IBM 401(k) Plus Plan

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Target Retirement 2015		B--	U.S. Mid Cap	11	0.17%
Conservative Portfolio		A--	U.S. Mid Cap	12	0.15%
Target Retirement 2020		C	U.S. All Cap	15	0.17%
Moderate Portfolio		C	U.S. All Cap	18	0.16%
Target Retirement 2025		C	U.S. All Cap	18	0.18%
American Funds Balanced Portfolio Class A	BLPAX	C	U.S. All Cap	19	0.35%
Vanguard Star Fund Investor Shares	VGSTX	A	U.S. All Cap	20	0.34%
Target Retirement 2030		C	U.S. All Cap	21	0.18%
Vanguard Wellington Fund Admiral Shares	VWENX	D	U.S. Large Cap	21	0.18%
Target Retirement 2035		D	U.S. All Cap	23	0.19%
Fidelity Balanced Fund	FBALX	A	U.S. All Cap	23	0.57%
Fidelity Freedom 2035 Fund Class K	FSNUX	C	U.S. All Cap	24	0%
Aggressive Portfolio		D	U.S. All Cap	25	0.17%
Target Retirement 2040		D	U.S. All Cap	26	0.19%
Fidelity Freedom 2045 Fund Class K	FSNZX	D	U.S. All Cap	26	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	D	U.S. All Cap	27	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	D	U.S. All Cap	27	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	D	U.S. All Cap	27	0%
Target Retirement 2055		D	U.S. All Cap	28	0.19%
Target Retirement 2050		D	U.S. All Cap	28	0.19%
Target Retirement 2045		D	U.S. All Cap	28	0.19%
American Funds Capital World Growth and Income Fund Class A	CWGIX	D	U.S. All Cap	29	0.8%
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	29	0.61%
Vanguard Global Equity Fund Investor Shares	VHGEX	C	U.S. All Cap	30	0.61%
Fidelity Low-Priced Stock Fund	FLPSX	F--	U.S. Mid Cap	31	0.79%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	F	U.S. Large Cap	32	0.31%
American Funds Fundamental Investors Class A	ANCFX	D	U.S. All Cap	32	0.63%
American Funds Washington Mutual Investors Fund Class A	AWSHX	F	U.S. Large Cap	33	0.6%
Large Company Index		C	U.S. Large Cap	33	0.09%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	F	U.S. All Cap	33	0.5%
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	34	0.05%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	C	U.S. Large Cap	34	0.75%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C+	U.S. Mega Cap	34	0.16%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	F	U.S. All Cap	35	0.19%
Vanguard Windsor II Fund Admiral Shares	VWNAX	F	U.S. All Cap	35	0.28%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	B--	U.S. Mid Cap	36	0.09%
Fidelity Stock Selector Small Cap Fund	FDSCX	C--	U.S. Small Cap	36	0.91%
Fidelity Small Cap Stock Fund	FSLCX	C--	U.S. Small Cap	38	0.67%
Small/Mid-Cap Index		A--	U.S. Small Cap	38	0.1%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	C--	U.S. Small Cap	39	0.09%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	F--	U.S. Mid Cap	39	0.28%
Fidelity Leveraged Company Stock Fund	FLVCX	A--	U.S. Mid Cap	40	0.82%
High Yield & Emerging Market Bond		F-	U.S. Micro Cap	48	0%
U.S. Equities - Growth
Fidelity Convertible Securities Fund	FCVSX	A++	U.S. Mid Cap - Growth	20	0.72%
American Funds SMALLCAP World Fund Class A	SMCWX	B++	U.S. Mid Cap - Growth	29	1.13%
American Funds New Perspective Fund Class A	ANWPX	F++	U.S. All Cap - Growth	30	0.79%
American Funds AMCAP Fund Class A	AMCPX	F++	U.S. All Cap - Growth	30	0.7%
American Funds The Growth Fund of America Class A	AGTHX	C++	U.S. All Cap - Growth	30	0.7%
Fidelity Contrafund Fund	FCNTX	C++	U.S. Large Cap - Growth	31	0.66%
Fidelity OTC Portfolio	FOCPX	A++	U.S. All Cap - Growth	32	0.74%
Fidelity Fund	FFIDX	D++	U.S. Large Cap - Growth	33	0.53%
Fidelity Capital Appreciation Fund	FDCAX	D++	U.S. All Cap - Growth	33	0.77%
Fidelity Trend Fund	FTRNX	B++	U.S. Large Cap - Growth	33	0.78%
Large-Cap Growth Index		C++	U.S. Large Cap - Growth	33	0.08%
Fidelity Focused Stock Fund	FTQGX	D++	U.S. Large Cap - Growth	33	0.89%
Fidelity Growth Discovery Fund	FDSVX	A++	U.S. All Cap - Growth	33	0.81%
Fidelity Independence Fund	FDFFX	F++	U.S. Large Cap - Growth	33	0.6%
Fidelity Growth Company	FDGRX	A++	U.S. All Cap - Growth	34	0.83%
Fidelity Blue Chip Growth Fund	FBGRX	A++	U.S. All Cap - Growth	34	0.74%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	C++	U.S. Mid Cap - Growth	34	0.09%
Small-Cap Growth Index		B+	U.S. Small Cap - Growth	36	0%
Vanguard Explorer Fund Admiral Shares	VEXRX	C+	U.S. Small Cap - Growth	37	0.34%
U.S. Equities - Value
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	A--	U.S. Large Cap - Value	13	0.18%
Dodge & Cox Balanced Fund	DODBX	A--	U.S. All Cap - Value	27	0.53%
American Funds American Mutual Fund Class A	AMRMX	A--	U.S. Mega Cap - Value	28	0.61%
Fidelity Equity-Income Fund	FEQIX	B--	U.S. Mega Cap - Value	30	0.64%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	B--	U.S. Mega Cap - Value	34	0.21%
Fidelity Mid-Cap Stock Fund	FMCSX	B--	U.S. Mid Cap - Value	34	0.78%
Fidelity Large Cap Stock Fund	FLCSX	A--	U.S. Large Cap - Value	35	0.88%
Large-Cap Value Index		C--	U.S. Large Cap - Value	35	0.08%
Dodge & Cox Global Stock Fund	DODWX	B--	U.S. All Cap - Value	36	0.65%
Vanguard Windsor Fund Admiral Shares	VWNEX	A--	U.S. All Cap - Value	38	0.27%
Dodge & Cox Stock Fund	DODGX	A--	U.S. All Cap - Value	39	0.52%
International Business Machines Corp.	IBM	C--	U.S. Mega Cap - Value	39	0%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	B--	U.S. Mid Cap - Value	40	0.32%
Fidelity Dividend Growth Fund	FDGFX	A--	U.S. All Cap - Value	40	0.62%
Fidelity Small Cap Discovery Fund	FSCRX	A--	U.S. Small Cap - Value	41	1.01%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	A--	U.S. Small Cap - Value	42	0.37%
Fidelity Export and Multinational Fund	FEXPX	D--	U.S. Mid Cap - Value	42	0.79%
Small-Cap Value Index		D--	U.S. Mid Cap - Value	42	0.09%
Fidelity Advisor Value Strategies Fund Class I	FASOX	C--	U.S. Mid Cap - Value	43	0.75%
Vanguard Selected Value Fund Investor Shares	VASVX	C--	U.S. Mid Cap - Value	43	0.43%
Fidelity Value Fund	FDVLX	C--	U.S. Mid Cap - Value	43	0.65%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	C--	U.S. Small Cap - Value	45	0.37%
Specialty
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	B--	Commodities	20	0.99%
Fidelity Real Estate Income Fund	FRIFX	D--	U.S. Real Estate	24	0.84%
DFA Global Real Estate Securities Portfolio	DFGEX	F--	U.S. Real Estate	35	0.32%
Global REIT Stock Index		F--	U.S. Real Estate	37	0%
Fidelity Real Estate Investment Portfolio	FRESX	D--	U.S. Real Estate	40	0.8%
REIT Index		B--	U.S. Real Estate	41	0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	D--	U.S. Real Estate	41	0%
Global & Intl. Equity
Fidelity Freedom 2010 Fund Class K	FSNKX	B--	Europe	10	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	A--	International Large Cap	12	0%
PIMCO All Asset Fund Administrative Class	PAALX	A--	International Large Cap - Value	13	0.32%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	F--	International Small Cap	14	0.18%
Fidelity Freedom 2020 Fund Class K	FSNOX	A--	International Large Cap	15	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	A--	International Large Cap	17	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	A--	International Large Cap	19	0%
Fidelity International Real Estate Fund	FIREX	C--	International Small Cap	23	1.14%
Fidelity Japan Fund	FJPNX	A--	Japan	24	0.91%
Fidelity International Small Cap Fund	FISMX	C--	International Small Cap	24	1.31%
Fidelity Pacific Basin Fund	FPBFX	A--	Pacific	25	1.21%
Pacific Stock Index		C--	Pacific	26	0.12%
Fidelity China Region Fund	FHKCX	A--	Emerging Markets	27	0.98%
Fidelity Overseas Fund	FOSFX	A--	Europe	27	1.06%
American Funds EuroPacific Growth Fund Class A	AEPGX	A--	Europe	27	0.84%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	F--	Emerging Markets	27	0.57%
American Funds New World Fund Class A	NEWFX	A--	Emerging Markets	27	1.06%
Fidelity Diversified International Fund	FDIVX	A-	International Large Cap - Growth	27	0.92%
Fidelity International Discovery Fund	FIGRX	A--	Europe	27	0.98%
International Real Estate Index		F--	International Small Cap	28	0%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	D--	Emerging Markets	28	0.57%
DFA International Small Company Portfolio Institutional Class	DFISX	B--	International Small Cap	28	0.54%
Vanguard International Explorer Fund Investor Shares	VINEX	A--	International Small Cap	28	0.36%
Fidelity Emerging Asia Fund	FSEAX	A--	Emerging Markets	29	1.05%
Fidelity Europe Fund	FIEUX	A--	Europe	29	1.02%
Vanguard International Growth Fund Admiral Shares	VWILX	A-	International Large Cap - Growth	29	0.35%
American Funds International Growth and Income Fund Class A	IGAAX	C--	Europe	29	0.91%
DFA International Small Cap Value Portfolio Institutional Class	DISVX	F--	International Small Cap	29	0.69%
DFA Large Cap International Portfolio Institutional Class	DFALX	B--	International Large Cap	29	0.29%
International Stock Market Index		B--	International Large Cap	30	0.34%
European Stock Index		B--	Europe	31	0.12%
Emerging Market Stock Index		B--	Emerging Markets	33	0.67%
Fidelity Canada Fund	FICDX	D--	Europe	33	0.86%
DFA International Value Portfolio Institutional Class	DFIVX	C--	International Large Cap - Value	34	0.43%
Fidelity Latin America Fund	FLATX	F--	Emerging Markets	48	1.03%
Fidelity Freedom Income Class K	FNSHX	A--	International Small Cap	6	0%
Fidelity Freedom 2005 Fund Class K	FSNJX	A--	International Small Cap	8	0%
Income Plus Fund		A--	Europe	9	0.17%
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	2	0.1%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C-	Bond - U.S. High Yield	10	0.13%
Fidelity Floating Rate High Income Fund	FFRHX	D-	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	D-	Bond - U.S. High Yield	12	0.72%
Fidelity New Markets Income Fund	FNMIX	D	Bond - Emerging Market	12	0.84%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	D++	Bond - Multi Sector	14	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	D++	Bond - Multi Sector	15	0.07%
Fidelity Capital & Income Fund	FAGIX	C-	Bond - U.S. High Yield	16	0.71%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C++	U.S. Treasury - Short / Intermediate	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%
Fidelity Short-Term Bond Fund	FSHBX	B++	Bond - U.S. Corporate	2	0.45%
Fidelity GNMA Fund	FGMNX	C++	Bond - U.S. Mortgages	2	0.45%
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	3	0.11%
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	B++	Bond - U.S. Corporate	3	0.1%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C++	U.S. Treasury - Long	20	0.1%
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	B++	U.S. Treasury - Long	21	0.72%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	D++	U.S. Treasury - TIPS	23	0.55%
Long-Term Corporate Bond		F++	Bond - U.S. Corporate	24	0%
Fidelity Intermediate Government Income Fund	FSTGX	C++	U.S. Treasury - Short / Intermediate	3	0.45%
PIMCO GNMA Fund Institutional Class	PDMIX	C++	Bond - U.S. Mortgages	3	0.5%
Fidelity Intermediate Bond Fund	FTHRX	B++	Bond - U.S. Corporate	4	0.45%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	B++	Bond - Multi Sector	4	0.46%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class	PFRAX	C++	Bond - U.S. Corporate	4	0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class	PGDAX	C++	Bond - U.S. Corporate	4	0.8%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C++	U.S. Treasury - Short / Intermediate	5	0.1%
Dodge & Cox Income Fund	DODIX	B++	Bond - U.S. Corporate	5	0.43%
Total Bond Market		B++	Bond - Multi Sector	5	0.07%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	B++	Bond - U.S. Corporate	5	0.1%
Fidelity Total Bond Fund	FTBFX	B++	Bond - U.S. Corporate	6	0.45%
Fidelity Government Income Fund	FGOVX	C++	U.S. Treasury - Intermediate	6	0.45%
Vanguard Intermediate-Term Bond Index Fund Admiral Shares	VBILX	B++	Bond - Multi Sector	6	0.1%
PIMCO Total Return Fund Administrative Class	PTRAX	C++	Bond - Multi Sector	6	0.71%
American Funds Capital World Bond Fund Class A	CWBFX	C++	Bond - U.S. Corporate	6	0.91%
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	D++	Bond - U.S. Corporate	7	0.8%
Vanguard Inflation-Protected Securities Fund Admiral Shares	VAIPX	C++	U.S. Treasury - TIPS	7	0.1%
PIMCO Real Return Fund Administrative Class	PARRX	C++	U.S. Treasury - TIPS	8	0.7%
PIMCO Diversified Income Fund Administrative Class	PDAAX	C	Bond - Emerging Market	9	1%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	D++	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	F++	Bond - U.S. Corporate	9	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%

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