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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     
Fidelity Balanced Fund Class KFBAKXCU.S. All Cap10fund risk0.46%
Fidelity Mid-Cap Stock Fund Class KFKMCXCU.S. Mid Cap11fund risk0.65%
Fidelity Low-Priced Stock Fund Class KFLPKXFU.S. Mid Cap12fund risk0.68%
American Funds Capital World Growth and Income Fund Class R-6RWIGXDU.S. Large Cap13fund risk0.45%
American Funds Washington Mutual Investors Fund Class R-6RWMGXCU.S. Large Cap13fund risk0.3%
Vanguard Global Equity Fund Investor SharesVHGEXDU.S. All Cap14fund risk0.61%
American Funds Investment Company of America Class R-6RICGXDU.S. Mega Cap14fund risk0.3%
Fidelity Small Cap Stock FundFSLCXB--U.S. Small Cap15fund risk0.67%
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXCU.S. Mid Cap15fund risk0.08%
American Funds Fundamental Investors Class R-6RFNGXDU.S. Large Cap15fund risk0.31%
PIMCO StocksPLUS Fund Institutional ClassPSTKXCU.S. Large Cap16fund risk0.5%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXDU.S. All Cap16fund risk0.19%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap16fund risk0.26%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXD--U.S. Small Cap16fund risk0.32%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXCU.S. Large Cap16fund risk0.16%
Vanguard Small-Cap Index Fund Institutional SharesVSCIXA--U.S. Small Cap16fund risk0.08%
Vanguard PRIMECAP Core Fund Investor SharesVPCCXDU.S. All Cap16fund risk0.5%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXD--U.S. Small Cap17fund risk0.37%
Fidelity Stock Selector Small Cap FundFDSCXA--U.S. Small Cap17fund risk0.91%
Fidelity Fund Class KFFDKXFU.S. Mega Cap18fund risk0.41%
Vanguard Strategic Equity Fund Investor SharesVSEQXFU.S. Mid Cap18fund risk0.28%
Vanguard Target Retirement Income Fund Investor SharesVTINXBU.S. Large Cap4fund risk0.17%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap5fund risk0%
Fidelity Freedom 2015 Fund Class KFSNLXCU.S. All Cap6fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXCU.S. All Cap7fund risk0%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap8fund risk0%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap9fund risk0.29%
Vanguard Star Fund Investor SharesVGSTXCU.S. All Cap9fund risk0.34%
U.S. Equities - Growth     
Fidelity Convertible Securities FundFCVSXC+U.S. Mid Cap - Growth12fund risk0.72%
American Funds SMALLCAP World Fund Class R-6RLLGXF+U.S. Mid Cap - Growth15fund risk0.72%
American Funds New Perspective Fund Class R-6RNPGXDU.S. Large Cap - Growth16fund risk0.45%
American Funds AMCAP Fund Class R-6RAFGXDU.S. All Cap - Growth16fund risk0.37%
American Funds The New Economy Fund Class R-6RNGGXDU.S. All Cap - Growth17fund risk0.48%
American Funds The Growth Fund of America Class R-6RGAGXDU.S. All Cap - Growth17fund risk0.34%
Fidelity Capital Appreciation Fund Class KFCAKXFU.S. All Cap - Growth17fund risk0.63%
Fidelity Independence Fund Class KFDFKXFU.S. All Cap - Growth18fund risk0.5%
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXC+U.S. Mid Cap - Growth19fund risk0.51%
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth19fund risk0.34%
Fidelity Contrafund Fund Class KFCNKXDU.S. Large Cap - Growth19fund risk0.56%
Fidelity Growth Discovery Fund Class KFGDKXDU.S. All Cap - Growth19fund risk0.67%
Fidelity Trend FundFTRNXDU.S. All Cap - Growth20fund risk0.78%
Vanguard Morgan Growth Fund Admiral SharesVMRAXCU.S. All Cap - Growth20fund risk0.25%
Fidelity Leveraged Company Stock Fund Class KFLCKXFU.S. All Cap - Growth20fund risk0.68%
Fidelity Blue Chip Growth Fund Class KFBGKXCU.S. All Cap - Growth21fund risk0.6%
Fidelity OTC Portfolio Class KFOCKXFU.S. All Cap - Growth22fund risk0.6%
Fidelity Growth Company Fund Class KFGCKXDU.S. All Cap - Growth22fund risk0.71%
Fidelity Capital & Income FundFAGIXBU.S. All Cap - Growth6fund risk0.71%
U.S. Equities - Value     
American Funds American Mutual Fund Class R-6RMFGXBU.S. Large Cap - Value11fund risk0.31%
Fidelity Equity-Income Fund Class KFEIKXCU.S. Large Cap - Value13fund risk0.52%
Vanguard Equity-Income Fund Admiral SharesVEIRXBU.S. Large Cap - Value13fund risk0.21%
Vanguard Dividend Growth Fund Investor SharesVDIGXAU.S. Large Cap - Value13fund risk0.31%
Fidelity Dividend Growth Fund Class KFDGKXCU.S. Large Cap - Value14fund risk0.47%
Vanguard Windsor II Fund Admiral SharesVWNAXCU.S. All Cap - Value14fund risk0.28%
Fidelity Advisor Value Strategies Fund Class KFVSKXC-U.S. Mid Cap - Value14fund risk0.57%
Fidelity Small Cap Discovery FundFSCRXA--U.S. Small Cap - Value14fund risk1.01%
Dodge & Cox Global Stock FundDODWXFU.S. All Cap - Value14fund risk0.65%
Vanguard Selected Value Fund Investor SharesVASVXF-U.S. Mid Cap - Value15fund risk0.43%
Vanguard Windsor Fund Admiral SharesVWNEXFU.S. All Cap - Value15fund risk0.27%
Fidelity Value Fund Class KFVLKXD-U.S. Mid Cap - Value15fund risk0.52%
Fidelity Large Cap Stock FundFLCSXCU.S. All Cap - Value15fund risk0.88%
Dodge & Cox Stock FundDODGXDU.S. All Cap - Value15fund risk0.52%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXD--U.S. Small Cap - Value17fund risk0.37%
Fidelity Export and Multinational Fund Class KFEXKXFU.S. All Cap - Value17fund risk0.63%
Vanguard Wellesley Income Fund Admiral SharesVWIAXAU.S. Large Cap - Value4fund risk0.18%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap - Value8fund risk0.18%
Dodge & Cox Balanced FundDODBXCU.S. All Cap - Value9fund risk0.53%
Specialty     
DFA Global Real Estate Securities PortfolioDFGEXA++U.S. Real Estate11fund risk0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXC--Commodities13fund risk0.74%
Fidelity Real Estate Investment PortfolioFRESXB++U.S. Real Estate15fund risk0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXB++U.S. Real Estate15fund risk0%
Fidelity Real Estate Income FundFRIFXA++U.S. Real Estate5fund risk0.84%
Global & Intl. Equity     
Fidelity International Small Cap FundFISMXF--International Large Cap - Growth11fund risk1.31%
Vanguard International Value Fund Investor SharesVTRIXC--International Large Cap12fund risk0.43%
DFA International Small Company Portfolio Institutional ClassDFISXF--International Large Cap - Growth12fund risk0.54%
DFA Large Cap International Portfolio Institutional ClassDFALXC--International Large Cap12fund risk0.29%
Fidelity International Discovery Fund Class KFIDKXD--International Large Cap - Growth13fund risk0.83%
DFA International Vector Equity Portfolio Institutional ClassDFVQXF--International Large Cap13fund risk0.51%
Fidelity Canada FundFICDXA--International Large Cap - Growth13fund risk0.86%
American Funds International Growth and Income Fund Class R-6RIGGXC--International Large Cap - Growth13fund risk0.59%
Fidelity Overseas Fund Class KFOSKXC--International Large Cap - Growth13fund risk0.9%
Fidelity Diversified International Fund Class KFDIKXC--International Large Cap - Growth13fund risk0.78%
DFA International Value Portfolio Institutional ClassDFIVXC--International Large Cap - Value14fund risk0.43%
American Funds New World Fund Class R-6RNWGXA--Emerging Markets14fund risk0.65%
Vanguard International Explorer Fund Investor SharesVINEXF--International Large Cap - Growth14fund risk0.36%
American Funds EuroPacific Growth Fund Class R-6RERGXC--International Large Cap - Growth14fund risk0.49%
Fidelity Europe FundFIEUXC--Europe14fund risk1.02%
Dodge & Cox International Stock FundDODFXC--Europe14fund risk0.64%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXC--Emerging Markets15fund risk0.57%
Fidelity Pacific Basin FundFPBFXA--Pacific15fund risk1.21%
Fidelity Japan FundFJPNXC--Pacific15fund risk0.91%
DFA Emerging Markets Portfolio Institutional ClassDFEMXC--Emerging Markets15fund risk0.57%
Vanguard International Growth Fund Admiral SharesVWILXC--International Large Cap - Growth18fund risk0.35%
Fidelity Freedom Income Class KFNSHXB--International Large Cap - Growth3fund risk0%
Fidelity China Region FundFHKCXA--Emerging Markets21fund risk0.98%
Fidelity Latin America FundFLATXA--Emerging Markets25fund risk1.03%
Fidelity Freedom 2005 Fund Class KFSNJXB--International Large Cap - Growth4fund risk0%
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXC--Europe4fund risk0.55%
PIMCO All Asset Fund Institutional ClassPAAIXB-Emerging Markets5fund risk0.07%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXC-Emerging Markets5fund risk0.18%
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXC--Europe6fund risk0.5%
Fidelity International Real Estate FundFIREXA--International Large Cap - Growth9fund risk1.14%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
Fidelity Short-Term Bond FundFSHBXB++U.S. Treasury - Short / Intermediate1fund 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 SharesVFSIXB++U.S. Treasury - Short / Intermediate1fund risk0.07%
PIMCO Low Duration III Fund Institutional ClassPLDIXB++Bond - Multi Sector1fund risk0.5%
Fidelity Limited Term Government FundFFXSXC+U.S. Treasury - Short1fund risk0.45%
PIMCO Low Duration Fund Institutional ClassPTLDXB++Bond - Multi Sector1fund risk0.46%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXB++Bond - Multi Sector2fund risk0.5%
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXC++U.S. Treasury - Short / Intermediate2fund risk0%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXB++Bond - Emerging Market2fund risk0.55%
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXB++Bond - Multi Sector2fund risk0.9%
Dodge & Cox Income FundDODIXB++Bond - U.S. Corporate2fund risk0.43%
Fidelity Intermediate Government Income FundFSTGXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
Fidelity Intermediate Bond FundFTHRXC++U.S. Treasury - Short / Intermediate2fund risk0.45%
Vanguard GNMA Fund Admiral SharesVFIJXC++Bond - U.S. Mortgages2fund risk0.11%
Fidelity GNMA FundFGMNXC++Bond - U.S. Mortgages2fund risk0.45%
Fidelity Floating Rate High Income FundFFRHXC++Bond - U.S. High Yield2fund risk0.7%
PIMCO Moderate Duration Fund Institutional ClassPMDRXC++U.S. Treasury - Short / Intermediate2fund risk0.46%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXC++Bond - U.S. Mortgages2fund risk0.5%
PIMCO GNMA Fund Institutional ClassPDMIXC++Bond - U.S. Mortgages2fund risk0.5%
Fidelity Total Bond FundFTBFXC++Bond - U.S. Corporate2fund risk0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB++U.S. Treasury - Intermediate3fund risk0.1%
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 Diversified Income Fund Institutional ClassPDIIXB++Bond - Emerging Market3fund risk0.75%
PIMCO Total Return III Fund Institutional ClassPTSAXB++Bond - Multi Sector3fund risk0.5%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXB++Bond - U.S. Corporate3fund risk0.5%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector3fund risk0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXB++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 - TIPS3fund risk0.45%
American Funds Capital World Bond Fund Class R-6RCWGXC++Bond - U.S. Mortgages3fund risk0.52%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield4fund risk0.55%
Fidelity High Income FundSPHIXD++Bond - U.S. High Yield4fund risk0.72%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield4fund risk0.13%
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 SharesVWETXD++Bond - U.S. Corporate6fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB++U.S. Treasury - Long7fund risk0.07%
PIMCO Real Return Asset Fund Institutional ClassPRAIXD+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%
PIMCO Emerging Local Bond Fund Institutional ClassPELBXF++Bond - Emerging Market9fund risk0.9%
Other     
Vanguard Target Retirement 2010 Fund Investor SharesVTENX Other0fund risk0.17%
Fidelity Fifty FundFFTYX Other0fund risk0.83%
Fidelity Global Balanced FundFGBLX Other0fund risk1%
Fidelity Strategic Income FundFSICX Other0fund risk0.69%
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