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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     
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXA--U.S. Small Cap10fund risk0.32%
Fidelity Leveraged Company Stock Fund Class KFLCKXFU.S. All Cap10fund risk0.68%
Fidelity Stock Selector Small Cap FundFDSCXC--U.S. Small Cap11fund risk0.91%
Vanguard Strategic Equity Fund Investor SharesVSEQXF--U.S. Mid Cap11fund risk0.28%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap12fund risk0.37%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. Large Cap3fund risk0%
Vanguard Wellesley Income Fund Admiral SharesVWIAXBU.S. Large Cap3fund risk0.18%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. Large Cap3fund risk0%
Fidelity Capital & Income FundFAGIXCU.S. All Cap4fund risk0.71%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. Large Cap4fund risk0%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap4fund risk0.29%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap4fund risk0%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap4fund risk0.18%
Vanguard Star Fund Investor SharesVGSTXBU.S. Large Cap5fund risk0.34%
Fidelity Freedom 2025 Fund Class KFSNPXBU.S. All Cap5fund risk0%
Fidelity Balanced Fund Class KFBAKXCU.S. Large Cap5fund risk0.46%
American Funds American Mutual Fund Class R-6RMFGXBU.S. Large Cap6fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXBU.S. Large Cap6fund risk0.31%
American Funds Washington Mutual Investors Fund Class R-6RWMGXBU.S. Large Cap6fund risk0.3%
Fidelity Low-Priced Stock Fund Class KFLPKXA--U.S. Mid Cap6fund risk0.68%
American Funds Capital World Growth and Income Fund Class R-6RWIGXB+U.S. Mega Cap7fund risk0.45%
American Funds Investment Company of America Class R-6RICGXC+U.S. Mega Cap7fund risk0.3%
PIMCO StocksPLUS Fund Institutional ClassPSTKXBU.S. Large Cap7fund risk0.5%
American Funds Fundamental Investors Class R-6RFNGXBU.S. Large Cap7fund risk0.31%
Vanguard Global Equity Fund Investor SharesVHGEXBU.S. Large Cap7fund risk0.61%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap7fund risk0.26%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap8fund risk0.16%
American Funds AMCAP Fund Class R-6RAFGXBU.S. All Cap8fund risk0.37%
Fidelity Mid-Cap Stock Fund Class KFKMCXC--U.S. Mid Cap8fund risk0.65%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXC--U.S. Mid Cap8fund risk0.08%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXCU.S. All Cap8fund risk0.19%
Vanguard Windsor Fund Admiral SharesVWNEXDU.S. All Cap8fund risk0.27%
Fidelity Advisor Value Strategies Fund Class KFVSKXC--U.S. Mid Cap8fund risk0.57%
Fidelity Fund Class KFFDKXD+U.S. Mega Cap8fund risk0.41%
Dodge & Cox Global Stock FundDODWXDU.S. All Cap8fund risk0.65%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXCU.S. Large Cap9fund risk0.5%
Fidelity Independence Fund Class KFDFKXCU.S. Large Cap9fund risk0.5%
Fidelity Capital Appreciation Fund Class KFCAKXCU.S. All Cap9fund risk0.63%
Fidelity Small Cap Stock FundFSLCXB--U.S. Small Cap10fund risk0.67%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXB--U.S. Small Cap10fund risk0.08%
U.S. Equities - Growth     
Fidelity Blue Chip Growth Fund Class KFBGKXD++U.S. Large Cap - Growth10fund risk0.6%
Vanguard Explorer Fund Admiral SharesVEXRXB--U.S. Small Cap - Growth10fund risk0.34%
Fidelity Growth Company Fund Class KFGCKXC++U.S. All Cap - Growth11fund risk0.71%
Fidelity OTC Portfolio Class KFOCKXF++U.S. All Cap - Growth12fund risk0.6%
Fidelity Convertible Securities FundFCVSXF++U.S. All Cap - Growth5fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXB++U.S. All Cap - Growth7fund risk0.45%
American Funds SMALLCAP World Fund Class R-6RLLGXA--U.S. Small Cap - Growth7fund risk0.72%
American Funds The Growth Fund of America Class R-6RGAGXC++U.S. All Cap - Growth8fund risk0.34%
Fidelity Growth Discovery Fund Class KFGDKXD++U.S. Large Cap - Growth9fund risk0.67%
American Funds The New Economy Fund Class R-6RNGGXB++U.S. All Cap - Growth9fund risk0.48%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXDU.S. Mid Cap - Growth9fund risk0.51%
Vanguard Morgan Growth Fund Admiral SharesVMRAXD++U.S. All Cap - Growth9fund risk0.25%
Fidelity Contrafund Fund Class KFCNKXC++U.S. Large Cap - Growth9fund risk0.56%
Fidelity Trend FundFTRNXD++U.S. All Cap - Growth9fund risk0.78%
U.S. Equities - Value     
Fidelity Small Cap Discovery FundFSCRXC--U.S. Small Cap - Value11fund risk1.01%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXB--U.S. Small Cap - Value13fund risk0.37%
Dodge & Cox Balanced FundDODBXB--U.S. All Cap - Value5fund risk0.53%
Vanguard Equity-Income Fund Admiral SharesVEIRXA-U.S. Large Cap - Value7fund risk0.21%
Fidelity Equity-Income Fund Class KFEIKXB-U.S. Large Cap - Value7fund risk0.52%
Fidelity Dividend Growth Fund Class KFDGKXA-U.S. Large Cap - Value7fund risk0.47%
Fidelity Export and Multinational Fund Class KFEXKXA-U.S. Large Cap - Value7fund risk0.63%
Vanguard Windsor II Fund Admiral SharesVWNAXB-U.S. Large Cap - Value7fund risk0.28%
Fidelity Value Fund Class KFVLKXC--U.S. Mid Cap - Value8fund risk0.52%
Fidelity Large Cap Stock FundFLCSXB-U.S. Large Cap - Value8fund risk0.88%
Vanguard Selected Value Fund Investor SharesVASVXA--U.S. Mid Cap - Value9fund risk0.43%
Dodge & Cox Stock FundDODGXB--U.S. All Cap - Value9fund risk0.52%
Fidelity Canada FundFICDXB--U.S. Mid Cap - Value10fund risk0.86%
Fidelity Real Estate Investment PortfolioFRESXA--U.S. Real Estate10fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXA--U.S. Real Estate11fund risk0%
Fidelity Real Estate Income FundFRIFXB--U.S. Real Estate3fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXA--U.S. Real Estate8fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXD++Commodities10fund risk0.74%
Global & Intl. Equity     
Fidelity China Region FundFHKCXA++Emerging Markets12fund risk0.98%
Fidelity Freedom Income Class KFNSHXB+International Large Cap - Growth2fund risk0%
Vanguard Target Retirement Income Fund Investor SharesVTINXB+International Large Cap - Growth2fund risk0.17%
Fidelity Latin America FundFLATXF++Emerging Markets23fund risk1.03%
PIMCO All Asset Fund Institutional ClassPAAIXA++Emerging Markets4fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC++Emerging Markets4fund risk0.18%
Fidelity Global Balanced FundFGBLXA+International Large Cap - Growth5fund risk1%
Fidelity International Small Cap FundFISMXA+International Small Cap6fund risk1.31%
Fidelity Pacific Basin FundFPBFXA++Pacific7fund risk1.21%
Fidelity International Real Estate FundFIREXA+International Small Cap7fund risk1.14%
American Funds International Growth and Income Fund Class R-6RIGGXAInternational Large Cap7fund risk0.59%
Fidelity Overseas Fund Class KFOSKXA+Europe7fund risk0.9%
Fidelity Diversified International Fund Class KFDIKXA+International Large Cap - Growth7fund risk0.78%
DFA International Small Company Portfolio Institutional ClassDFISXA+International Small Cap7fund risk0.54%
American Funds New World Fund Class R-6RNWGXA++Emerging Markets7fund risk0.65%
Fidelity International Discovery Fund Class KFIDKXA+Europe7fund risk0.83%
American Funds EuroPacific Growth Fund Class R-6RERGXA+International Large Cap - Growth7fund risk0.49%
Vanguard International Value Fund Investor SharesVTRIXAInternational Large Cap7fund risk0.43%
DFA Large Cap International Portfolio Institutional ClassDFALXAInternational Large Cap7fund risk0.29%
Vanguard International Explorer Fund Investor SharesVINEXA+International Large Cap - Growth7fund risk0.36%
DFA International Vector Equity Portfolio Institutional ClassDFVQXAInternational Large Cap8fund risk0.51%
Fidelity Japan FundFJPNXA++Japan8fund risk0.91%
DFA International Value Portfolio Institutional ClassDFIVXA-International Large Cap - Value9fund risk0.43%
Dodge & Cox International Stock FundDODFXA-International Large Cap - Value9fund risk0.64%
DFA Emerging Markets Portfolio Institutional ClassDFEMXB++Emerging Markets9fund risk0.57%
Vanguard International Growth Fund Admiral SharesVWILXA+International Large Cap - Growth9fund risk0.35%
Fidelity Europe FundFIEUXA+Europe9fund risk1.02%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXA++Emerging Markets10fund risk0.57%
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 ClassPLDIXCU.S. Treasury - Short / Intermediate1fund risk0.5%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXBBond - Multi Sector1fund risk0.9%
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXCU.S. Treasury - Short / Intermediate1fund risk0.07%
PIMCO Low Duration Fund Institutional ClassPTLDXCBond - Multi Sector1fund risk0.46%
Fidelity Floating Rate High Income FundFFRHXBBond - U.S. High Yield1fund risk0.7%
Fidelity Limited Term Government FundFFXSXCU.S. Treasury - Short / Intermediate1fund risk0.45%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXCU.S. Treasury - Short / Intermediate1fund risk0%
Dodge & Cox Income FundDODIXB+U.S. Treasury - Intermediate2fund risk0.43%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB+U.S. Treasury - Intermediate / Long2fund 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 - Intermediate / Long2fund risk0.55%
Fidelity Intermediate Bond FundFTHRXCU.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Strategic Income FundFSICXB++Bond - Emerging Market2fund risk0.69%
Fidelity GNMA FundFGMNXC+Bond - U.S. Mortgages2fund risk0.45%
Vanguard GNMA Fund Admiral SharesVFIJXC+Bond - U.S. Mortgages2fund risk0.11%
PIMCO Moderate Duration Fund Institutional ClassPMDRXBU.S. Treasury - Short / Intermediate2fund risk0.46%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXBBond - Multi Sector2fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXC+Bond - U.S. Mortgages2fund risk0.5%
PIMCO Diversified Income Fund Institutional ClassPDIIXC++Bond - Emerging Market2fund risk0.75%
Fidelity Total Bond FundFTBFXB+U.S. Treasury - Intermediate2fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXC+U.S. Treasury - Intermediate3fund risk0.1%
Fidelity Government Income FundFGOVXC+U.S. Treasury - Intermediate3fund risk0.45%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXCBond - U.S. High Yield3fund risk0.13%
PIMCO High Yield Fund Institutional ClassPHIYXCBond - U.S. High Yield3fund risk0.55%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXCU.S. Treasury - Short / Intermediate3fund risk0.1%
Fidelity High Income FundSPHIXBBond - U.S. High Yield3fund risk0.72%
PIMCO Total Return III Fund Institutional ClassPTSAXB+U.S. Treasury - Intermediate3fund risk0.5%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXC++Bond - Emerging Market3fund risk0.83%
PIMCO Total Return Fund Institutional ClassPTTRXB+U.S. Treasury - Intermediate3fund risk0.46%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXABond - Multi Sector3fund risk0.5%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXC+U.S. Treasury - Intermediate3fund risk0.07%
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXC+U.S. Treasury - TIPS3fund risk0.07%
PIMCO Real Return Fund Institutional ClassPRRIXC+U.S. Treasury - TIPS4fund risk0.45%
American Funds Capital World Bond Fund Class R-6RCWGXAU.S. Treasury - Short / Intermediate4fund risk0.52%
Fidelity New Markets Income FundFNMIXC++Bond - Emerging Market4fund risk0.84%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXAU.S. Treasury - Short / Intermediate4fund risk0.55%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXAU.S. Treasury - Short / Intermediate6fund risk0.5%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA++U.S. Treasury - Long7fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB++U.S. Treasury - Long7fund risk0.07%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXA++Bond - Emerging Market7fund risk0.9%
PIMCO Real Return Asset Fund Institutional ClassPRAIXB+U.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%
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
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