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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 2015BU.S. All Cap11fund risk0.17%
Conservative PortfolioBU.S. All Cap13fund risk0.15%
Target Retirement 2020CU.S. All Cap16fund risk0.17%
Target Retirement 2025CU.S. All Cap19fund risk0.18%
Moderate PortfolioCU.S. All Cap19fund risk0.16%
American Funds Balanced Portfolio Class ABLPAXCU.S. All Cap20fund risk0.35%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap20fund risk0%
Vanguard Star Fund Investor SharesVGSTXAU.S. All Cap21fund risk0.34%
Target Retirement 2030CU.S. All Cap21fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXDU.S. All Cap22fund risk0.18%
Target Retirement 2035CU.S. All Cap24fund risk0.19%
Fidelity Balanced FundFBALXAU.S. All Cap25fund risk0.57%
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap25fund risk0%
Aggressive PortfolioCU.S. All Cap25fund risk0.17%
Target Retirement 2040CU.S. All Cap26fund risk0.19%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap27fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap27fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXBU.S. All Cap28fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXBU.S. All Cap28fund risk0%
Target Retirement 2055CU.S. All Cap29fund risk0.19%
Target Retirement 2050CU.S. All Cap29fund risk0.19%
Target Retirement 2045CU.S. All Cap29fund risk0.19%
American Funds Capital World Growth and Income Fund Class ACWGIXCU.S. All Cap30fund risk0.8%
American Funds Investment Company of America Class AAIVSXDU.S. Large Cap30fund risk0.61%
American Funds AMCAP Fund Class AAMCPXCU.S. Large Cap31fund risk0.7%
Vanguard Global Equity Fund Investor SharesVHGEXAU.S. All Cap31fund risk0.61%
American Funds New Perspective Fund Class AANWPXAU.S. Large Cap31fund risk0.79%
Fidelity Low-Priced Stock FundFLPSXFU.S. Mid Cap33fund risk0.79%
American Funds Fundamental Investors Class AANCFXDU.S. All Cap33fund risk0.63%
American Funds Washington Mutual Investors Fund Class AAWSHXFU.S. All Cap34fund risk0.6%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXDU.S. All Cap34fund risk0.5%
Large Company IndexCU.S. Large Cap34fund risk0.09%
Vanguard Growth and Income Fund Admiral SharesVGIAXDU.S. Large Cap34fund risk0.26%
Total Stock Market IndexCU.S. All Cap35fund risk0.05%
PIMCO StocksPLUS Fund Administrative ClassPPLAXFU.S. Large Cap35fund risk0.75%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Mega Cap35fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap36fund risk0.19%
Vanguard Windsor II Fund Admiral SharesVWNAXDU.S. All Cap36fund risk0.28%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXCU.S. Mid Cap36fund risk0.09%
Fidelity Stock Selector Small Cap FundFDSCXC+U.S. Small Cap37fund risk0.91%
Fidelity Small Cap Stock FundFSLCXF+U.S. Small Cap39fund risk0.67%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXCU.S. Mid Cap40fund risk0.09%
Vanguard Strategic Equity Fund Investor SharesVSEQXFU.S. Mid Cap40fund risk0.28%
Fidelity Leveraged Company Stock FundFLVCXAU.S. Mid Cap42fund risk0.82%
Fidelity Export and Multinational FundFEXPXFU.S. Mid Cap43fund risk0.79%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXF+U.S. Small Cap43fund risk0.37%
High Yield & Emerging Market BondF++U.S. Micro Cap49fund risk0%
Income Plus FundBU.S. All Cap10fund risk0.17%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXA++U.S. Mid Cap - Growth22fund risk0.72%
American Funds SMALLCAP World Fund Class ASMCWXA++U.S. Mid Cap - Growth30fund risk1.13%
American Funds The Growth Fund of America Class AAGTHXB++U.S. All Cap - Growth32fund risk0.7%
Fidelity Contrafund FundFCNTXD++U.S. Large Cap - Growth33fund risk0.66%
Fidelity FundFFIDXF++U.S. Large Cap - Growth34fund risk0.53%
Fidelity Capital Appreciation FundFDCAXC++U.S. All Cap - Growth35fund risk0.77%
Fidelity Independence FundFDFFXF++U.S. Large Cap - Growth35fund risk0.6%
Fidelity Focused Stock FundFTQGXD++U.S. All Cap - Growth35fund risk0.89%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXC++U.S. Mid Cap - Growth35fund risk0.09%
Fidelity Trend FundFTRNXA++U.S. Large Cap - Growth35fund risk0.78%
Fidelity OTC PortfolioFOCPXD++U.S. Mega Cap - Growth35fund risk0.74%
Large-Cap Growth IndexC++U.S. Large Cap - Growth35fund risk0.08%
Fidelity Growth Discovery FundFDSVXC++U.S. All Cap - Growth36fund risk0.81%
Fidelity Growth CompanyFDGRXA++U.S. All Cap - Growth36fund risk0.83%
Fidelity Blue Chip Growth FundFBGRXA++U.S. All Cap - Growth37fund risk0.74%
Small-Cap Growth IndexC++U.S. Small Cap - Growth37fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXC++U.S. Small Cap - Growth38fund risk0.34%
Small/Mid-Cap IndexC++U.S. Small Cap - Growth39fund risk0.1%
U.S. Equities - Value     
Vanguard Wellesley Income Fund Admiral SharesVWIAXB--U.S. Large Cap - Value13fund risk0.18%
Dodge & Cox Balanced FundDODBXB--U.S. All Cap - Value28fund risk0.53%
American Funds American Mutual Fund Class AAMRMXC--U.S. Mega Cap - Value29fund risk0.61%
Fidelity Equity-Income FundFEQIXB--U.S. Mega Cap - Value31fund risk0.64%
Vanguard Dividend Growth Fund Investor SharesVDIGXA--U.S. Mega Cap - Value32fund risk0.31%
Vanguard Equity-Income Fund Admiral SharesVEIRXC--U.S. Mega Cap - Value34fund risk0.21%
Fidelity Large Cap Stock FundFLCSXA--U.S. Large Cap - Value36fund risk0.88%
Fidelity Mid-Cap Stock FundFMCSXB--U.S. Mid Cap - Value36fund risk0.78%
Large-Cap Value IndexC--U.S. Large Cap - Value36fund risk0.08%
Dodge & Cox Global Stock FundDODWXA--U.S. All Cap - Value37fund risk0.65%
Vanguard Windsor Fund Admiral SharesVWNEXA--U.S. All Cap - Value40fund risk0.27%
Dodge & Cox Stock FundDODGXA--U.S. All Cap - Value40fund risk0.52%
International Business Machines Corp.IBMF--U.S. Mega Cap - Value41fund risk0%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Mid Cap - Value41fund risk0.32%
Fidelity Dividend Growth FundFDGFXD--U.S. All Cap - Value41fund risk0.62%
Fidelity Small Cap Discovery FundFSCRXB--U.S. Small Cap - Value43fund risk1.01%
Small-Cap Value IndexC--U.S. Mid Cap - Value44fund risk0.09%
Fidelity Advisor Value Strategies Fund Class IFASOXB--U.S. Mid Cap - Value44fund risk0.75%
Fidelity Value FundFDVLXA--U.S. Mid Cap - Value45fund risk0.65%
Vanguard Selected Value Fund Investor SharesVASVXB--U.S. Mid Cap - Value46fund risk0.43%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXC--U.S. Small Cap - Value47fund risk0.37%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXA--Commodities20fund risk0.99%
Fidelity Real Estate Income FundFRIFXB--U.S. Real Estate24fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXC--U.S. Real Estate37fund risk0.32%
Global REIT Stock IndexD--U.S. Real Estate39fund risk0%
Fidelity Real Estate Investment PortfolioFRESXF--U.S. Real Estate41fund risk0.8%
REIT IndexC--U.S. Real Estate42fund risk0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB--U.S. Real Estate43fund risk0%
Global & Intl. Equity     
Fidelity Freedom 2010 Fund Class KFSNKXBInternational Small Cap11fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXAInternational Small Cap13fund risk0%
PIMCO All Asset Fund Administrative ClassPAALXCInternational Small Cap14fund risk0.32%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB-International Large Cap - Value15fund risk0.18%
Fidelity Freedom 2020 Fund Class KFSNOXAInternational Small Cap15fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXA--International Large Cap17fund risk0%
Fidelity International Real Estate FundFIREXFInternational Small Cap24fund risk1.14%
Fidelity Japan FundFJPNXA++Japan25fund risk0.91%
Fidelity International Small Cap FundFISMXBInternational Small Cap25fund risk1.31%
Fidelity Pacific Basin FundFPBFXA+Emerging Markets26fund risk1.21%
Pacific Stock IndexC+Pacific27fund risk0.12%
Fidelity China Region FundFHKCXA+Emerging Markets28fund risk0.98%
Fidelity Overseas FundFOSFXA--Europe28fund risk1.06%
American Funds EuroPacific Growth Fund Class AAEPGXAInternational Large Cap - Growth28fund risk0.84%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXF+Emerging Markets28fund risk0.57%
American Funds New World Fund Class ANEWFXA+Emerging Markets28fund risk1.06%
Fidelity Diversified International FundFDIVXBInternational Large Cap - Growth28fund risk0.92%
Fidelity International Discovery FundFIGRXA--Europe29fund risk0.98%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC+Emerging Markets29fund risk0.57%
International Real Estate IndexFInternational Small Cap29fund risk0%
DFA International Small Company Portfolio Institutional ClassDFISXCInternational Small Cap29fund risk0.54%
Vanguard International Explorer Fund Investor SharesVINEXBInternational Small Cap29fund risk0.36%
Fidelity Europe FundFIEUXA--Europe30fund risk1.02%
Fidelity Emerging Asia FundFSEAXA+Emerging Markets30fund risk1.05%
American Funds International Growth and Income Fund Class AIGAAXB--Europe30fund risk0.91%
DFA Large Cap International Portfolio Institutional ClassDFALXC--International Large Cap30fund risk0.29%
DFA International Small Cap Value Portfolio Institutional ClassDISVXFInternational Small Cap30fund risk0.69%
Vanguard International Growth Fund Admiral SharesVWILXAInternational Large Cap - Growth31fund risk0.35%
International Stock Market IndexC--International Large Cap31fund risk0.34%
European Stock IndexC--Europe33fund risk0.12%
Emerging Market Stock IndexC+Emerging Markets34fund risk0.67%
Fidelity Canada FundFICDXC--Europe34fund risk0.86%
DFA International Value Portfolio Institutional ClassDFIVXB--International Large Cap - Value36fund risk0.43%
Fidelity Latin America FundFLATXF+Emerging Markets49fund risk1.03%
Fidelity Freedom Income Class KFNSHXAInternational Small Cap6fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXBInternational Small Cap8fund risk0%
Bonds     
Interest Income FundCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXC++U.S. Treasury - Short / Intermediate1fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXB+Bond - Multi Sector2fund 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%
PIMCO Low Duration Fund Administrative ClassPLDAXB+Bond - Multi Sector2fund risk0.71%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXCBond - U.S. High Yield11fund risk0.13%
Fidelity Floating Rate High Income FundFFRHXCBond - U.S. High Yield11fund risk0.7%
PIMCO High Yield Fund Administrative ClassPHYAXCBond - U.S. High Yield11fund risk0.8%
Fidelity High Income FundSPHIXCBond - U.S. High Yield12fund risk0.72%
Fidelity New Markets Income FundFNMIXCBond - Emerging Market12fund risk0.84%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXB+Bond - Multi Sector14fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB+Bond - Multi Sector15fund risk0.07%
Fidelity Capital & Income FundFAGIXABond - U.S. High Yield17fund risk0.71%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long19fund risk0.1%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXC++U.S. Treasury - Long20fund risk0.72%
Fidelity Short-Term Bond FundFSHBXC++Bond - U.S. Corporate2fund risk0.45%
Fidelity GNMA FundFGMNXC+Bond - U.S. Mortgages2fund risk0.45%
Vanguard GNMA Fund Admiral SharesVFIJXC+Bond - U.S. Mortgages3fund risk0.11%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB++Bond - U.S. Corporate3fund risk0.1%
PIMCO Real Return Asset Fund Institutional ClassPRAIXD++U.S. Treasury - TIPS23fund risk0.55%
Long-Term Corporate BondD++Bond - U.S. Corporate24fund risk0%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
PIMCO Moderate Duration Fund Institutional ClassPMDRXB+Bond - Multi Sector3fund risk0.46%
PIMCO GNMA Fund Institutional ClassPDMIXB+Bond - U.S. Mortgages3fund risk0.5%
Fidelity Intermediate Bond FundFTHRXB++Bond - U.S. Corporate4fund risk0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXB++Bond - U.S. Corporate4fund risk0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXB++Bond - U.S. Corporate4fund risk0.8%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC++U.S. Treasury - Short / Intermediate4fund risk0.1%
Total Bond MarketB+Bond - Multi Sector5fund risk0.07%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate5fund risk0.43%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB++Bond - U.S. Corporate5fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXB+Bond - Multi Sector5fund risk0.71%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXB+Bond - Multi Sector5fund risk0.1%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate5fund risk0.45%
Fidelity Total Bond FundFTBFXB++Bond - U.S. Corporate6fund risk0.45%
American Funds Capital World Bond Fund Class ACWBFXB++Bond - U.S. Corporate6fund risk0.91%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS7fund risk0.1%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXABond - Emerging Market7fund risk0.8%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS8fund risk0.7%
PIMCO Diversified Income Fund Administrative ClassPDAAXBBond - Emerging Market9fund risk1%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXC++Bond - U.S. Corporate9fund risk0.5%
Inflation Protected BondC++U.S. Treasury - TIPS9fund risk0.2%
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXA++Bond - U.S. Corporate10fund 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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