Fund	DODWX	A-	U.S. Large Cap - Value	15	0.65%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	C	U.S. Small Cap - Value	15	0.37%
Fidelity Small Cap Discovery Fund	FSCRX	F	U.S. Small Cap - Value	16	1.01%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	D	U.S. Small Cap - Value	16	0.37%
Dodge & Cox Balanced Fund	DODBX	A-	U.S. All Cap - Value	9	0.53%
Specialty
DFA Global Real Estate Securities Portfolio	DFGEX	B--	U.S. Real Estate	13	0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	C--	Commodities	13	0.74%
Fidelity Real Estate Investment Portfolio	FRESX	B--	U.S. Real Estate	14	0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	B--	U.S. Real Estate	16	0%
Fidelity Real Estate Income Fund	FRIFX	A--	U.S. Real Estate	5	0.84%
Global & Intl. Equity
Fidelity Floating Rate High Income Fund	FFRHX	A+	International Large Cap - Value	2	0.7%
PIMCO Emerging Local Bond Fund Institutional Class	PELBX	C-	Emerging Markets	11	0.9%
American Funds New World Fund Class R-6	RNWGX	A-	Emerging Markets	11	0.65%
Fidelity International Small Cap Fund	FISMX	A-	International Small Cap	11	1.31%
American Funds New Perspective Fund Class R-6	RNPGX	A--	International Large Cap - Growth	11	0.45%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	A--	International Large Cap	11	0.45%
Fidelity Japan Fund	FJPNX	C-	Pacific	12	0.91%
Fidelity International Real Estate Fund	FIREX	D--	International Large Cap - Growth	12	1.14%
Fidelity China Region Fund	FHKCX	A-	Emerging Markets	12	0.98%
American Funds International Growth and Income Fund Class R-6	RIGGX	B--	International Large Cap	13	0.59%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A--	International Large Cap	13	0.49%
Fidelity Canada Fund	FICDX	F--	Pacific ex-Japan	14	0.86%
DFA International Small Company Portfolio Institutional Class	DFISX	B-	International Small Cap	14	0.54%
Vanguard International Explorer Fund Investor Shares	VINEX	A-	International Small Cap	14	0.36%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	B-	Emerging Markets	14	0.57%
Fidelity Diversified International Fund Class K	FDIKX	B--	Europe	14	0.78%
Vanguard International Growth Fund Admiral Shares	VWILX	A--	International Large Cap - Growth	14	0.35%
Fidelity International Discovery Fund Class K	FIDKX	B--	Europe	14	0.83%
Fidelity Overseas Fund Class K	FOSKX	A--	Europe	14	0.9%
Vanguard International Value Fund Investor Shares	VTRIX	B--	International Large Cap	14	0.43%
DFA Large Cap International Portfolio Institutional Class	DFALX	B--	International Large Cap	14	0.29%
DFA International Vector Equity Portfolio Institutional Class	DFVQX	A--	International Large Cap	14	0.51%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	A-	Emerging Markets	14	0.57%
DFA International Value Portfolio Institutional Class	DFIVX	B--	International Large Cap - Value	17	0.43%
Dodge & Cox International Stock Fund	DODFX	A--	International Large Cap - Value	18	0.64%
Fidelity Europe Fund	FIEUX	C--	Europe	18	1.02%
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	A--	Europe	2	0.9%
Fidelity Latin America Fund	FLATX	D-	Emerging Markets	23	1.03%
Fidelity Freedom K Income Fund	FFKAX	B--	International Large Cap - Growth	3	0.05%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	B--	International Large Cap - Growth	3	0.17%
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX	B--	International Large Cap - Growth	4	0.17%
Fidelity Freedom K 2005 Fund	FFKVX	B--	International Large Cap - Growth	4	0.05%
PIMCO All Asset Fund Institutional Class	PAAIX	B-	Emerging Markets	6	0.07%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	C++	Emerging Markets	7	0.18%
Fidelity Global Balanced Fund	FGBLX	C--	International Large Cap - Growth	7	1%
Fidelity Pacific Basin Fund	FPBFX	B-	Pacific	10	1.21%
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	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	Bond - U.S. Mortgages	1	0.5%
PIMCO Low Duration Fund Institutional Class	PTLDX	B	Bond - U.S. Mortgages	1	0.46%
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	C	U.S. Treasury - Short / Intermediate	2	0.07%
Fidelity Limited Term Government Fund	FFXSX	C	U.S. Treasury - Short / Intermediate	2	0.45%
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	C	U.S. Treasury - Short / Intermediate	2	0%
PIMCO Long-Term U.S. Government Fund Institutional Class	PGOVX	C	U.S. Treasury - Long	11	0.47%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C	U.S. Treasury - Long	11	0.1%
Dodge & Cox Income Fund	DODIX	B	Bond - Multi Sector	2	0.43%
Fidelity GNMA Fund	FGMNX	C	Bond - U.S. Mortgages	2	0.45%
Fidelity Intermediate Bond Fund	FTHRX	C	U.S. Treasury - Short / Intermediate	2	0.45%
Fidelity Intermediate Government Income Fund	FSTGX	C	U.S. Treasury - Short / Intermediate	2	0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	B	Bond - Multi Sector	2	0.55%
Vanguard GNMA Fund Admiral Shares	VFIJX	C	Bond - U.S. Mortgages	3	0.11%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	B	Bond - U.S. Municipals	3	0.5%
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	C	Bond - U.S. Mortgages	3	0.5%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	B	Bond - Multi Sector	3	0.46%
PIMCO GNMA Fund Institutional Class	PDMIX	C	Bond - U.S. Mortgages	3	0.5%
Fidelity Total Bond Fund	FTBFX	B	Bond - Multi Sector	3	0.45%
Fidelity Government Income Fund	FGOVX	C	U.S. Treasury - Intermediate	3	0.45%
Fidelity Strategic Income Fund	FSICX	B++	Bond - Emerging Market	3	0.69%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B	U.S. Treasury - Intermediate	3	0.1%
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	4	0.1%
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%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C++	Bond - U.S. High Yield	4	0.13%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	A	Bond - Multi Sector	4	0.5%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	4	0.55%
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 High Income Fund	SPHIX	B++	Bond - U.S. High Yield	4	0.72%
Fidelity Capital & Income Fund	FAGIX	B++	Bond - U.S. High Yield	5	0.71%
American Funds Capital World Bond Fund Class R-6	RCWGX	C	Bond - Multi Sector	5	0.52%
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	B	Bond - Multi Sector	6	0.55%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	B++	Bond - Emerging Market	6	0.83%
Fidelity New Markets Income Fund	FNMIX	B++	Bond - Emerging Market	7	0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional Class	PFUIX	D+	U.S. Treasury - TIPS	8	0.5%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	B	U.S. Treasury - Long	9	0.12%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	C+	U.S. Treasury - TIPS	9	0.55%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	B	U.S. Treasury - Long	9	0.07%
Other
Fidelity Fifty Fund	FFTYX		Other	0	0.83%
Fidelity Freedom K 2000	FFKBX		Other	0	0.05%

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