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 Balanced Fund Class K	FBAKX	C	U.S. All Cap	10	0.46%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	C	U.S. Mid Cap	11	0.65%
Fidelity Low-Priced Stock Fund Class K	FLPKX	F	U.S. Mid Cap	12	0.68%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	D	U.S. Large Cap	13	0.45%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	C	U.S. Large Cap	13	0.3%
Vanguard Global Equity Fund Investor Shares	VHGEX	D	U.S. All Cap	14	0.61%
American Funds Investment Company of America Class R-6	RICGX	D	U.S. Mega Cap	14	0.3%
Fidelity Small Cap Stock Fund	FSLCX	B--	U.S. Small Cap	15	0.67%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C	U.S. Mid Cap	15	0.08%
American Funds Fundamental Investors Class R-6	RFNGX	D	U.S. Large Cap	15	0.31%
PIMCO StocksPLUS Fund Institutional Class	PSTKX	C	U.S. Large Cap	16	0.5%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	D	U.S. All Cap	16	0.19%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	16	0.26%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	D--	U.S. Small Cap	16	0.32%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C	U.S. Large Cap	16	0.16%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	A--	U.S. Small Cap	16	0.08%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	D	U.S. All Cap	16	0.5%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	D--	U.S. Small Cap	17	0.37%
Fidelity Stock Selector Small Cap Fund	FDSCX	A--	U.S. Small Cap	17	0.91%
Fidelity Fund Class K	FFDKX	F	U.S. Mega Cap	18	0.41%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	F	U.S. Mid Cap	18	0.28%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	B	U.S. Large Cap	4	0.17%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. All Cap	5	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	C	U.S. All Cap	6	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	C	U.S. All Cap	7	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	C	U.S. All Cap	8	0%
American Funds American Balanced Fund Class R-6	RLBGX	B	U.S. Large Cap	9	0.29%
Vanguard Star Fund Investor Shares	VGSTX	C	U.S. All Cap	9	0.34%
U.S. Equities - Growth
Fidelity Convertible Securities Fund	FCVSX	C+	U.S. Mid Cap - Growth	12	0.72%
American Funds SMALLCAP World Fund Class R-6	RLLGX	F+	U.S. Mid Cap - Growth	15	0.72%
American Funds New Perspective Fund Class R-6	RNPGX	D	U.S. Large Cap - Growth	16	0.45%
American Funds AMCAP Fund Class R-6	RAFGX	D	U.S. All Cap - Growth	16	0.37%
American Funds The New Economy Fund Class R-6	RNGGX	D	U.S. All Cap - Growth	17	0.48%
American Funds The Growth Fund of America Class R-6	RGAGX	D	U.S. All Cap - Growth	17	0.34%
Fidelity Capital Appreciation Fund Class K	FCAKX	F	U.S. All Cap - Growth	17	0.63%
Fidelity Independence Fund Class K	FDFKX	F	U.S. All Cap - Growth	18	0.5%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	C+	U.S. Mid Cap - Growth	19	0.51%
Vanguard Explorer Fund Admiral Shares	VEXRX	A--	U.S. Small Cap - Growth	19	0.34%
Fidelity Contrafund Fund Class K	FCNKX	D	U.S. Large Cap - Growth	19	0.56%
Fidelity Growth Discovery Fund Class K	FGDKX	D	U.S. All Cap - Growth	19	0.67%
Fidelity Trend Fund	FTRNX	D	U.S. All Cap - Growth	20	0.78%
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	C	U.S. All Cap - Growth	20	0.25%
Fidelity Leveraged Company Stock Fund Class K	FLCKX	F	U.S. All Cap - Growth	20	0.68%
Fidelity Blue Chip Growth Fund Class K	FBGKX	C	U.S. All Cap - Growth	21	0.6%
Fidelity OTC Portfolio Class K	FOCKX	F	U.S. All Cap - Growth	22	0.6%
Fidelity Growth Company Fund Class K	FGCKX	D	U.S. All Cap - Growth	22	0.71%
Fidelity Capital & Income Fund	FAGIX	B	U.S. All Cap - Growth	6	0.71%
U.S. Equities - Value
American Funds American Mutual Fund Class R-6	RMFGX	B	U.S. Large Cap - Value	11	0.31%
Fidelity Equity-Income Fund Class K	FEIKX	C	U.S. Large Cap - Value	13	0.52%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	B	U.S. Large Cap - Value	13	0.21%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	A	U.S. Large Cap - Value	13	0.31%
Fidelity Dividend Growth Fund Class K	FDGKX	C	U.S. Large Cap - Value	14	0.47%
Vanguard Windsor II Fund Admiral Shares	VWNAX	C	U.S. All Cap - Value	14	0.28%
Fidelity Advisor Value Strategies Fund Class K	FVSKX	C-	U.S. Mid Cap - Value	14	0.57%
Fidelity Small Cap Discovery Fund	FSCRX	A--	U.S. Small Cap - Value	14	1.01%
Dodge & Cox Global Stock Fund	DODWX	F	U.S. All Cap - Value	14	0.65%
Vanguard Selected Value Fund Investor Shares	VASVX	F-	U.S. Mid Cap - Value	15	0.43%
Vanguard Windsor Fund Admiral Shares	VWNEX	F	U.S. All Cap - Value	15	0.27%
Fidelity Value Fund Class K	FVLKX	D-	U.S. Mid Cap - Value	15	0.52%
Fidelity Large Cap Stock Fund	FLCSX	C	U.S. All Cap - Value	15	0.88%
Dodge & Cox Stock Fund	DODGX	D	U.S. All Cap - Value	15	0.52%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	D--	U.S. Small Cap - Value	17	0.37%
Fidelity Export and Multinational Fund Class K	FEXKX	F	U.S. All Cap - Value	17	0.63%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	A	U.S. Large Cap - Value	4	0.18%
Vanguard Wellington Fund Admiral Shares	VWENX	B	U.S. Large Cap - Value	8	0.18%
Dodge & Cox Balanced Fund	DODBX	C	U.S. All Cap - Value	9	0.53%
Specialty
DFA Global Real Estate Securities Portfolio	DFGEX	A++	U.S. Real Estate	11	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	15	0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	B++	U.S. Real Estate	15	0%
Fidelity Real Estate Income Fund	FRIFX	A++	U.S. Real Estate	5	0.84%
Global & Intl. Equity
Fidelity International Small Cap Fund	FISMX	F--	International Large Cap - Growth	11	1.31%
Vanguard International Value Fund Investor Shares	VTRIX	C--	International Large Cap	12	0.43%
DFA International Small Company Portfolio Institutional Class	DFISX	F--	International Large Cap - Growth	12	0.54%
DFA Large Cap International Portfolio Institutional Class	DFALX	C--	International Large Cap	12	0.29%
Fidelity International Discovery Fund Class K	FIDKX	D--	International Large Cap - Growth	13	0.83%
DFA International Vector Equity Portfolio Institutional Class	DFVQX	F--	International Large Cap	13	0.51%
Fidelity Canada Fund	FICDX	A--	International Large Cap - Growth	13	0.86%
American Funds International Growth and Income Fund Class R-6	RIGGX	C--	International Large Cap - Growth	13	0.59%
Fidelity Overseas Fund Class K	FOSKX	C--	International Large Cap - Growth	13	0.9%
Fidelity Diversified International Fund Class K	FDIKX	C--	International Large Cap - Growth	13	0.78%
DFA International Value Portfolio Institutional Class	DFIVX	C--	International Large Cap - Value	14	0.43%
American Funds New World Fund Class R-6	RNWGX	A--	Emerging Markets	14	0.65%
Vanguard International Explorer Fund Investor Shares	VINEX	F--	International Large Cap - Growth	14	0.36%
American Funds EuroPacific Growth Fund Class R-6	RERGX	C--	International Large Cap - Growth	14	0.49%
Fidelity Europe Fund	FIEUX	C--	Europe	14	1.02%
Dodge & Cox International Stock Fund	DODFX	C--	Europe	14	0.64%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	C--	Emerging Markets	15	0.57%
Fidelity Pacific Basin Fund	FPBFX	A--	Pacific	15	1.21%
Fidelity Japan Fund	FJPNX	C--	Pacific	15	0.91%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	C--	Emerging Markets	15	0.57%
Vanguard International Growth Fund Admiral Shares	VWILX	C--	International Large Cap - Growth	18	0.35%
Fidelity Freedom Income Class K	FNSHX	B--	International Large Cap - Growth	3	0%
Fidelity China Region Fund	FHKCX	A--	Emerging Markets	21	0.98%
Fidelity Latin America Fund	FLATX	A--	Emerging Markets	25	1.03%
Fidelity Freedom 2005 Fund Class K	FSNJX	B--	International Large Cap - Growth	4	0%
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	C--	Europe	4	0.55%
PIMCO All Asset Fund Institutional Class	PAAIX	B-	Emerging Markets	5	0.07%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	C-	Emerging Markets	5	0.18%
PIMCO Foreign Bond (Unhedged) Fund Institutional Class	PFUIX	C--	Europe	6	0.5%
Fidelity International Real Estate Fund	FIREX	A--	International Large Cap - Growth	9	1.14%
Bonds
US Cash / Money Market	USCASH	C+	U.S. Cash / Money Market	0	0%
Fidelity Short-Term Bond Fund	FSHBX	B++	U.S. Treasury - Short / Intermediate	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%
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	B++	U.S. Treasury - Short / Intermediate	1	0.07%
PIMCO Low Duration III Fund Institutional Class	PLDIX	B++	Bond - Multi Sector	1	0.5%
Fidelity Limited Term Government Fund	FFXSX	C+	U.S. Treasury - Short	1	0.45%
PIMCO Low Duration Fund Institutional Class	PTLDX	B++	Bond - Multi Sector	1	0.46%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	B++	Bond - Multi Sector	2	0.5%
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	C++	U.S. Treasury - Short / Intermediate	2	0%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	B++	Bond - Emerging Market	2	0.55%
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	B++	Bond - Multi Sector	2	0.9%
Dodge & Cox Income Fund	DODIX	B++	Bond - U.S. Corporate	2	0.43%
Fidelity Intermediate Government Income Fund	FSTGX	C++	U.S. Treasury - Short / Intermediate	2	0.45%
Fidelity Intermediate Bond Fund	FTHRX	C++	U.S. Treasury - Short / Intermediate	2	0.45%
Vanguard GNMA Fund Admiral Shares	VFIJX	C++	Bond - U.S. Mortgages	2	0.11%
Fidelity GNMA Fund	FGMNX	C++	Bond - U.S. Mortgages	2	0.45%
Fidelity Floating Rate High Income Fund	FFRHX	C++	Bond - U.S. High Yield	2	0.7%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	C++	U.S. Treasury - Short / Intermediate	2	0.46%
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	C++	Bond - U.S. Mortgages	2	0.5%
PIMCO GNMA Fund Institutional Class	PDMIX	C++	Bond - U.S. Mortgages	2	0.5%
Fidelity Total Bond Fund	FTBFX	C++	Bond - U.S. Corporate	2	0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B++	U.S. Treasury - Intermediate	3	0.1%
Fidelity Government Income Fund	FGOVX	C++	U.S. Treasury - Intermediate	3	0.45%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C++	U.S. Treasury - Short / Intermediate	3	0.1%
PIMCO Diversified Income Fund Institutional Class	PDIIX	B++	Bond - Emerging Market	3	0.75%
PIMCO Total Return III Fund Institutional Class	PTSAX	B++	Bond - Multi Sector	3	0.5%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	B++	Bond - U.S. Corporate	3	0.5%
PIMCO Total Return Fund Institutional Class	PTTRX	B++	Bond - Multi Sector	3	0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares	VBIMX	B++	U.S. Treasury - Intermediate	3	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C+	U.S. Treasury - TIPS	3	0.07%
PIMCO Real Return Fund Institutional Class	PRRIX	C+	U.S. Treasury - TIPS	3	0.45%
American Funds Capital World Bond Fund Class R-6	RCWGX	C++	Bond - U.S. Mortgages	3	0.52%
PIMCO High Yield Fund Institutional Class	PHIYX	C++	Bond - U.S. High Yield	4	0.55%
Fidelity High Income Fund	SPHIX	D++	Bond - U.S. High Yield	4	0.72%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C++	Bond - U.S. High Yield	4	0.13%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	C++	Bond - Emerging Market	4	0.83%
Fidelity New Markets Income Fund	FNMIX	F++	Bond - Emerging Market	5	0.84%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	D++	Bond - U.S. Corporate	6	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	B++	U.S. Treasury - Long	7	0.07%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	D+	U.S. Treasury - TIPS	8	0.55%
PIMCO Long-Term U.S. Government Fund Institutional Class	PGOVX	C++	U.S. Treasury - Long	9	0.47%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C++	U.S. Treasury - Long	9	0.1%
PIMCO Emerging Local Bond Fund Institutional Class	PELBX	F++	Bond - Emerging Market	9	0.9%
Other
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%
Fidelity Fifty Fund	FFTYX		Other	0	0.83%
Fidelity Global Balanced Fund	FGBLX		Other	0	1%
Fidelity Strategic Income Fund	FSICX		Other	0	0.69%

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