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		A--	U.S. Mid Cap	11	0.17%
Target Retirement 2020		C	U.S. All Cap	15	0.17%
Moderate Portfolio		D	U.S. All Cap	18	0.16%
Target Retirement 2025		D	U.S. All Cap	18	0.18%
American Funds Balanced Portfolio Class A	BLPAX	C	U.S. All Cap	18	0.35%
Vanguard Star Fund Investor Shares	VGSTX	C	U.S. All Cap	19	0.34%
Target Retirement 2030		D	U.S. All Cap	20	0.18%
Vanguard Wellington Fund Admiral Shares	VWENX	D	U.S. Large Cap	21	0.18%
Fidelity Balanced Fund	FBALX	B	U.S. All Cap	22	0.57%
Target Retirement 2035		D	U.S. All Cap	22	0.19%
Fidelity Freedom 2035 Fund Class K	FSNUX	F	U.S. All Cap	23	0%
Aggressive Portfolio		D	U.S. All Cap	24	0.17%
Target Retirement 2040		F	U.S. All Cap	24	0.19%
Fidelity Freedom 2045 Fund Class K	FSNZX	F	U.S. All Cap	25	0%
Fidelity Freedom 2040 Fund Class K	FSNVX	F	U.S. All Cap	25	0%
Fidelity Freedom 2055 Fund Class K	FNSDX	F	U.S. All Cap	25	0%
Fidelity Freedom 2050 Fund Class K	FNSBX	F	U.S. All Cap	25	0%
Target Retirement 2055		F	U.S. All Cap	27	0.19%
Target Retirement 2050		F	U.S. All Cap	27	0.19%
Target Retirement 2045		F	U.S. All Cap	27	0.19%
American Funds Capital World Growth and Income Fund Class A	CWGIX	F	U.S. All Cap	28	0.8%
American Funds Investment Company of America Class A	AIVSX	D	U.S. Large Cap	28	0.61%
Vanguard Global Equity Fund Investor Shares	VHGEX	F	U.S. All Cap	29	0.61%
Fidelity Low-Priced Stock Fund	FLPSX	D--	U.S. Mid Cap	29	0.79%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	D	U.S. Large Cap	30	0.31%
American Funds Fundamental Investors Class A	ANCFX	D	U.S. All Cap	31	0.63%
American Funds Washington Mutual Investors Fund Class A	AWSHX	F	U.S. Large Cap	32	0.6%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	F	U.S. All Cap	32	0.5%
Large Company Index		C	U.S. Large Cap	32	0.09%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	32	0.26%
Total Stock Market Index		C	U.S. All Cap	33	0.05%
PIMCO StocksPLUS Fund Administrative Class	PPLAX	D	U.S. Large Cap	33	0.75%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	D++	U.S. Mega Cap	33	0.16%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	F	U.S. All Cap	33	0.19%
Vanguard Windsor II Fund Admiral Shares	VWNAX	F	U.S. All Cap	33	0.28%
Vanguard Mid-Cap Index Fund Admiral Shares	VIMAX	C--	U.S. Mid Cap	34	0.09%
Fidelity Stock Selector Small Cap Fund	FDSCX	B--	U.S. Small Cap	34	0.91%
Fidelity Small Cap Stock Fund	FSLCX	F--	U.S. Small Cap	35	0.67%
Small/Mid-Cap Index		A--	U.S. Small Cap	36	0.1%
Vanguard Small-Cap Index Fund Admiral Shares	VSMAX	D--	U.S. Small Cap	36	0.09%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	F--	U.S. Small Cap	37	0.32%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	F--	U.S. Mid Cap	37	0.28%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	F--	U.S. Small Cap	38	0.37%
Fidelity Leveraged Company Stock Fund	FLVCX	B--	U.S. Mid Cap	39	0.82%
U.S. Equities - Growth
Fidelity Convertible Securities Fund	FCVSX	A+	U.S. Mid Cap - Growth	19	0.72%
American Funds SMALLCAP World Fund Class A	SMCWX	F+	U.S. Mid Cap - Growth	28	1.13%
American Funds New Perspective Fund Class A	ANWPX	F++	U.S. All Cap - Growth	29	0.79%
American Funds AMCAP Fund Class A	AMCPX	F++	U.S. All Cap - Growth	29	0.7%
American Funds The Growth Fund of America Class A	AGTHX	D++	U.S. All Cap - Growth	29	0.7%
Fidelity Contrafund Fund	FCNTX	D++	U.S. Large Cap - Growth	31	0.66%
Fidelity Fund	FFIDX	D++	U.S. Large Cap - Growth	32	0.53%
Fidelity OTC Portfolio	FOCPX	C++	U.S. Mega Cap - Growth	32	0.74%
Fidelity Capital Appreciation Fund	FDCAX	F++	U.S. All Cap - Growth	32	0.77%
Fidelity Trend Fund	FTRNX	B++	U.S. Large Cap - Growth	32	0.78%
Large-Cap Growth Index		C++	U.S. Large Cap - Growth	32	0.08%
Fidelity Growth Discovery Fund	FDSVX	B++	U.S. All Cap - Growth	33	0.81%
Fidelity Focused Stock Fund	FTQGX	F++	U.S. Large Cap - Growth	33	0.89%
Fidelity Independence Fund	FDFFX	D++	U.S. Large Cap - Growth	33	0.6%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	VMGMX	C+	U.S. Mid Cap - Growth	33	0.09%
Fidelity Growth Company	FDGRX	A++	U.S. All Cap - Growth	33	0.83%
Fidelity Blue Chip Growth Fund	FBGRX	B++	U.S. All Cap - Growth	33	0.74%
Small-Cap Growth Index		B--	U.S. Small Cap - Growth	35	0%
Vanguard Explorer Fund Admiral Shares	VEXRX	C--	U.S. Small Cap - Growth	35	0.34%
U.S. Equities - Value
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	A--	U.S. Large Cap - Value	12	0.18%
Dodge & Cox Balanced Fund	DODBX	C--	U.S. All Cap - Value	24	0.53%
American Funds American Mutual Fund Class A	AMRMX	B--	U.S. Mega Cap - Value	27	0.61%
Fidelity Equity-Income Fund	FEQIX	C--	U.S. Mega Cap - Value	29	0.64%
Fidelity Mid-Cap Stock Fund	FMCSX	C--	U.S. Mid Cap - Value	32	0.78%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	C--	U.S. Mega Cap - Value	32	0.21%
Fidelity Large Cap Stock Fund	FLCSX	C--	U.S. Mega Cap - Value	33	0.88%
Large-Cap Value Index		C--	U.S. Large Cap - Value	33	0.08%
Dodge & Cox Global Stock Fund	DODWX	F--	U.S. All Cap - Value	33	0.65%
Dodge & Cox Stock Fund	DODGX	C--	U.S. All Cap - Value	35	0.52%
Vanguard Windsor Fund Admiral Shares	VWNEX	B--	U.S. All Cap - Value	36	0.27%
Fidelity Dividend Growth Fund	FDGFX	B--	U.S. All Cap - Value	37	0.62%
International Business Machines Corp.	IBM	A--	U.S. Mega Cap - Value	37	0%
Fidelity Small Cap Discovery Fund	FSCRX	D--	U.S. Small Cap - Value	37	1.01%
Fidelity Export and Multinational Fund	FEXPX	D--	U.S. All Cap - Value	38	0.79%
Small-Cap Value Index		F--	U.S. Mid Cap - Value	38	0.09%
Vanguard Selected Value Fund Investor Shares	VASVX	F--	U.S. Mid Cap - Value	39	0.43%
Fidelity Advisor Value Strategies Fund Class I	FASOX	B--	U.S. Mid Cap - Value	39	0.75%
Fidelity Value Fund	FDVLX	D--	U.S. Mid Cap - Value	40	0.65%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	F--	U.S. Small Cap - Value	41	0.37%
High Yield & Emerging Market Bond		F--	U.S. Micro Cap - Value	46	0%
Specialty
PIMCO CommodityRealReturn Strategy Fund Administrative Class	PCRRX	B--	Commodities	20	0.99%
Fidelity Real Estate Income Fund	FRIFX	F--	U.S. Real Estate	23	0.84%
DFA Global Real Estate Securities Portfolio	DFGEX	F--	U.S. Real Estate	33	0.32%
Global REIT Stock Index		F--	U.S. Real Estate	34	0%
Fidelity Real Estate Investment Portfolio	FRESX	D--	U.S. Real Estate	37	0.8%
REIT Index		B--	U.S. Real Estate	38	0.1%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	D--	U.S. Real Estate	39	0%
Global & Intl. Equity
Fidelity Freedom 2015 Fund Class K	FSNLX	A--	International Large Cap	12	0%
Conservative Portfolio		A--	Europe	12	0.15%
PIMCO All Asset Fund Administrative Class	PAALX	C--	International Large Cap - Value	12	0.32%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	F--	International Small Cap	13	0.18%
Fidelity Freedom 2020 Fund Class K	FSNOX	A--	International Large Cap	14	0%
Fidelity Freedom 2025 Fund Class K	FSNPX	A--	International Large Cap	16	0%
Fidelity Freedom 2030 Fund Class K	FSNQX	A--	International Large Cap	19	0%
Fidelity International Real Estate Fund	FIREX	A--	International Small Cap	22	1.14%
Fidelity International Small Cap Fund	FISMX	D--	International Small Cap	23	1.31%
Fidelity Japan Fund	FJPNX	A--	Japan	24	0.91%
Pacific Stock Index		B--	Pacific	25	0.12%
Fidelity Pacific Basin Fund	FPBFX	A--	Pacific	25	1.21%
International Real Estate Index		F--	International Small Cap	25	0%
Fidelity Overseas Fund	FOSFX	A--	Europe	26	1.06%
American Funds EuroPacific Growth Fund Class A	AEPGX	A--	Europe	26	0.84%
American Funds New World Fund Class A	NEWFX	A--	Emerging Markets	26	1.06%
Fidelity China Region Fund	FHKCX	A--	Emerging Markets	26	0.98%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	F--	Emerging Markets	26	0.57%
Fidelity International Discovery Fund	FIGRX	A--	Europe	26	0.98%
Fidelity Diversified International Fund	FDIVX	B--	International Large Cap - Growth	27	0.92%
DFA International Small Company Portfolio Institutional Class	DFISX	B--	International Small Cap	27	0.54%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	C--	Emerging Markets	27	0.57%
Vanguard International Explorer Fund Investor Shares	VINEX	B--	International Small Cap	27	0.36%
DFA International Small Cap Value Portfolio Institutional Class	DISVX	F--	International Small Cap	27	0.69%
Fidelity Europe Fund	FIEUX	A--	Europe	28	1.02%
American Funds International Growth and Income Fund Class A	IGAAX	C--	Europe	28	0.91%
DFA Large Cap International Portfolio Institutional Class	DFALX	C--	Europe	28	0.29%
Fidelity Emerging Asia Fund	FSEAX	A--	Emerging Markets	28	1.05%
Vanguard International Growth Fund Admiral Shares	VWILX	A--	International Large Cap - Growth	28	0.35%
International Stock Market Index		B--	International Large Cap	28	0.34%
European Stock Index		C--	Europe	29	0.12%
DFA International Value Portfolio Institutional Class	DFIVX	D--	International Large Cap - Value	32	0.43%
Emerging Market Stock Index		A--	Emerging Markets	32	0.67%
Fidelity Canada Fund	FICDX	B--	Europe	32	0.86%
Fidelity Latin America Fund	FLATX	F--	Emerging Markets	45	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%
Income Plus Fund		A--	Europe	9	0.17%
Fidelity Freedom 2010 Fund Class K	FSNKX	C--	Europe	10	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	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	F--	Bond - U.S. High Yield	10	0.7%
PIMCO High Yield Fund Administrative Class	PHYAX	D--	Bond - U.S. High Yield	11	0.8%
Fidelity High Income Fund	SPHIX	D--	Bond - U.S. High Yield	11	0.72%
Fidelity New Markets Income Fund	FNMIX	F--	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	C++	Bond - Multi Sector	15	0.07%
Fidelity Capital & Income Fund	FAGIX	D--	Bond - U.S. High Yield	16	0.71%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C++	U.S. Treasury - Long	19	0.1%
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	C++	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%
PIMCO Long-Term U.S. Government Fund Administrative Class	PLGBX	C++	U.S. Treasury - Long	20	0.72%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	B++	U.S. Treasury - TIPS	23	0.55%
Long-Term Corporate Bond		D++	Bond - U.S. Corporate	24	0%
Vanguard Short-Term Investment-Grade Fund Admiral Shares	VFSUX	C++	Bond - U.S. Corporate	3	0.1%
PIMCO GNMA Fund Institutional Class	PDMIX	C++	Bond - U.S. Mortgages	3	0.5%
Fidelity Intermediate Government Income Fund	FSTGX	C++	U.S. Treasury - Short / Intermediate	4	0.45%
Fidelity Intermediate Bond Fund	FTHRX	B++	Bond - U.S. Corporate	4	0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Administrative Class	PFRAX	D++	Bond - U.S. Corporate	4	0.75%
PIMCO Global Bond (US Dollar-Hedged) Fund Administrative Class	PGDAX	D++	Bond - U.S. Corporate	4	0.8%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	C++	Bond - Multi Sector	4	0.46%
Dodge & Cox Income Fund	DODIX	C++	Bond - U.S. Corporate	5	0.43%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C++	U.S. Treasury - Short / Intermediate	5	0.1%
Total Bond Market		B++	Bond - Multi Sector	5	0.07%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	C++	Bond - U.S. Corporate	5	0.1%
Fidelity Total Bond Fund	FTBFX	C++	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	C++	Bond - Multi Sector	6	0.1%
PIMCO Total Return Fund Administrative Class	PTRAX	D++	Bond - Multi Sector	6	0.71%
American Funds Capital World Bond Fund Class A	CWBFX	D++	Bond - U.S. Corporate	6	0.91%
PIMCO Global Bond (Unhedged) Fund Administrative Class	PADMX	F++	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	D++	U.S. Treasury - TIPS	8	0.7%
PIMCO Diversified Income Fund Administrative Class	PDAAX	B--	Bond - Emerging Market	8	1%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	F++	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%

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