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
Aggressive Portfolio		B	U.S. All Cap	10	0.17%
Target Retirement 2040		C	U.S. All Cap	11	0.19%
American Funds American Mutual Fund Class A	AMRMX	C	U.S. Large Cap	11	0.61%
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	11	0%
Target Retirement 2055		C	U.S. All Cap	12	0.19%
Target Retirement 2045		C	U.S. All Cap	12	0.19%
Target Retirement 2050		C	U.S. All Cap	12	0.19%
Fidelity Freedom 2050 Fund Class K	FNSBX	C	U.S. All Cap	12	0%
Fidelity Freedom 2045 Fund Class K	FSNZX	C	U.S. All Cap	12	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	C	U.S. All Cap	12	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	C	U.S. All Cap	12	0%
American Funds Capital World Growth and Income Fund Class A	CWGIX	C+	U.S. Mega Cap	12	0.8%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	B	U.S. Large Cap	13	0.31%
American Funds Washington Mutual Investors Fund Class A	AWSHX	C	U.S. Large Cap	13	0.6%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	13	0.61%
American Funds Investment Company of America Class A	AIVSX	D+	U.S. Mega Cap	14	0.61%
American Funds Fundamental Investors Class A	ANCFX	C	U.S. Large Cap	15	0.63%
Large Company Index		C	U.S. Large Cap	15	0.09%
Fidelity Small Cap Stock Fund	FSLCX	A--	U.S. Small Cap	15	0.67%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	15	0.26%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C-	U.S. Mid Cap	15	0.09%
Total Stock Market Index		C	U.S. All Cap	15	0.05%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	C	U.S. Large Cap	15	0.75%
Fidelity Capital Appreciation Fund	FDCAX	D	U.S. Large Cap	15	0.77%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	B	U.S. Large Cap	15	0.16%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	D	U.S. All Cap	16	0.19%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	C	U.S. All Cap	16	0.5%
Small/Mid-Cap Index		B--	U.S. Small Cap	17	0.1%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	B--	U.S. Small Cap	17	0.09%
Fidelity Stock Selector Small Cap Fund	FDSCX	A--	U.S. Small Cap	17	0.91%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	D-	U.S. Mid Cap	17	0.28%
Fidelity Leveraged Company Stock Fund	FLVCX	D	U.S. All Cap	18	0.82%
Income Plus Fund		B	U.S. Large Cap	4	0.17%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	A	U.S. Large Cap	4	0.18%
Target Retirement 2015		A	U.S. Large Cap	5	0.17%
Conservative Portfolio		A	U.S. Large Cap	5	0.15%
Fidelity Freedom 2015 Fund Class K	FSNLX	A	U.S. All Cap	5	0%
Fidelity Capital & Income Fund	FAGIX	B	U.S. All Cap	6	0.71%
Target Retirement 2020		B	U.S. Large Cap	6	0.17%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	6	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	B	U.S. All Cap	7	0%
Moderate Portfolio		B	U.S. All Cap	7	0.16%
Target Retirement 2025		B	U.S. All Cap	8	0.18%
Vanguard Wellington Fund Admiral Shares	VWENX	A	U.S. Large Cap	8	0.18%
American Funds Balanced Portfolio Class A	BLPAX	B+	U.S. Mega Cap	8	0.35%
Target Retirement 2030		B	U.S. All Cap	9	0.18%
Vanguard Star Fund Investor Shares	VGSTX	B	U.S. All Cap	9	0.34%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	9	0%
Target Retirement 2035		B	U.S. All Cap	10	0.19%
Fidelity Balanced Fund	FBALX	B	U.S. All Cap	10	0.57%
U.S. Equities - Growth
Fidelity Convertible Securities Fund	FCVSX	B	U.S. Mid Cap - Growth	12	0.72%
High Yield & Emerging Market Bond		A	U.S. All Cap - Growth	13	0%
American Funds SMALLCAP World Fund Class A	SMCWX	B	U.S. Mid Cap - Growth	14	1.13%
American Funds New Perspective Fund Class A	ANWPX	C	U.S. All Cap - Growth	14	0.79%
American Funds AMCAP Fund Class A	AMCPX	D	U.S. All Cap - Growth	15	0.7%
Fidelity Fund	FFIDX	C+	U.S. Large Cap - Growth	16	0.53%
American Funds The Growth Fund of America Class A	AGTHX	D	U.S. All Cap - Growth	16	0.7%
Fidelity Independence Fund	FDFFX	D+	U.S. Large Cap - Growth	16	0.6%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	C	U.S. Mid Cap - Growth	16	0.09%
Fidelity Focused Stock Fund	FTQGX	F+	U.S. Large Cap - Growth	17	0.89%
Fidelity Contrafund Fund	FCNTX	D+	U.S. Large Cap - Growth	17	0.66%
Fidelity Growth Discovery Fund	FDSVX	D	U.S. All Cap - Growth	17	0.81%
Large-Cap Growth Index		C+	U.S. Large Cap - Growth	17	0.08%
Fidelity Trend Fund	FTRNX	C+	U.S. Large Cap - Growth	18	0.78%
Small-Cap Growth Index		B--	U.S. Small Cap - Growth	18	0%
Vanguard Explorer Fund Admiral Shares	VEXRX	B--	U.S. Small Cap - Growth	18	0.34%
Fidelity Blue Chip Growth Fund	FBGRX	D	U.S. All Cap - Growth	19	0.74%
Fidelity OTC Portfolio	FOCPX	C+	U.S. Mega Cap - Growth	19	0.74%
Fidelity Growth Company	FDGRX	C	U.S. All Cap - Growth	20	0.83%
U.S. Equities - Value
Fidelity Canada Fund	FICDX	B	U.S. All Cap - Value	11	0.86%
Fidelity Mid-Cap Stock Fund	FMCSX	B-	U.S. Mid Cap - Value	12	0.78%
Fidelity Equity-Income Fund	FEQIX	C	U.S. Mega Cap - Value	13	0.64%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C	U.S. Mega Cap - Value	13	0.21%
Fidelity Low-Priced Stock Fund	FLPSX	B	U.S. All Cap - Value	13	0.79%
Large-Cap Value Index		C	U.S. Large Cap - Value	14	0.08%
Vanguard Windsor II Fund Admiral Shares	VWNAX	B	U.S. All Cap - Value	14	0.28%
Dodge & Cox Global Stock Fund	DODWX	C	U.S. All Cap - Value	15	0.65%
Vanguard Selected Value Fund Investor Shares	VASVX	B-	U.S. Mid Cap - Value	15	0.43%
Fidelity Advisor Value Strategies Fund Class I	FASOX	A-	U.S. Mid Cap - Value	15	0.75%
Fidelity Large Cap Stock Fund	FLCSX	B	U.S. All Cap - Value	15	0.88%
Vanguard Windsor Fund Admiral Shares	VWNEX	B	U.S. All Cap - Value	15	0.27%
Fidelity Export and Multinational Fund	FEXPX	B	U.S. All Cap - Value	15	0.79%
Fidelity Dividend Growth Fund	FDGFX	B	U.S. All Cap - Value	15	0.62%
Fidelity Small Cap Discovery Fund	FSCRX	A--	U.S. Small Cap - Value	16	1.01%
Dodge & Cox Stock Fund	DODGX	D	U.S. All Cap - Value	16	0.52%
Small-Cap Value Index		C--	U.S. Small Cap - Value	16	0.09%
Fidelity Value Fund	FDVLX	B-	U.S. Mid Cap - Value	17	0.65%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	B--	U.S. Small Cap - Value	17	0.32%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	D--	U.S. Small Cap - Value	18	0.37%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	D--	U.S. Small Cap - Value	20	0.37%
International Business Machines Corp.	IBM	F	U.S. Mega Cap - Value	22	0%
Dodge & Cox Balanced Fund	DODBX	B	U.S. All Cap - Value	10	0.53%
Specialty
DFA Global Real Estate Securities Portfolio	DFGEX	A+	U.S. Real Estate	11	0.32%
Global REIT Stock Index		A+	U.S. Real Estate	12	0%
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	D--	Commodities	13	0.99%
REIT Index		B+	U.S. Real Estate	14	0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	B+	U.S. Real Estate	15	0%
Fidelity Real Estate Investment Portfolio	FRESX	D+	U.S. Real Estate	15	0.8%
Fidelity Real Estate Income Fund	FRIFX	A+	U.S. Real Estate	5	0.84%
Global & Intl. Equity
International Real Estate Index		A--	Pacific ex-Japan	10	0%
American Funds International Growth and Income Fund Class A	IGAAX	C+	International Large Cap - Growth	12	0.91%
DFA International Small Company Portfolio Institutional Class	DFISX	B	Europe	12	0.54%
Fidelity International Discovery Fund	FIGRX	C+	International Large Cap - Growth	12	0.98%
DFA Large Cap International Portfolio Institutional Class	DFALX	C	International Large Cap	12	0.29%
Fidelity Overseas Fund	FOSFX	B+	International Large Cap - Growth	12	1.06%
Fidelity Diversified International Fund	FDIVX	B+	International Large Cap - Growth	12	0.92%
Pacific Stock Index		B-	Pacific	12	0.12%
International Stock Market Index		B	International Large Cap	12	0.34%
European Stock Index		B	Europe	12	0.12%
American Funds New World Fund Class A	NEWFX	A--	Emerging Markets	12	1.06%
DFA International Small Cap Value Portfolio Institutional Class	DISVX	C	Europe	12	0.69%
American Funds EuroPacific Growth Fund Class A	AEPGX	C+	International Large Cap - Growth	13	0.84%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	F--	Emerging Markets	13	0.57%
Fidelity Europe Fund	FIEUX	B	Europe	13	1.02%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	C--	Emerging Markets	13	0.57%
Fidelity Pacific Basin Fund	FPBFX	A-	Pacific	13	1.21%
Vanguard International Explorer Fund Investor Shares	VINEX	C	Europe	13	0.36%
DFA International Value Portfolio Institutional Class	DFIVX	B--	International Large Cap - Value	13	0.43%
Fidelity Japan Fund	FJPNX	A-	Pacific	14	0.91%
Fidelity Emerging Asia Fund	FSEAX	A--	Emerging Markets	14	1.05%
Vanguard International Growth Fund Admiral Shares	VWILX	C+	International Large Cap - Growth	16	0.35%
Emerging Market Stock Index		C--	Emerging Markets	16	0.67%
Fidelity China Region Fund	FHKCX	A--	Emerging Markets	19	0.98%
Fidelity Freedom Income Class K	FNSHX	A+	International Large Cap - Growth	3	0%
Fidelity Latin America Fund	FLATX	A--	Emerging Markets	21	1.03%
Fidelity Freedom 2005 Fund Class K	FSNJX	A+	International Large Cap - Growth	3	0%
Fidelity Freedom 2010 Fund Class K	FSNKX	A+	International Large Cap - Growth	4	0%
PIMCO All Asset Fund Administrative Class	PAALX	B	Emerging Markets	4	0.32%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	C	Emerging Markets	5	0.18%
Fidelity International Real Estate Fund	FIREX	A+	International Large Cap - Growth	8	1.14%
Fidelity International Small Cap Fund	FISMX	B-	Pacific	10	1.31%
Bonds
Interest Income Fund		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 Investment-Grade Fund Admiral Shares	VFSUX	B++	U.S. Treasury - Short / Intermediate	2	0.1%
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C+	U.S. Treasury - Short	2	0.1%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C++	U.S. Treasury - Short / Intermediate	2	0.1%
Fidelity GNMA Fund	FGMNX	C++	Bond - U.S. Mortgages	2	0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class	PGDAX	B++	Bond - Multi Sector	2	0.8%
Fidelity Limited Term Government Fund	FFXSX	C++	U.S. Treasury - Short / Intermediate	2	0.45%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	C++	U.S. Treasury - Short / Intermediate	2	0.1%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	C++	U.S. Treasury - TIPS	10	0.55%
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	C++	U.S. Treasury - Long	11	0.72%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C++	U.S. Treasury - Long	11	0.1%
PIMCO GNMA Fund Institutional Class	PDMIX	C++	Bond - U.S. Mortgages	2	0.5%
PIMCO Low Duration Fund Administrative Class	PLDAX	C++	Bond - Multi Sector	2	0.71%
Vanguard GNMA Fund Admiral Shares	VFIJX	C++	Bond - U.S. Mortgages	2	0.11%
Dodge & Cox Income Fund	DODIX	B++	Bond - U.S. Corporate	2	0.43%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class	PFRAX	C++	Bond - U.S. Municipals	2	0.75%
Fidelity Floating Rate High Income Fund	FFRHX	C++	Bond - U.S. High Yield	3	0.7%
Fidelity Intermediate Government Income Fund	FSTGX	C++	U.S. Treasury - Short / Intermediate	3	0.45%
Fidelity Intermediate Bond Fund	FTHRX	B++	U.S. Treasury - Short / Intermediate	3	0.45%
Fidelity Total Bond Fund	FTBFX	C++	Bond - U.S. Corporate	3	0.45%
PIMCO Diversified Income Fund Administrative Class	PDAAX	B++	Bond - Emerging Market	3	1%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B++	U.S. Treasury - Intermediate	3	0.1%
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	C++	U.S. Treasury - TIPS	3	0.8%
American Funds Capital World Bond Fund Class A	CWBFX	B++	U.S. Treasury - TIPS	3	0.91%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	C++	U.S. Treasury - Short / Intermediate	3	0.46%
Total Bond Market		B++	Bond - Multi Sector	4	0.07%
Fidelity Government Income Fund	FGOVX	C++	U.S. Treasury - Intermediate	4	0.45%
PIMCO High Yield Fund Administrative Class	PHYAX	C++	Bond - U.S. High Yield	4	0.8%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C++	U.S. Treasury - Short / Intermediate	4	0.1%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	A++	Bond - Multi Sector	4	0.5%
Fidelity High Income Fund	SPHIX	C++	Bond - U.S. High Yield	4	0.72%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C++	U.S. Treasury - TIPS	4	0.1%
Inflation Protected Bond		C++	U.S. Treasury - TIPS	4	0.2%
PIMCO Real Return Fund Administrative Class	PARRX	C++	U.S. Treasury - TIPS	4	0.7%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	B++	Bond - U.S. High Yield	4	0.13%
PIMCO Total Return Fund Administrative Class	PTRAX	C++	Bond - Multi Sector	4	0.71%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	B++	U.S. Treasury - Intermediate	4	0.1%
PIMCO Foreign Bond (Unhedged) Fund Administrative Class	PFUUX	C++	U.S. Treasury - TIPS	5	0.75%
Fidelity New Markets Income Fund	FNMIX	F++	Bond - Emerging Market	5	0.84%
Long-Term Corporate Bond		C++	Bond - U.S. Corporate	7	0%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	A++	U.S. Treasury - Long	8	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	A++	U.S. Treasury - Long	9	0.07%
Other
Vanguard Convertible Securities Fund Investor Shares	VCVSX		Other	0	0.63%
Vanguard Morgan Growth Fund Admiral Shares	VMRAX		Other	0	0.25%
Fidelity Global Balanced Fund	FGBLX		Other	0	1%
Fidelity Strategic Income Fund	FSICX		Other	0	0.69%
PIMCO Emerging Markets Bond Fund Administrative Class	PEBAX		Other	0	1.08%
PIMCO Emerging Local Bond Fund Administrative Class	PEBLX		Other	0	1.15%
PIMCO Mortgage-Backed Securities Fund Administrative Class	PMTAX		Other	0	0.75%
Fidelity Inflation-Protected Bond Index Fund Institutional Class	FIPBX		Other	0	0.07%
PIMCO Unconstrained Bond Fund Administrative Class	PUBFX		Other	0	1.15%

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