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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     
Vanguard Dividend Growth Fund Investor SharesVDIGXFU.S. Mega Cap10fund risk0.31%
American Funds Washington Mutual Investors Fund Class R-6RWMGXBU.S. Mega Cap11fund risk0.3%
Fidelity Dividend Growth Fund Class KFDGKXDU.S. Mega Cap11fund risk0.47%
Fidelity Export and Multinational Fund Class KFEXKXCU.S. Large Cap11fund risk0.63%
American Funds Investment Company of America Class R-6RICGXBU.S. Large Cap11fund risk0.3%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap12fund risk0.26%
Fidelity Fund Class KFFDKXDU.S. Large Cap12fund risk0.41%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap12fund risk0.5%
American Funds Fundamental Investors Class R-6RFNGXBU.S. Large Cap12fund risk0.31%
Fidelity Low-Priced Stock Fund Class KFLPKXCU.S. Mid Cap12fund risk0.68%
American Funds AMCAP Fund Class R-6RAFGXCU.S. All Cap12fund risk0.37%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap12fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXBU.S. All Cap13fund risk0.19%
American Funds The Growth Fund of America Class R-6RGAGXCU.S. Large Cap13fund risk0.34%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXBU.S. All Cap13fund risk0.5%
American Funds New Perspective Fund Class R-6RNPGXFU.S. Large Cap13fund risk0.45%
American Funds SMALLCAP World Fund Class R-6RLLGXCU.S. Mid Cap13fund risk0.72%
Vanguard Global Equity Fund Investor SharesVHGEXDU.S. Large Cap13fund risk0.61%
Fidelity Capital Appreciation Fund Class KFCAKXFU.S. All Cap14fund risk0.63%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXCU.S. Mid Cap14fund risk0.08%
Fidelity Mid-Cap Stock Fund Class KFKMCXCU.S. Mid Cap14fund risk0.65%
Fidelity Small Cap Stock FundFSLCXD++U.S. Small Cap15fund risk0.67%
Fidelity Advisor Value Strategies Fund Class KFVSKXCU.S. Mid Cap15fund risk0.57%
Fidelity Stock Selector Small Cap FundFDSCXD++U.S. Small Cap15fund risk0.91%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXD++U.S. Small Cap15fund risk0.08%
Fidelity Independence Fund Class KFDFKXFU.S. All Cap16fund risk0.5%
Vanguard Strategic Equity Fund Investor SharesVSEQXCU.S. Mid Cap16fund risk0.28%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXC++U.S. Small Cap16fund risk0.37%
Fidelity Leveraged Company Stock Fund Class KFLCKXDU.S. Mid Cap17fund risk0.68%
Vanguard Wellesley Income Fund Admiral SharesVWIAXCU.S. Large Cap4fund risk0.18%
Fidelity Freedom K 2005 FundFFKVXCU.S. Large Cap5fund risk0.05%
Fidelity Freedom K 2010 FundFFKCXCU.S. Large Cap6fund risk0.05%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap7fund risk0.29%
Fidelity Freedom K 2015 FundFKVFXCU.S. Large Cap7fund risk0.05%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap7fund risk0.18%
Fidelity Freedom K 2020 FundFFKDXCU.S. Large Cap8fund risk0.05%
Fidelity Balanced Fund Class KFBAKXCU.S. Large Cap8fund risk0.46%
Vanguard Star Fund Investor SharesVGSTXDU.S. Large Cap8fund risk0.34%
Fidelity Freedom K 2025 FundFKTWXCU.S. Large Cap9fund risk0.05%
Fidelity Convertible Securities FundFCVSXCU.S. Mid Cap10fund risk0.72%
American Funds American Mutual Fund Class R-6RMFGXCU.S. Large Cap10fund risk0.31%
U.S. Equities - Growth     
Fidelity Contrafund Fund Class KFCNKXD-U.S. Large Cap - Growth12fund risk0.56%
Vanguard Morgan Growth Fund Admiral SharesVMRAXD-U.S. All Cap - Growth12fund risk0.25%
Fidelity Trend FundFTRNXC-U.S. All Cap - Growth13fund risk0.78%
Fidelity Growth Discovery Fund Class KFGDKXD-U.S. All Cap - Growth13fund risk0.67%
American Funds The New Economy Fund Class R-6RNGGXC-U.S. All Cap - Growth14fund risk0.48%
Fidelity Blue Chip Growth Fund Class KFBGKXD-U.S. All Cap - Growth14fund risk0.6%
Fidelity Growth Company Fund Class KFGCKXB-U.S. All Cap - Growth15fund risk0.71%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXF-U.S. Mid Cap - Growth15fund risk0.51%
Vanguard Explorer Fund Admiral SharesVEXRXCU.S. Small Cap - Growth16fund risk0.34%
Fidelity OTC Portfolio Class KFOCKXB-U.S. All Cap - Growth17fund risk0.6%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXA+U.S. All Cap - Value10fund risk0.53%
Vanguard Equity-Income Fund Admiral SharesVEIRXD+U.S. Large Cap - Value11fund risk0.21%
Fidelity Equity-Income Fund Class KFEIKXC+U.S. Large Cap - Value12fund risk0.52%
Vanguard Windsor II Fund Admiral SharesVWNAXD+U.S. Large Cap - Value13fund risk0.28%
Fidelity Value Fund Class KFVLKXD+U.S. Mid Cap - Value15fund risk0.52%
Fidelity Large Cap Stock FundFLCSXC+U.S. All Cap - Value15fund risk0.88%
Dodge & Cox Stock FundDODGXA+U.S. All Cap - Value15fund risk0.52%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXD++U.S. Small Cap - Value15fund risk0.32%
Vanguard Selected Value Fund Investor SharesVASVXB+U.S. Mid Cap - Value15fund risk0.43%
Vanguard Windsor Fund Admiral SharesVWNEXD+U.S. All Cap - Value15fund risk0.27%
Dodge & Cox Global Stock FundDODWXB+U.S. Large Cap - Value17fund risk0.65%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD++U.S. Small Cap - Value17fund risk0.37%
Fidelity Small Cap Discovery FundFSCRXF++U.S. Small Cap - Value17fund risk1.01%
DFA Global Real Estate Securities PortfolioDFGEXC--U.S. Real Estate14fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXBCommodities15fund risk0.74%
Fidelity Real Estate Investment PortfolioFRESXC--U.S. Real Estate16fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXA--U.S. Real Estate17fund risk0%
Fidelity Real Estate Income FundFRIFXA--U.S. Real Estate6fund risk0.84%
Global & Intl. Equity     
PIMCO Emerging Local Bond Fund Institutional ClassPELBXD-Emerging Markets12fund risk0.9%
Fidelity Pacific Basin FundFPBFXD--Pacific12fund risk1.21%
American Funds New World Fund Class R-6RNWGXB-Emerging Markets12fund risk0.65%
Fidelity International Small Cap FundFISMXA--International Small Cap12fund risk1.31%
American Funds Capital World Growth and Income Fund Class R-6RWIGXA--International Large Cap13fund risk0.45%
Fidelity International Real Estate FundFIREXD--International Large Cap - Growth13fund risk1.14%
Fidelity China Region FundFHKCXB-Emerging Markets14fund risk0.98%
American Funds International Growth and Income Fund Class R-6RIGGXB--International Large Cap15fund risk0.59%
American Funds EuroPacific Growth Fund Class R-6RERGXB--International Large Cap15fund risk0.49%
Vanguard International Explorer Fund Investor SharesVINEXC--International Small Cap15fund risk0.36%
DFA International Small Company Portfolio Institutional ClassDFISXA--International Small Cap15fund risk0.54%
Fidelity Japan FundFJPNXC--Pacific16fund risk0.91%
DFA Emerging Markets Portfolio Institutional ClassDFEMXB-Emerging Markets16fund risk0.57%
Fidelity Diversified International Fund Class KFDIKXC--Europe16fund risk0.78%
Fidelity International Discovery Fund Class KFIDKXC--Europe16fund risk0.83%
Fidelity Overseas Fund Class KFOSKXC--Europe16fund risk0.9%
Fidelity Canada FundFICDXA--International Small Cap16fund risk0.86%
Vanguard International Growth Fund Admiral SharesVWILXA--International Large Cap16fund risk0.35%
DFA International Vector Equity Portfolio Institutional ClassDFVQXA--International Large Cap16fund risk0.51%
DFA Large Cap International Portfolio Institutional ClassDFALXA--International Large Cap16fund risk0.29%
Vanguard International Value Fund Investor SharesVTRIXA--International Large Cap16fund risk0.43%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXA-Emerging Markets17fund risk0.57%
DFA International Value Portfolio Institutional ClassDFIVXA--International Large Cap - Value19fund risk0.43%
Fidelity Europe FundFIEUXD--Europe20fund risk1.02%
Dodge & Cox International Stock FundDODFXA--International Large Cap - Value20fund risk0.64%
Fidelity Latin America FundFLATXD-Emerging Markets25fund risk1.03%
Fidelity Freedom K Income FundFFKAXA--International Large Cap - Growth4fund risk0.05%
Vanguard Target Retirement Income Fund Investor SharesVTINXB--International Large Cap - Growth4fund risk0.17%
Vanguard Target Retirement 2010 Fund Investor SharesVTENXB--International Large Cap - Growth4fund risk0.17%
PIMCO All Asset Fund Institutional ClassPAAIXA-Emerging Markets7fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXB++Emerging Markets8fund risk0.18%
Fidelity Global Balanced FundFGBLXC--International Large Cap - Growth8fund risk1%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXD--International Small Cap8fund risk0.5%
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+U.S. Treasury - TIPS1fund risk0.5%
PIMCO Low Duration Fund Institutional ClassPTLDXBBond - U.S. Mortgages1fund risk0.46%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXBU.S. Treasury - Short / Intermediate2fund risk0.07%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXCU.S. Treasury - Short / Intermediate2fund risk0%
Fidelity Limited Term Government FundFFXSXCU.S. Treasury - Short2fund risk0.45%
Fidelity Floating Rate High Income FundFFRHXA++Bond - U.S. High Yield2fund risk0.7%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXC-U.S. Treasury - Long12fund risk0.47%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC-U.S. Treasury - Long12fund risk0.1%
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages2fund risk0.45%
Dodge & Cox Income FundDODIXA-Bond - Multi Sector2fund risk0.43%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
Fidelity Intermediate Bond FundFTHRXB-Bond - Multi Sector2fund risk0.45%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXCBond - U.S. Mortgages2fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXCBond - U.S. Mortgages2fund risk0.5%
Fidelity Intermediate Government Income FundFSTGXCU.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXB+U.S. Treasury - TIPS3fund risk0.55%
PIMCO Moderate Duration Fund Institutional ClassPMDRXB-Bond - Multi Sector3fund risk0.46%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXC+Bond - Emerging Market3fund risk0.5%
Fidelity Total Bond FundFTBFXB-Bond - Multi Sector3fund risk0.45%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXB++Bond - U.S. High Yield3fund risk0.9%
Fidelity Government Income FundFGOVXC-U.S. Treasury - Intermediate3fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB-Bond - Multi Sector3fund risk0.1%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector4fund risk0.46%
Fidelity Strategic Income FundFSICXB+Bond - Emerging Market4fund risk0.69%
PIMCO Total Return III Fund Institutional ClassPTSAXB-Bond - Multi Sector4fund risk0.5%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXCU.S. Treasury - Short / Intermediate4fund risk0.1%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXA-Bond - Multi Sector4fund risk0.5%
PIMCO Diversified Income Fund Institutional ClassPDIIXA+Bond - Emerging Market4fund risk0.75%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXC-Bond - Multi Sector4fund 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%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield5fund risk0.13%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield5fund risk0.55%
Fidelity High Income FundSPHIXB++Bond - U.S. High Yield5fund risk0.72%
American Funds Capital World Bond Fund Class R-6RCWGXCBond - U.S. Mortgages5fund risk0.52%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXB-Bond - Multi Sector6fund risk0.55%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXB+Bond - Emerging Market6fund risk0.83%
Fidelity Capital & Income FundFAGIXC++Bond - U.S. High Yield6fund risk0.71%
Fidelity New Markets Income FundFNMIXA+Bond - Emerging Market7fund risk0.84%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA-U.S. Treasury - Long9fund risk0.12%
PIMCO Real Return Asset Fund Institutional ClassPRAIXC+U.S. Treasury - TIPS9fund risk0.55%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB-U.S. Treasury - Long9fund risk0.07%
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Fidelity Freedom K 2000FFKBX Other0fund risk0.05%
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