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
Target Retirement 2015		B	U.S. All Cap	11	0.17%
Conservative Portfolio		B	U.S. All Cap	13	0.15%
Target Retirement 2020		C	U.S. All Cap	16	0.17%
Target Retirement 2025		C	U.S. All Cap	19	0.18%
Moderate Portfolio		C	U.S. All Cap	19	0.16%
American Funds Balanced Portfolio Class A	BLPAX	C	U.S. All Cap	20	0.35%
Fidelity Freedom 2030 Fund Class K	FSNQX	B	U.S. All Cap	20	0%
Vanguard Star Fund Investor Shares	VGSTX	A	U.S. All Cap	21	0.34%
Target Retirement 2030		C	U.S. All Cap	21	0.18%
Vanguard Wellington Fund Admiral Shares	VWENX	D	U.S. All Cap	22	0.18%
Target Retirement 2035		C	U.S. All Cap	24	0.19%
Fidelity Balanced Fund	FBALX	A	U.S. All Cap	25	0.57%
Fidelity Freedom 2035 Fund Class K	FSNUX	B	U.S. All Cap	25	0%
Aggressive Portfolio		C	U.S. All Cap	25	0.17%
Target Retirement 2040		C	U.S. All Cap	26	0.19%
Fidelity Freedom 2045 Fund Class K	FSNZX	B	U.S. All Cap	27	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	B	U.S. All Cap	27	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	B	U.S. All Cap	28	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	B	U.S. All Cap	28	0%
Target Retirement 2055		C	U.S. All Cap	29	0.19%
Target Retirement 2050		C	U.S. All Cap	29	0.19%
Target Retirement 2045		C	U.S. All Cap	29	0.19%
American Funds Capital World Growth and Income Fund Class A	CWGIX	C	U.S. All Cap	30	0.8%
American Funds Investment Company of America Class A	AIVSX	D	U.S. Large Cap	30	0.61%
American Funds AMCAP Fund Class A	AMCPX	C	U.S. Large Cap	31	0.7%
Vanguard Global Equity Fund Investor Shares	VHGEX	A	U.S. All Cap	31	0.61%
American Funds New Perspective Fund Class A	ANWPX	A	U.S. Large Cap	31	0.79%
Fidelity Low-Priced Stock Fund	FLPSX	F	U.S. Mid Cap	33	0.79%
American Funds Fundamental Investors Class A	ANCFX	D	U.S. All Cap	33	0.63%
American Funds Washington Mutual Investors Fund Class A	AWSHX	F	U.S. All Cap	34	0.6%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	D	U.S. All Cap	34	0.5%
Large Company Index		C	U.S. Large Cap	34	0.09%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	D	U.S. Large Cap	34	0.26%
Total Stock Market Index		C	U.S. All Cap	35	0.05%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	F	U.S. Large Cap	35	0.75%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C	U.S. Mega Cap	35	0.16%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	D	U.S. All Cap	36	0.19%
Vanguard Windsor II Fund Admiral Shares	VWNAX	D	U.S. All Cap	36	0.28%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C	U.S. Mid Cap	36	0.09%
Fidelity Stock Selector Small Cap Fund	FDSCX	C+	U.S. Small Cap	37	0.91%
Fidelity Small Cap Stock Fund	FSLCX	F+	U.S. Small Cap	39	0.67%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C	U.S. Mid Cap	40	0.09%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	F	U.S. Mid Cap	40	0.28%
Fidelity Leveraged Company Stock Fund	FLVCX	A	U.S. Mid Cap	42	0.82%
Fidelity Export and Multinational Fund	FEXPX	F	U.S. Mid Cap	43	0.79%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	F+	U.S. Small Cap	43	0.37%
High Yield & Emerging Market Bond		F++	U.S. Micro Cap	49	0%
Income Plus Fund		B	U.S. All Cap	10	0.17%
U.S. Equities - Growth
Fidelity Convertible Securities Fund	FCVSX	A++	U.S. Mid Cap - Growth	22	0.72%
American Funds SMALLCAP World Fund Class A	SMCWX	A++	U.S. Mid Cap - Growth	30	1.13%
American Funds The Growth Fund of America Class A	AGTHX	B++	U.S. All Cap - Growth	32	0.7%
Fidelity Contrafund Fund	FCNTX	D++	U.S. Large Cap - Growth	33	0.66%
Fidelity Fund	FFIDX	F++	U.S. Large Cap - Growth	34	0.53%
Fidelity Capital Appreciation Fund	FDCAX	C++	U.S. All Cap - Growth	35	0.77%
Fidelity Independence Fund	FDFFX	F++	U.S. Large Cap - Growth	35	0.6%
Fidelity Focused Stock Fund	FTQGX	D++	U.S. All Cap - Growth	35	0.89%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	C++	U.S. Mid Cap - Growth	35	0.09%
Fidelity Trend Fund	FTRNX	A++	U.S. Large Cap - Growth	35	0.78%
Fidelity OTC Portfolio	FOCPX	D++	U.S. Mega Cap - Growth	35	0.74%
Large-Cap Growth Index		C++	U.S. Large Cap - Growth	35	0.08%
Fidelity Growth Discovery Fund	FDSVX	C++	U.S. All Cap - Growth	36	0.81%
Fidelity Growth Company	FDGRX	A++	U.S. All Cap - Growth	36	0.83%
Fidelity Blue Chip Growth Fund	FBGRX	A++	U.S. All Cap - Growth	37	0.74%
Small-Cap Growth Index		C++	U.S. Small Cap - Growth	37	0%
Vanguard Explorer Fund Admiral Shares	VEXRX	C++	U.S. Small Cap - Growth	38	0.34%
Small/Mid-Cap Index		C++	U.S. Small Cap - Growth	39	0.1%
U.S. Equities - Value
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	B--	U.S. Large Cap - Value	13	0.18%
Dodge & Cox Balanced Fund	DODBX	B--	U.S. All Cap - Value	28	0.53%
American Funds American Mutual Fund Class A	AMRMX	C--	U.S. Mega Cap - Value	29	0.61%
Fidelity Equity-Income Fund	FEQIX	B--	U.S. Mega Cap - Value	31	0.64%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	A--	U.S. Mega Cap - Value	32	0.31%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C--	U.S. Mega Cap - Value	34	0.21%
Fidelity Large Cap Stock Fund	FLCSX	A--	U.S. Large Cap - Value	36	0.88%
Fidelity Mid-Cap Stock Fund	FMCSX	B--	U.S. Mid Cap - Value	36	0.78%
Large-Cap Value Index		C--	U.S. Large Cap - Value	36	0.08%
Dodge & Cox Global Stock Fund	DODWX	A--	U.S. All Cap - Value	37	0.65%
Vanguard Windsor Fund Admiral Shares	VWNEX	A--	U.S. All Cap - Value	40	0.27%
Dodge & Cox Stock Fund	DODGX	A--	U.S. All Cap - Value	40	0.52%
International Business Machines Corp.	IBM	F--	U.S. Mega Cap - Value	41	0%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	B--	U.S. Mid Cap - Value	41	0.32%
Fidelity Dividend Growth Fund	FDGFX	D--	U.S. All Cap - Value	41	0.62%
Fidelity Small Cap Discovery Fund	FSCRX	B--	U.S. Small Cap - Value	43	1.01%
Small-Cap Value Index		C--	U.S. Mid Cap - Value	44	0.09%
Fidelity Advisor Value Strategies Fund Class I	FASOX	B--	U.S. Mid Cap - Value	44	0.75%
Fidelity Value Fund	FDVLX	A--	U.S. Mid Cap - Value	45	0.65%
Vanguard Selected Value Fund Investor Shares	VASVX	B--	U.S. Mid Cap - Value	46	0.43%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	C--	U.S. Small Cap - Value	47	0.37%
Specialty
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	A--	Commodities	20	0.99%
Fidelity Real Estate Income Fund	FRIFX	B--	U.S. Real Estate	24	0.84%
DFA Global Real Estate Securities Portfolio	DFGEX	C--	U.S. Real Estate	37	0.32%
Global REIT Stock Index		D--	U.S. Real Estate	39	0%
Fidelity Real Estate Investment Portfolio	FRESX	F--	U.S. Real Estate	41	0.8%
REIT Index		C--	U.S. Real Estate	42	0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	B--	U.S. Real Estate	43	0%
Global & Intl. Equity
Fidelity Freedom 2010 Fund Class K	FSNKX	B	International Small Cap	11	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	A	International Small Cap	13	0%
PIMCO All Asset Fund Administrative Class	PAALX	C	International Small Cap	14	0.32%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	B-	International Large Cap - Value	15	0.18%
Fidelity Freedom 2020 Fund Class K	FSNOX	A	International Small Cap	15	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	A--	International Large Cap	17	0%
Fidelity International Real Estate Fund	FIREX	F	International Small Cap	24	1.14%
Fidelity Japan Fund	FJPNX	A++	Japan	25	0.91%
Fidelity International Small Cap Fund	FISMX	B	International Small Cap	25	1.31%
Fidelity Pacific Basin Fund	FPBFX	A+	Emerging Markets	26	1.21%
Pacific Stock Index		C+	Pacific	27	0.12%
Fidelity China Region Fund	FHKCX	A+	Emerging Markets	28	0.98%
Fidelity Overseas Fund	FOSFX	A--	Europe	28	1.06%
American Funds EuroPacific Growth Fund Class A	AEPGX	A	International Large Cap - Growth	28	0.84%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	F+	Emerging Markets	28	0.57%
American Funds New World Fund Class A	NEWFX	A+	Emerging Markets	28	1.06%
Fidelity Diversified International Fund	FDIVX	B	International Large Cap - Growth	28	0.92%
Fidelity International Discovery Fund	FIGRX	A--	Europe	29	0.98%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	C+	Emerging Markets	29	0.57%
International Real Estate Index		F	International Small Cap	29	0%
DFA International Small Company Portfolio Institutional Class	DFISX	C	International Small Cap	29	0.54%
Vanguard International Explorer Fund Investor Shares	VINEX	B	International Small Cap	29	0.36%
Fidelity Europe Fund	FIEUX	A--	Europe	30	1.02%
Fidelity Emerging Asia Fund	FSEAX	A+	Emerging Markets	30	1.05%
American Funds International Growth and Income Fund Class A	IGAAX	B--	Europe	30	0.91%
DFA Large Cap International Portfolio Institutional Class	DFALX	C--	International Large Cap	30	0.29%
DFA International Small Cap Value Portfolio Institutional Class	DISVX	F	International Small Cap	30	0.69%
Vanguard International Growth Fund Admiral Shares	VWILX	A	International Large Cap - Growth	31	0.35%
International Stock Market Index		C--	International Large Cap	31	0.34%
European Stock Index		C--	Europe	33	0.12%
Emerging Market Stock Index		C+	Emerging Markets	34	0.67%
Fidelity Canada Fund	FICDX	C--	Europe	34	0.86%
DFA International Value Portfolio Institutional Class	DFIVX	B--	International Large Cap - Value	36	0.43%
Fidelity Latin America Fund	FLATX	F+	Emerging Markets	49	1.03%
Fidelity Freedom Income Class K	FNSHX	A	International Small Cap	6	0%
Fidelity Freedom 2005 Fund Class K	FSNJX	B	International Small Cap	8	0%
Bonds
Interest Income Fund		C	U.S. Cash / Money Market	0	0%
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C++	U.S. Treasury - Short / Intermediate	1	0.1%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	B+	Bond - Multi Sector	2	0.1%
Fidelity Limited Term Government Fund	FFXSX	C++	U.S. Treasury - Short / Intermediate	2	0.45%
Vanguard Short-Term Bond Index Fund Admiral Shares	VBIRX	B+	Bond - Multi Sector	2	0.1%
PIMCO Low Duration Fund Administrative Class	PLDAX	B+	Bond - Multi Sector	2	0.71%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C	Bond - U.S. High Yield	11	0.13%
Fidelity Floating Rate High Income Fund	FFRHX	C	Bond - U.S. High Yield	11	0.7%
PIMCO High Yield Fund Administrative Class	PHYAX	C	Bond - U.S. High Yield	11	0.8%
Fidelity High Income Fund	SPHIX	C	Bond - U.S. High Yield	12	0.72%
Fidelity New Markets Income Fund	FNMIX	C	Bond - Emerging Market	12	0.84%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	B+	Bond - Multi Sector	14	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	B+	Bond - Multi Sector	15	0.07%
Fidelity Capital & Income Fund	FAGIX	A	Bond - U.S. High Yield	17	0.71%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C++	U.S. Treasury - Long	19	0.1%
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	C++	U.S. Treasury - Long	20	0.72%
Fidelity Short-Term Bond Fund	FSHBX	C++	Bond - U.S. Corporate	2	0.45%
Fidelity GNMA Fund	FGMNX	C+	Bond - U.S. Mortgages	2	0.45%
Vanguard GNMA Fund Admiral Shares	VFIJX	C+	Bond - U.S. Mortgages	3	0.11%
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	B++	Bond - U.S. Corporate	3	0.1%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	D++	U.S. Treasury - TIPS	23	0.55%
Long-Term Corporate Bond		D++	Bond - U.S. Corporate	24	0%
Fidelity Intermediate Government Income Fund	FSTGX	C++	U.S. Treasury - Short / Intermediate	3	0.45%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	B+	Bond - Multi Sector	3	0.46%
PIMCO GNMA Fund Institutional Class	PDMIX	B+	Bond - U.S. Mortgages	3	0.5%
Fidelity Intermediate Bond Fund	FTHRX	B++	Bond - U.S. Corporate	4	0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class	PFRAX	B++	Bond - U.S. Corporate	4	0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class	PGDAX	B++	Bond - U.S. Corporate	4	0.8%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C++	U.S. Treasury - Short / Intermediate	4	0.1%
Total Bond Market		B+	Bond - Multi Sector	5	0.07%
Dodge & Cox Income Fund	DODIX	B++	Bond - U.S. Corporate	5	0.43%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B++	Bond - U.S. Corporate	5	0.1%
PIMCO Total Return Fund Administrative Class	PTRAX	B+	Bond - Multi Sector	5	0.71%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	B+	Bond - Multi Sector	5	0.1%
Fidelity Government Income Fund	FGOVX	C++	U.S. Treasury - Intermediate	5	0.45%
Fidelity Total Bond Fund	FTBFX	B++	Bond - U.S. Corporate	6	0.45%
American Funds Capital World Bond Fund Class A	CWBFX	B++	Bond - U.S. Corporate	6	0.91%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C++	U.S. Treasury - TIPS	7	0.1%
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	A	Bond - Emerging Market	7	0.8%
PIMCO Real Return Fund Administrative Class	PARRX	C++	U.S. Treasury - TIPS	8	0.7%
PIMCO Diversified Income Fund Administrative Class	PDAAX	B	Bond - Emerging Market	9	1%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	C++	Bond - U.S. Corporate	9	0.5%
Inflation Protected Bond		C++	U.S. Treasury - TIPS	9	0.2%
PIMCO Foreign Bond (Unhedged) Fund Administrative Class	PFUUX	A++	Bond - U.S. Corporate	10	0.75%
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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