Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

IBM 401(k) Plus Plan

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

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 Star Fund Investor SharesVGSTXDU.S. All Cap10fund risk0.34%
Fidelity Balanced Fund Class KFBAKXDU.S. All Cap11fund risk0.46%
Fidelity Low-Priced Stock Fund Class KFLPKXF--U.S. Mid Cap13fund risk0.68%
Fidelity Mid-Cap Stock Fund Class KFKMCXC--U.S. Mid Cap13fund risk0.65%
American Funds Capital World Growth and Income Fund Class R-6RWIGXFU.S. Large Cap14fund risk0.45%
Vanguard Global Equity Fund Investor SharesVHGEXFU.S. All Cap15fund risk0.61%
American Funds Washington Mutual Investors Fund Class R-6RWMGXBU.S. Large Cap15fund risk0.3%
American Funds Investment Company of America Class R-6RICGXDU.S. Large Cap15fund risk0.3%
Fidelity Small Cap Stock FundFSLCXD--U.S. Small Cap16fund risk0.67%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC--U.S. Mid Cap16fund risk0.08%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap17fund risk0.31%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXD--U.S. Small Cap17fund risk0.32%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap17fund risk0.19%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB--U.S. Small Cap17fund risk0.08%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap17fund risk0.5%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap17fund risk0.26%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap17fund risk0.37%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC+U.S. Mega Cap18fund risk0.16%
Fidelity Stock Selector Small Cap FundFDSCXB--U.S. Small Cap18fund risk0.91%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXBU.S. All Cap18fund risk0.5%
Vanguard Strategic Equity Fund Investor SharesVSEQXD--U.S. Mid Cap19fund risk0.28%
Fidelity Fund Class KFFDKXF+U.S. Mega Cap19fund risk0.41%
Vanguard Target Retirement Income Fund Investor SharesVTINXCU.S. Large Cap4fund risk0.17%
Fidelity Freedom 2005 Fund Class KFSNJXCU.S. Large Cap4fund risk0%
Fidelity Freedom 2010 Fund Class KFSNKXDU.S. Large Cap6fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXDU.S. All Cap7fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXDU.S. All Cap8fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXDU.S. All Cap9fund risk0%
American Funds American Balanced Fund Class R-6RLBGXCU.S. Large Cap9fund risk0.29%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXCU.S. Mid Cap - Growth12fund risk0.72%
American Funds SMALLCAP World Fund Class R-6RLLGXFU.S. Mid Cap - Growth15fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXF+U.S. Large Cap - Growth17fund risk0.45%
Fidelity Fifty FundFFTYXC+U.S. All Cap - Growth17fund risk0.83%
American Funds AMCAP Fund Class R-6RAFGXD+U.S. All Cap - Growth17fund risk0.37%
American Funds The New Economy Fund Class R-6RNGGXD+U.S. All Cap - Growth18fund risk0.48%
American Funds The Growth Fund of America Class R-6RGAGXD+U.S. All Cap - Growth18fund risk0.34%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXCU.S. Mid Cap - Growth19fund risk0.51%
Fidelity Independence Fund Class KFDFKXF+U.S. All Cap - Growth19fund risk0.5%
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth19fund risk0.34%
Fidelity Capital Appreciation Fund Class KFCAKXD+U.S. All Cap - Growth19fund risk0.63%
Fidelity Contrafund Fund Class KFCNKXD+U.S. Large Cap - Growth21fund risk0.56%
Fidelity Growth Discovery Fund Class KFGDKXD+U.S. Large Cap - Growth21fund risk0.67%
Vanguard Morgan Growth Fund Admiral SharesVMRAXC+U.S. All Cap - Growth21fund risk0.25%
Fidelity Trend FundFTRNXC+U.S. All Cap - Growth21fund risk0.78%
Fidelity Leveraged Company Stock Fund Class KFLCKXF+U.S. All Cap - Growth21fund risk0.68%
Fidelity Blue Chip Growth Fund Class KFBGKXB+U.S. All Cap - Growth22fund risk0.6%
Fidelity OTC Portfolio Class KFOCKXD+U.S. All Cap - Growth23fund risk0.6%
Fidelity Growth Company Fund Class KFGCKXF+U.S. All Cap - Growth23fund risk0.71%
Fidelity Capital & Income FundFAGIXF+U.S. All Cap - Growth6fund risk0.71%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXC-U.S. All Cap - Value10fund risk0.53%
American Funds American Mutual Fund Class R-6RMFGXA-U.S. Large Cap - Value13fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXA-U.S. Large Cap - Value14fund risk0.31%
Fidelity Equity-Income Fund Class KFEIKXC-U.S. Large Cap - Value14fund risk0.52%
Vanguard Equity-Income Fund Admiral SharesVEIRXB-U.S. Large Cap - Value15fund risk0.21%
Fidelity Dividend Growth Fund Class KFDGKXC-U.S. Large Cap - Value15fund risk0.47%
Fidelity Small Cap Discovery FundFSCRXC--U.S. Small Cap - Value15fund risk1.01%
Fidelity Advisor Value Strategies Fund Class KFVSKXF--U.S. Mid Cap - Value15fund risk0.57%
Fidelity Value Fund Class KFVLKXF--U.S. Mid Cap - Value15fund risk0.52%
Dodge & Cox Global Stock FundDODWXF-U.S. All Cap - Value16fund risk0.65%
Vanguard Windsor II Fund Admiral SharesVWNAXD-U.S. Large Cap - Value16fund risk0.28%
Vanguard Selected Value Fund Investor SharesVASVXF--U.S. Mid Cap - Value16fund risk0.43%
Vanguard Windsor Fund Admiral SharesVWNEXF-U.S. All Cap - Value16fund risk0.27%
Fidelity Large Cap Stock FundFLCSXD-U.S. All Cap - Value17fund risk0.88%
Dodge & Cox Stock FundDODGXC-U.S. All Cap - Value17fund risk0.52%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value18fund risk0.37%
Fidelity Export and Multinational Fund Class KFEXKXF-U.S. All Cap - Value18fund risk0.63%
Vanguard Wellesley Income Fund Admiral SharesVWIAXC-U.S. Large Cap - Value5fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXB-U.S. Large Cap - Value10fund risk0.18%
Specialty     
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXF--Commodities12fund risk0.74%
DFA Global Real Estate Securities PortfolioDFGEXB-U.S. Real Estate13fund risk0.32%
Fidelity Real Estate Investment PortfolioFRESXA-U.S. Real Estate17fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB-U.S. Real Estate17fund risk0%
American Funds Capital World Bond Fund Class R-6RCWGXC+Gold4fund risk0.52%
Fidelity Real Estate Income FundFRIFXB-U.S. Real Estate5fund risk0.84%
Global & Intl. Equity     
Fidelity International Real Estate FundFIREXB--International Large Cap - Growth10fund risk1.14%
Fidelity International Small Cap FundFISMXF--International Large Cap - Growth11fund risk1.31%
DFA International Small Company Portfolio Institutional ClassDFISXF--International Large Cap - Growth13fund risk0.54%
Vanguard International Value Fund Investor SharesVTRIXC--International Large Cap13fund risk0.43%
DFA Large Cap International Portfolio Institutional ClassDFALXC--International Large Cap13fund risk0.29%
DFA International Vector Equity Portfolio Institutional ClassDFVQXF--International Large Cap13fund risk0.51%
American Funds International Growth and Income Fund Class R-6RIGGXD--International Large Cap - Growth13fund risk0.59%
Fidelity Canada FundFICDXD--International Large Cap - Growth14fund risk0.86%
Fidelity International Discovery Fund Class KFIDKXF--International Large Cap - Growth14fund risk0.83%
Fidelity Overseas Fund Class KFOSKXD--International Large Cap - Growth14fund risk0.9%
Vanguard International Explorer Fund Investor SharesVINEXF--International Large Cap - Growth14fund risk0.36%
Fidelity Diversified International Fund Class KFDIKXD--International Large Cap - Growth14fund risk0.78%
American Funds New World Fund Class R-6RNWGXC--Emerging Markets15fund risk0.65%
DFA International Value Portfolio Institutional ClassDFIVXD--International Large Cap - Value15fund risk0.43%
American Funds EuroPacific Growth Fund Class R-6RERGXD--International Large Cap - Growth15fund risk0.49%
Fidelity Europe FundFIEUXC--Europe15fund risk1.02%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXB--Emerging Markets15fund risk0.57%
Dodge & Cox International Stock FundDODFXC--Europe15fund risk0.64%
Fidelity Pacific Basin FundFPBFXC--Pacific16fund risk1.21%
DFA Emerging Markets Portfolio Institutional ClassDFEMXB--Emerging Markets16fund risk0.57%
Fidelity Japan FundFJPNXC--Pacific17fund risk0.91%
Vanguard International Growth Fund Admiral SharesVWILXB--International Large Cap - Growth18fund risk0.35%
Fidelity China Region FundFHKCXC--Emerging Markets22fund risk0.98%
Fidelity Latin America FundFLATXA--Emerging Markets25fund risk1.03%
Fidelity Freedom Income Class KFNSHXC--International Large Cap - Growth3fund risk0%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXD--Europe4fund risk0.55%
PIMCO All Asset Fund Institutional ClassPAAIXD--Emerging Markets5fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC--International Large Cap5fund risk0.18%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXC--Europe6fund risk0.5%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXD--Emerging Markets9fund risk0.9%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Fidelity Short-Term Bond FundFSHBXC+U.S. Treasury - Short1fund risk0.45%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXC+U.S. Treasury - Short1fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC+U.S. Treasury - Short / Intermediate1fund risk0.1%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXC+U.S. Treasury - Short / Intermediate1fund risk0.07%
PIMCO Low Duration III Fund Institutional ClassPLDIXCBond - Multi Sector1fund risk0.5%
Fidelity Limited Term Government FundFFXSXC+U.S. Treasury - Short1fund risk0.45%
PIMCO Low Duration Fund Institutional ClassPTLDXCBond - Multi Sector1fund risk0.46%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXC+U.S. Treasury - Short1fund risk0%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXC+Bond - U.S. Municipals2fund risk0.5%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXC-Bond - Emerging Market2fund risk0.55%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXCBond - Multi Sector2fund risk0.9%
Fidelity Floating Rate High Income FundFFRHXD-Bond - U.S. High Yield2fund risk0.7%
Fidelity Intermediate Government Income FundFSTGXC+U.S. Treasury - Short / Intermediate2fund risk0.45%
Dodge & Cox Income FundDODIXC-Bond - U.S. Corporate2fund risk0.43%
Fidelity Intermediate Bond FundFTHRXC+U.S. Treasury - Short / Intermediate2fund risk0.45%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC+U.S. Treasury - Short / Intermediate2fund risk0.46%
Vanguard GNMA Fund Admiral SharesVFIJXC+Bond - U.S. Mortgages2fund risk0.11%
Fidelity GNMA FundFGMNXC+Bond - U.S. Mortgages2fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXC+U.S. Treasury - Intermediate2fund risk0.1%
Fidelity Total Bond FundFTBFXC-Bond - U.S. Corporate3fund risk0.45%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXBBond - Multi Sector3fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXC+Bond - U.S. Mortgages3fund risk0.5%
Fidelity Government Income FundFGOVXC+U.S. Treasury - Intermediate3fund risk0.45%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC+U.S. Treasury - Short / Intermediate3fund risk0.1%
PIMCO Total Return III Fund Institutional ClassPTSAXCBond - Multi Sector3fund risk0.5%
PIMCO Diversified Income Fund Institutional ClassPDIIXC-Bond - Emerging Market3fund risk0.75%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXCU.S. Treasury - TIPS3fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXDU.S. Treasury - TIPS3fund risk0.45%
PIMCO Total Return Fund Institutional ClassPTTRXCBond - Multi Sector3fund risk0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXC+U.S. Treasury - Intermediate3fund risk0.07%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXCBond - Multi Sector3fund risk0.5%
Fidelity High Income FundSPHIXD-Bond - U.S. High Yield4fund risk0.72%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXD-Bond - U.S. High Yield4fund risk0.13%
PIMCO High Yield Fund Institutional ClassPHIYXD-Bond - U.S. High Yield4fund risk0.55%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXC-Bond - Emerging Market4fund risk0.83%
Fidelity New Markets Income FundFNMIXF-Bond - Emerging Market5fund risk0.84%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXC-Bond - U.S. Corporate6fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXD+U.S. Treasury - Long7fund risk0.07%
PIMCO Real Return Asset Fund Institutional ClassPRAIXFU.S. Treasury - TIPS8fund risk0.55%
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXC+U.S. Treasury - Long9fund risk0.47%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC+U.S. Treasury - Long9fund risk0.1%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Fidelity Global Balanced FundFGBLX Other0fund risk1%
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information