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
American Funds Investment Company of America Class R-6	RICGX	C	U.S. Large Cap	10	0.3%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	C	U.S. Large Cap	11	0.3%
Vanguard Global Equity Fund Investor Shares	VHGEX	B	U.S. All Cap	11	0.61%
Vanguard Mid-Cap Index Fund Institutional Shares	VMCIX	C	U.S. Mid Cap	11	0.08%
American Funds AMCAP Fund Class R-6	RAFGX	A	U.S. All Cap	11	0.37%
American Funds Fundamental Investors Class R-6	RFNGX	B	U.S. Large Cap	11	0.31%
Vanguard Windsor Fund Admiral Shares	VWNEX	C	U.S. All Cap	11	0.27%
PIMCO StocksPLUS Fund Institutional Class	PSTKX	C	U.S. Large Cap	11	0.5%
Dodge & Cox Global Stock Fund	DODWX	D	U.S. All Cap	11	0.65%
Fidelity Small Cap Stock Fund	FSLCX	C-	U.S. Small Cap	12	0.67%
DFA U.S. Core Equity 1 Portfolio Institutional Class	DFEOX	C	U.S. All Cap	12	0.19%
Vanguard Growth and Income Fund Admiral Shares	VGIAX	C	U.S. Large Cap	12	0.26%
Vanguard FTSE Social Index Fund Institutional Shares	VFTNX	C	U.S. Large Cap	12	0.16%
Vanguard Small-Cap Index Fund Institutional Shares	VSCIX	B-	U.S. Small Cap	12	0.08%
Fidelity Fund Class K	FFDKX	B	U.S. Mega Cap	12	0.41%
Fidelity Stock Selector Small Cap Fund	FDSCX	B-	U.S. Small Cap	13	0.91%
DFA U.S. Vector Equity Portfolio Institutional Class	DFVEX	C-	U.S. Small Cap	13	0.32%
Vanguard PRIMECAP Core Fund Investor Shares	VPCCX	C	U.S. All Cap	13	0.5%
Vanguard Strategic Equity Fund Investor Shares	VSEQX	D	U.S. Mid Cap	13	0.28%
DFA U.S. Small Cap Portfolio Institutional Class	DFSTX	D-	U.S. Small Cap	14	0.37%
Vanguard Target Retirement Income Fund Investor Shares	VTINX	C	U.S. Large Cap	3	0.17%
Fidelity Freedom 2005 Fund Class K	FSNJX	C	U.S. Large Cap	4	0%
Vanguard Wellesley Income Fund Admiral Shares	VWIAX	C	U.S. Large Cap	4	0.18%
Fidelity Capital & Income Fund	FAGIX	C	U.S. All Cap	4	0.71%
Fidelity Freedom 2010 Fund Class K	FSNKX	B	U.S. Large Cap	4	0%
Fidelity Freedom 2015 Fund Class K	FSNLX	B	U.S. Large Cap	5	0%
Fidelity Freedom 2020 Fund Class K	FSNOX	B	U.S. All Cap	6	0%
American Funds American Balanced Fund Class R-6	RLBGX	C	U.S. Large Cap	6	0.29%
Fidelity Freedom 2025 Fund Class K	FSNPX	B	U.S. All Cap	7	0%
Vanguard Star Fund Investor Shares	VGSTX	B	U.S. Large Cap	7	0.34%
Vanguard Wellington Fund Admiral Shares	VWENX	C	U.S. Large Cap	7	0.18%
Fidelity Balanced Fund Class K	FBAKX	C	U.S. Large Cap	8	0.46%
Fidelity Low-Priced Stock Fund Class K	FLPKX	B	U.S. Mid Cap	9	0.68%
American Funds American Mutual Fund Class R-6	RMFGX	D	U.S. Large Cap	10	0.31%
Vanguard Dividend Growth Fund Investor Shares	VDIGX	D	U.S. Large Cap	10	0.31%
Fidelity Mid-Cap Stock Fund Class K	FKMCX	B	U.S. Mid Cap	10	0.65%
American Funds Capital World Growth and Income Fund Class R-6	RWIGX	B	U.S. Large Cap	10	0.45%
U.S. Equities - Growth
American Funds New Perspective Fund Class R-6	RNPGX	C++	U.S. All Cap - Growth	11	0.45%
American Funds The Growth Fund of America Class R-6	RGAGX	B++	U.S. All Cap - Growth	12	0.34%
Vanguard Mid-Cap Growth Fund Investor Shares	VMGRX	C++	U.S. Mid Cap - Growth	12	0.51%
American Funds The New Economy Fund Class R-6	RNGGX	A++	U.S. All Cap - Growth	12	0.48%
Vanguard Explorer Fund Admiral Shares	VEXRX	A+	U.S. Small Cap - Growth	13	0.34%
Fidelity Independence Fund Class K	FDFKX	C++	U.S. All Cap - Growth	13	0.5%
Fidelity Growth Discovery Fund Class K	FGDKX	C++	U.S. Large Cap - Growth	13	0.67%
Fidelity Capital Appreciation Fund Class K	FCAKX	C++	U.S. All Cap - Growth	13	0.63%
Vanguard Morgan Growth Fund Admiral Shares	VMRAX	C++	U.S. All Cap - Growth	13	0.25%
Fidelity Contrafund Fund Class K	FCNKX	C++	U.S. Large Cap - Growth	14	0.56%
Fidelity Trend Fund	FTRNX	C++	U.S. All Cap - Growth	14	0.78%
Fidelity Leveraged Company Stock Fund Class K	FLCKX	F++	U.S. Mid Cap - Growth	14	0.68%
Fidelity Blue Chip Growth Fund Class K	FBGKX	C++	U.S. All Cap - Growth	14	0.6%
Fidelity Growth Company Fund Class K	FGCKX	A++	U.S. All Cap - Growth	15	0.71%
Fidelity OTC Portfolio Class K	FOCKX	C++	U.S. All Cap - Growth	15	0.6%
Fidelity Convertible Securities Fund	FCVSX	D++	U.S. All Cap - Growth	8	0.72%
American Funds SMALLCAP World Fund Class R-6	RLLGX	B++	U.S. Mid Cap - Growth	9	0.72%
U.S. Equities - Value
Fidelity Dividend Growth Fund Class K	FDGKX	A--	U.S. Large Cap - Value	10	0.47%
Fidelity Equity-Income Fund Class K	FEIKX	D--	U.S. Large Cap - Value	11	0.52%
Fidelity Export and Multinational Fund Class K	FEXKX	B--	U.S. Large Cap - Value	11	0.63%
Vanguard Equity-Income Fund Admiral Shares	VEIRX	B--	U.S. Large Cap - Value	11	0.21%
Fidelity Value Fund Class K	FVLKX	D--	U.S. Mid Cap - Value	11	0.52%
Fidelity Canada Fund	FICDX	D--	U.S. Mid Cap - Value	11	0.86%
Fidelity Advisor Value Strategies Fund Class K	FVSKX	D--	U.S. Mid Cap - Value	11	0.57%
Vanguard Windsor II Fund Admiral Shares	VWNAX	C--	U.S. Large Cap - Value	11	0.28%
Vanguard Selected Value Fund Investor Shares	VASVX	C--	U.S. Mid Cap - Value	12	0.43%
Fidelity Large Cap Stock Fund	FLCSX	B--	U.S. Large Cap - Value	12	0.88%
Dodge & Cox Stock Fund	DODGX	C--	U.S. All Cap - Value	12	0.52%
Fidelity Small Cap Discovery Fund	FSCRX	B--	U.S. Small Cap - Value	13	1.01%
DFA U.S. Targeted Value Portfolio Institutional Class	DFFVX	B--	U.S. Small Cap - Value	14	0.37%
Dodge & Cox Balanced Fund	DODBX	C--	U.S. All Cap - Value	7	0.53%
Specialty
Fidelity Real Estate Investment Portfolio	FRESX	A--	U.S. Real Estate	12	0.8%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class	PRRSX	A--	U.S. Real Estate	13	0%
Fidelity Real Estate Income Fund	FRIFX	B--	U.S. Real Estate	4	0.84%
DFA Global Real Estate Securities Portfolio	DFGEX	A--	U.S. Real Estate	10	0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional Class	PCRIX	D++	Commodities	10	0.74%
Global & Intl. Equity
American Funds New World Fund Class R-6	RNWGX	B++	Emerging Markets	10	0.65%
American Funds EuroPacific Growth Fund Class R-6	RERGX	A+	International Large Cap - Growth	10	0.49%
DFA International Value Portfolio Institutional Class	DFIVX	A-	International Large Cap - Value	11	0.43%
DFA Emerging Markets Value Portfolio Institutional Class	DFEVX	B++	Emerging Markets	11	0.57%
Fidelity Europe Fund	FIEUX	B-	Europe	11	1.02%
Fidelity Japan Fund	FJPNX	A++	Japan	11	0.91%
DFA Emerging Markets Portfolio Institutional Class	DFEMX	B++	Emerging Markets	12	0.57%
Dodge & Cox International Stock Fund	DODFX	D	International Large Cap	12	0.64%
Vanguard International Growth Fund Admiral Shares	VWILX	A+	International Large Cap - Growth	13	0.35%
Fidelity China Region Fund	FHKCX	A++	Emerging Markets	15	0.98%
Fidelity Freedom Income Class K	FNSHX	C+	International Large Cap - Growth	3	0%
Fidelity Latin America Fund	FLATX	A++	Emerging Markets	23	1.03%
PIMCO All Asset Fund Institutional Class	PAAIX	B++	Emerging Markets	4	0.07%
PIMCO All Asset All Authority Fund Institutional Class	PAUIX	C++	Emerging Markets	4	0.18%
Fidelity Global Balanced Fund	FGBLX	A+	International Large Cap - Growth	7	1%
PIMCO Emerging Local Bond Fund Institutional Class	PELBX	A++	Emerging Markets	7	0.9%
Fidelity International Small Cap Fund	FISMX	A	International Small Cap	8	1.31%
Fidelity International Real Estate Fund	FIREX	A	International Small Cap	8	1.14%
American Funds International Growth and Income Fund Class R-6	RIGGX	A-	Europe	9	0.59%
DFA International Small Company Portfolio Institutional Class	DFISX	A	International Small Cap	9	0.54%
Fidelity Overseas Fund Class K	FOSKX	C+	International Large Cap - Growth	10	0.9%
Vanguard International Explorer Fund Investor Shares	VINEX	A+	International Large Cap - Growth	10	0.36%
Vanguard International Value Fund Investor Shares	VTRIX	A	International Large Cap	10	0.43%
DFA International Vector Equity Portfolio Institutional Class	DFVQX	A	International Large Cap	10	0.51%
Fidelity Pacific Basin Fund	FPBFX	A+	Pacific	10	1.21%
Fidelity International Discovery Fund Class K	FIDKX	A-	Europe	10	0.83%
Fidelity Diversified International Fund Class K	FDIKX	C+	International Large Cap - Growth	10	0.78%
DFA Large Cap International Portfolio Institutional Class	DFALX	B	International Large Cap	10	0.29%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Fidelity Short-Term Bond Fund	FSHBX	C	U.S. Treasury - Short	1	0.45%
Vanguard Short-Term Treasury Fund Admiral Shares	VFIRX	C	U.S. Treasury - Short	1	0.1%
PIMCO Low Duration Fund Institutional Class	PTLDX	C-	Bond - Multi Sector	1	0.46%
PIMCO Unconstrained Bond Fund Institutional Class	PFIUX	B-	Bond - Multi Sector	1	0.9%
Vanguard Short-Term Investment-Grade Fund Institutional Shares	VFSIX	C	U.S. Treasury - Short / Intermediate	1	0.07%
Vanguard Short-Term Federal Fund Admiral Shares	VSGDX	C	U.S. Treasury - Short	1	0.1%
PIMCO Low Duration III Fund Institutional Class	PLDIX	C	U.S. Treasury - Short / Intermediate	1	0.5%
Fidelity Floating Rate High Income Fund	FFRHX	B	Bond - U.S. High Yield	1	0.7%
Vanguard Short-Term Bond Index Fund Institutional Shares	VBITX	C	U.S. Treasury - Short / Intermediate	1	0%
Fidelity Limited Term Government Fund	FFXSX	C	U.S. Treasury - Short / Intermediate	1	0.45%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class	PFORX	B	Bond - U.S. Municipals	2	0.5%
Dodge & Cox Income Fund	DODIX	C	Bond - U.S. Corporate	2	0.43%
Fidelity Intermediate Government Income Fund	FSTGX	C	U.S. Treasury - Short / Intermediate	2	0.45%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class	PGBIX	B	U.S. Treasury - Intermediate / Long	2	0.55%
Fidelity Intermediate Bond Fund	FTHRX	C	U.S. Treasury - Short / Intermediate	2	0.45%
Fidelity GNMA Fund	FGMNX	C	Bond - U.S. Mortgages	2	0.45%
Fidelity Strategic Income Fund	FSICX	B	Bond - Emerging Market	2	0.69%
Vanguard GNMA Fund Admiral Shares	VFIJX	C	Bond - U.S. Mortgages	2	0.11%
PIMCO Moderate Duration Fund Institutional Class	PMDRX	C	U.S. Treasury - Short / Intermediate	2	0.46%
PIMCO Mortgage-Backed Securities Fund Institutional Class	PTRIX	B-	Bond - Multi Sector	2	0.5%
PIMCO GNMA Fund Institutional Class	PDMIX	C	Bond - U.S. Mortgages	2	0.5%
Fidelity Total Bond Fund	FTBFX	C	U.S. Treasury - Intermediate	2	0.45%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares	VFIDX	C	U.S. Treasury - Intermediate	3	0.1%
Fidelity Government Income Fund	FGOVX	C	U.S. Treasury - Intermediate	3	0.45%
PIMCO Diversified Income Fund Institutional Class	PDIIX	C	Bond - Emerging Market	3	0.75%
Vanguard High-Yield Corporate Fund Admiral Shares	VWEAX	C	Bond - U.S. High Yield	3	0.13%
Vanguard Intermediate-Term Treasury Fund Admiral Shares	VFIUX	C	U.S. Treasury - Short / Intermediate	3	0.1%
PIMCO High Yield Fund Institutional Class	PHIYX	C	Bond - U.S. High Yield	3	0.55%
Fidelity High Income Fund	SPHIX	B	Bond - U.S. High Yield	3	0.72%
PIMCO Total Return III Fund Institutional Class	PTSAX	B-	Bond - Multi Sector	3	0.5%
PIMCO Total Return Fund Institutional Class	PTTRX	B-	Bond - Multi Sector	3	0.46%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares	VBIMX	C	U.S. Treasury - Intermediate	3	0.07%
Vanguard Inflation-Protected Securities Fund Institutional Shares	VIPIX	C	U.S. Treasury - TIPS	3	0.07%
PIMCO Investment Grade Corporate Bond Fund Institutional Class	PIGIX	B-	Bond - Multi Sector	3	0.5%
PIMCO Emerging Markets Bond Fund Institutional Class	PEBIX	C	Bond - Emerging Market	3	0.83%
PIMCO Real Return Fund Institutional Class	PRRIX	C	U.S. Treasury - TIPS	3	0.45%
American Funds Capital World Bond Fund Class R-6	RCWGX	A	U.S. Treasury - Intermediate	4	0.52%
Fidelity New Markets Income Fund	FNMIX	C	Bond - Emerging Market	4	0.84%
PIMCO Global Bond (Unhedged) Fund Institutional Class	PIGLX	A	Bond - U.S. Corporate	4	0.55%
PIMCO Foreign Bond (Unhedged) Fund Institutional Class	PFUIX	A	U.S. Treasury - TIPS	6	0.5%
Vanguard Long-Term Investment-Grade Fund Admiral Shares	VWETX	C+	U.S. Treasury - Long	7	0.12%
Vanguard Long-Term Bond Index Fund Institutional Shares	VBLLX	C+	U.S. Treasury - Long	7	0.07%
PIMCO Real Return Asset Fund Institutional Class	PRAIX	C	U.S. Treasury - TIPS	8	0.55%
PIMCO Long-Term U.S. Government Fund Institutional Class	PGOVX	C+	U.S. Treasury - Long	9	0.47%
Vanguard Long-Term Treasury Fund Admiral Shares	VUSUX	C+	U.S. Treasury - Long	9	0.1%
Other
Fidelity Fifty Fund	FFTYX		Other	0	0.83%
Vanguard Target Retirement 2010 Fund Investor Shares	VTENX		Other	0	0.17%

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