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     
Target Retirement 2015B--U.S. Mid Cap11fund risk0.17%
Conservative PortfolioA--U.S. Mid Cap12fund risk0.15%
Target Retirement 2020CU.S. All Cap15fund risk0.17%
Moderate PortfolioCU.S. All Cap18fund risk0.16%
Target Retirement 2025CU.S. All Cap18fund risk0.18%
American Funds Balanced Portfolio Class ABLPAXCU.S. All Cap19fund risk0.35%
Vanguard Star Fund Investor SharesVGSTXAU.S. All Cap20fund risk0.34%
Target Retirement 2030CU.S. All Cap21fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXDU.S. Large Cap21fund risk0.18%
Target Retirement 2035DU.S. All Cap23fund risk0.19%
Fidelity Balanced FundFBALXAU.S. All Cap23fund risk0.57%
Fidelity Freedom 2035 Fund Class KFSNUXCU.S. All Cap24fund risk0%
Aggressive PortfolioDU.S. All Cap25fund risk0.17%
Target Retirement 2040DU.S. All Cap26fund risk0.19%
Fidelity Freedom 2045 Fund Class KFSNZXDU.S. All Cap26fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXDU.S. All Cap27fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXDU.S. All Cap27fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXDU.S. All Cap27fund risk0%
Target Retirement 2055DU.S. All Cap28fund risk0.19%
Target Retirement 2050DU.S. All Cap28fund risk0.19%
Target Retirement 2045DU.S. All Cap28fund risk0.19%
American Funds Capital World Growth and Income Fund Class ACWGIXDU.S. All Cap29fund risk0.8%
American Funds Investment Company of America Class AAIVSXCU.S. Large Cap29fund risk0.61%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap30fund risk0.61%
Fidelity Low-Priced Stock FundFLPSXF--U.S. Mid Cap31fund risk0.79%
Vanguard Dividend Growth Fund Investor SharesVDIGXFU.S. Large Cap32fund risk0.31%
American Funds Fundamental Investors Class AANCFXDU.S. All Cap32fund risk0.63%
American Funds Washington Mutual Investors Fund Class AAWSHXFU.S. Large Cap33fund risk0.6%
Large Company IndexCU.S. Large Cap33fund risk0.09%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXFU.S. All Cap33fund risk0.5%
Vanguard Growth and Income Fund Admiral SharesVGIAXDU.S. Large Cap34fund risk0.26%
Total Stock Market IndexCU.S. All Cap34fund risk0.05%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap34fund risk0.75%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC+U.S. Mega Cap34fund risk0.16%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXFU.S. All Cap35fund risk0.19%
Vanguard Windsor II Fund Admiral SharesVWNAXFU.S. All Cap35fund risk0.28%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXB--U.S. Mid Cap36fund risk0.09%
Fidelity Stock Selector Small Cap FundFDSCXC--U.S. Small Cap36fund risk0.91%
Fidelity Small Cap Stock FundFSLCXC--U.S. Small Cap38fund risk0.67%
Small/Mid-Cap IndexA--U.S. Small Cap38fund risk0.1%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXC--U.S. Small Cap39fund risk0.09%
Vanguard Strategic Equity Fund Investor SharesVSEQXF--U.S. Mid Cap39fund risk0.28%
Fidelity Leveraged Company Stock FundFLVCXA--U.S. Mid Cap40fund risk0.82%
High Yield & Emerging Market BondF-U.S. Micro Cap48fund risk0%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXA++U.S. Mid Cap - Growth20fund risk0.72%
American Funds SMALLCAP World Fund Class ASMCWXB++U.S. Mid Cap - Growth29fund risk1.13%
American Funds New Perspective Fund Class AANWPXF++U.S. All Cap - Growth30fund risk0.79%
American Funds AMCAP Fund Class AAMCPXF++U.S. All Cap - Growth30fund risk0.7%
American Funds The Growth Fund of America Class AAGTHXC++U.S. All Cap - Growth30fund risk0.7%
Fidelity Contrafund FundFCNTXC++U.S. Large Cap - Growth31fund risk0.66%
Fidelity OTC PortfolioFOCPXA++U.S. All Cap - Growth32fund risk0.74%
Fidelity FundFFIDXD++U.S. Large Cap - Growth33fund risk0.53%
Fidelity Capital Appreciation FundFDCAXD++U.S. All Cap - Growth33fund risk0.77%
Fidelity Trend FundFTRNXB++U.S. Large Cap - Growth33fund risk0.78%
Large-Cap Growth IndexC++U.S. Large Cap - Growth33fund risk0.08%
Fidelity Focused Stock FundFTQGXD++U.S. Large Cap - Growth33fund risk0.89%
Fidelity Growth Discovery FundFDSVXA++U.S. All Cap - Growth33fund risk0.81%
Fidelity Independence FundFDFFXF++U.S. Large Cap - Growth33fund risk0.6%
Fidelity Growth CompanyFDGRXA++U.S. All Cap - Growth34fund risk0.83%
Fidelity Blue Chip Growth FundFBGRXA++U.S. All Cap - Growth34fund risk0.74%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXC++U.S. Mid Cap - Growth34fund risk0.09%
Small-Cap Growth IndexB+U.S. Small Cap - Growth36fund risk0%
Vanguard Explorer Fund Admiral SharesVEXRXC+U.S. Small Cap - Growth37fund risk0.34%
U.S. Equities - Value     
Vanguard Wellesley Income Fund Admiral SharesVWIAXA--U.S. Large Cap - Value13fund risk0.18%
Dodge & Cox Balanced FundDODBXA--U.S. All Cap - Value27fund risk0.53%
American Funds American Mutual Fund Class AAMRMXA--U.S. Mega Cap - Value28fund risk0.61%
Fidelity Equity-Income FundFEQIXB--U.S. Mega Cap - Value30fund risk0.64%
Vanguard Equity-Income Fund Admiral SharesVEIRXB--U.S. Mega Cap - Value34fund risk0.21%
Fidelity Mid-Cap Stock FundFMCSXB--U.S. Mid Cap - Value34fund risk0.78%
Fidelity Large Cap Stock FundFLCSXA--U.S. Large Cap - Value35fund risk0.88%
Large-Cap Value IndexC--U.S. Large Cap - Value35fund risk0.08%
Dodge & Cox Global Stock FundDODWXB--U.S. All Cap - Value36fund risk0.65%
Vanguard Windsor Fund Admiral SharesVWNEXA--U.S. All Cap - Value38fund risk0.27%
Dodge & Cox Stock FundDODGXA--U.S. All Cap - Value39fund risk0.52%
International Business Machines Corp.IBMC--U.S. Mega Cap - Value39fund risk0%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB--U.S. Mid Cap - Value40fund risk0.32%
Fidelity Dividend Growth FundFDGFXA--U.S. All Cap - Value40fund risk0.62%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value41fund risk1.01%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXA--U.S. Small Cap - Value42fund risk0.37%
Fidelity Export and Multinational FundFEXPXD--U.S. Mid Cap - Value42fund risk0.79%
Small-Cap Value IndexD--U.S. Mid Cap - Value42fund risk0.09%
Fidelity Advisor Value Strategies Fund Class IFASOXC--U.S. Mid Cap - Value43fund risk0.75%
Vanguard Selected Value Fund Investor SharesVASVXC--U.S. Mid Cap - Value43fund risk0.43%
Fidelity Value FundFDVLXC--U.S. Mid Cap - Value43fund risk0.65%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXC--U.S. Small Cap - Value45fund risk0.37%
PIMCO CommodityRealReturn Strategy Fund Administrative ClassPCRRXB--Commodities20fund risk0.99%
Fidelity Real Estate Income FundFRIFXD--U.S. Real Estate24fund risk0.84%
DFA Global Real Estate Securities PortfolioDFGEXF--U.S. Real Estate35fund risk0.32%
Global REIT Stock IndexF--U.S. Real Estate37fund risk0%
Fidelity Real Estate Investment PortfolioFRESXD--U.S. Real Estate40fund risk0.8%
REIT IndexB--U.S. Real Estate41fund risk0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXD--U.S. Real Estate41fund risk0%
Global & Intl. Equity     
Fidelity Freedom 2010 Fund Class KFSNKXB--Europe10fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXA--International Large Cap12fund risk0%
PIMCO All Asset Fund Administrative ClassPAALXA--International Large Cap - Value13fund risk0.32%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXF--International Small Cap14fund risk0.18%
Fidelity Freedom 2020 Fund Class KFSNOXA--International Large Cap15fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXA--International Large Cap17fund risk0%
Fidelity Freedom 2030 Fund Class KFSNQXA--International Large Cap19fund risk0%
Fidelity International Real Estate FundFIREXC--International Small Cap23fund risk1.14%
Fidelity Japan FundFJPNXA--Japan24fund risk0.91%
Fidelity International Small Cap FundFISMXC--International Small Cap24fund risk1.31%
Fidelity Pacific Basin FundFPBFXA--Pacific25fund risk1.21%
Pacific Stock IndexC--Pacific26fund risk0.12%
Fidelity China Region FundFHKCXA--Emerging Markets27fund risk0.98%
Fidelity Overseas FundFOSFXA--Europe27fund risk1.06%
American Funds EuroPacific Growth Fund Class AAEPGXA--Europe27fund risk0.84%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXF--Emerging Markets27fund risk0.57%
American Funds New World Fund Class ANEWFXA--Emerging Markets27fund risk1.06%
Fidelity Diversified International FundFDIVXA-International Large Cap - Growth27fund risk0.92%
Fidelity International Discovery FundFIGRXA--Europe27fund risk0.98%
International Real Estate IndexF--International Small Cap28fund risk0%
DFA Emerging Markets Portfolio Institutional ClassDFEMXD--Emerging Markets28fund risk0.57%
DFA International Small Company Portfolio Institutional ClassDFISXB--International Small Cap28fund risk0.54%
Vanguard International Explorer Fund Investor SharesVINEXA--International Small Cap28fund risk0.36%
Fidelity Emerging Asia FundFSEAXA--Emerging Markets29fund risk1.05%
Fidelity Europe FundFIEUXA--Europe29fund risk1.02%
Vanguard International Growth Fund Admiral SharesVWILXA-International Large Cap - Growth29fund risk0.35%
American Funds International Growth and Income Fund Class AIGAAXC--Europe29fund risk0.91%
DFA International Small Cap Value Portfolio Institutional ClassDISVXF--International Small Cap29fund risk0.69%
DFA Large Cap International Portfolio Institutional ClassDFALXB--International Large Cap29fund risk0.29%
International Stock Market IndexB--International Large Cap30fund risk0.34%
European Stock IndexB--Europe31fund risk0.12%
Emerging Market Stock IndexB--Emerging Markets33fund risk0.67%
Fidelity Canada FundFICDXD--Europe33fund risk0.86%
DFA International Value Portfolio Institutional ClassDFIVXC--International Large Cap - Value34fund risk0.43%
Fidelity Latin America FundFLATXF--Emerging Markets48fund risk1.03%
Fidelity Freedom Income Class KFNSHXA--International Small Cap6fund risk0%
Fidelity Freedom 2005 Fund Class KFSNJXA--International Small Cap8fund risk0%
Income Plus FundA--Europe9fund risk0.17%
Interest Income FundCU.S. Cash / Money Market0fund risk0%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC-Bond - U.S. High Yield10fund risk0.13%
Fidelity Floating Rate High Income FundFFRHXD-Bond - U.S. High Yield11fund risk0.7%
PIMCO High Yield Fund Administrative ClassPHYAXC-Bond - U.S. High Yield11fund risk0.8%
Fidelity High Income FundSPHIXD-Bond - U.S. High Yield12fund risk0.72%
Fidelity New Markets Income FundFNMIXDBond - Emerging Market12fund risk0.84%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXD++Bond - Multi Sector14fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXD++Bond - Multi Sector15fund risk0.07%
Fidelity Capital & Income FundFAGIXC-Bond - U.S. High Yield16fund risk0.71%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXC++U.S. Treasury - Short / Intermediate2fund risk0.1%
Fidelity Limited Term Government FundFFXSXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXB++Bond - Multi Sector2fund risk0.1%
Fidelity Short-Term Bond FundFSHBXB++Bond - U.S. Corporate2fund risk0.45%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund risk0.45%
PIMCO Low Duration Fund Administrative ClassPLDAXC++Bond - Multi Sector2fund risk0.71%
Vanguard GNMA Fund Admiral SharesVFIJXC++Bond - U.S. Mortgages3fund risk0.11%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB++Bond - U.S. Corporate3fund risk0.1%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC++U.S. Treasury - Long20fund risk0.1%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXB++U.S. Treasury - Long21fund risk0.72%
PIMCO Real Return Asset Fund Institutional ClassPRAIXD++U.S. Treasury - TIPS23fund risk0.55%
Long-Term Corporate BondF++Bond - U.S. Corporate24fund risk0%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate3fund risk0.45%
PIMCO GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages3fund risk0.5%
Fidelity Intermediate Bond FundFTHRXB++Bond - U.S. Corporate4fund risk0.45%
PIMCO Moderate Duration Fund Institutional ClassPMDRXB++Bond - Multi Sector4fund risk0.46%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative ClassPFRAXC++Bond - U.S. Corporate4fund risk0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative ClassPGDAXC++Bond - U.S. Corporate4fund risk0.8%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC++U.S. Treasury - Short / Intermediate5fund risk0.1%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate5fund risk0.43%
Total Bond MarketB++Bond - Multi Sector5fund risk0.07%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB++Bond - U.S. Corporate5fund risk0.1%
Fidelity Total Bond FundFTBFXB++Bond - U.S. Corporate6fund risk0.45%
Fidelity Government Income FundFGOVXC++U.S. Treasury - Intermediate6fund risk0.45%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXB++Bond - Multi Sector6fund risk0.1%
PIMCO Total Return Fund Administrative ClassPTRAXC++Bond - Multi Sector6fund risk0.71%
American Funds Capital World Bond Fund Class ACWBFXC++Bond - U.S. Corporate6fund risk0.91%
PIMCO Global Bond (Unhedged) Fund Administrative ClassPADMXD++Bond - U.S. Corporate7fund risk0.8%
Vanguard Inflation-Protected Securities Fund Admiral SharesVAIPXC++U.S. Treasury - TIPS7fund risk0.1%
PIMCO Real Return Fund Administrative ClassPARRXC++U.S. Treasury - TIPS8fund risk0.7%
PIMCO Diversified Income Fund Administrative ClassPDAAXCBond - Emerging Market9fund risk1%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXD++Bond - U.S. Corporate9fund risk0.5%
Inflation Protected BondC++U.S. Treasury - TIPS9fund risk0.2%
PIMCO Foreign Bond (Unhedged) Fund Administrative ClassPFUUXF++Bond - U.S. Corporate9fund risk0.75%
Vanguard Convertible Securities Fund Investor SharesVCVSX Other0fund risk0.63%
Vanguard Morgan Growth Fund Admiral SharesVMRAX Other0fund risk0.25%
Fidelity Global Balanced FundFGBLX Other0fund risk1%
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
PIMCO Emerging Markets Bond Fund Administrative ClassPEBAX Other0fund risk1.08%
PIMCO Emerging Local Bond Fund Administrative ClassPEBLX Other0fund risk1.15%
PIMCO Mortgage-Backed Securities Fund Administrative ClassPMTAX Other0fund risk0.75%
Fidelity Inflation-Protected Bond Index Fund Institutional ClassFIPBX Other0fund risk0.07%
PIMCO Unconstrained Bond Fund Administrative ClassPUBFX Other0fund risk1.15%
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