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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     
Vanguard Star Fund Investor SharesVGSTXCU.S. All Cap10fund risk0.34%
Vanguard Institutional Target Retirement 2035 Fund Institutional SharesVITFXCU.S. All Cap11fund risk0%
Vanguard Institutional Target Retirement 2040 Fund Institutional SharesVIRSXCU.S. All Cap12fund risk0%
Fidelity Freedom 2035 Fund Class KFSNUXBU.S. All Cap12fund risk0%
Fidelity Puritan FundFPURXCU.S. Large Cap12fund risk0.57%
Vanguard Institutional Target Retirement 2045 Fund Institutional SharesVITLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2060 Fund Institutional SharesVILVXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2055 Fund Institutional SharesVIVLXCU.S. All Cap13fund risk0%
Vanguard Institutional Target Retirement 2050 Fund Institutional SharesVTRLXCU.S. All Cap13fund risk0%
Vanguard Chester Shs Vanguard Institutional Target Retirement 2065 FundVSXFXCU.S. All Cap13fund risk0%
Fidelity Freedom 2055 Fund Class KFNSDXBU.S. All Cap13fund risk0%
Fidelity Freedom 2050 Fund Class KFNSBXBU.S. All Cap13fund risk0%
Fidelity Freedom 2045 Fund Class KFSNZXBU.S. All Cap13fund risk0%
Fidelity Freedom 2040 Fund Class KFSNVXBU.S. All Cap13fund risk0%
American Funds Capital World Growth and Income Fund Class R-6RWIGXCU.S. Large Cap14fund risk0.45%
High Yield & Emerging Market BondA+U.S. Mid Cap14fund risk0%
American Funds Investment Company of America Class R-6RICGXDU.S. Large Cap14fund risk0.3%
American Funds Fundamental Investors Class R-6RFNGXCU.S. Large Cap15fund risk0.31%
Vanguard Global Equity Fund Investor SharesVHGEXCU.S. All Cap15fund risk0.61%
Vanguard Growth and Income Fund Admiral SharesVGIAXCU.S. Large Cap15fund risk0.26%
PIMCO StocksPLUS Fund Administrative ClassPPLAXCU.S. Large Cap15fund risk0.75%
Vanguard Large Cap Growth (Russell 1000 Growth) Index TrustCU.S. Large Cap15fund risk0.08%
American Funds AMCAP Fund Class R-6RAFGXDU.S. Large Cap15fund risk0.37%
Vanguard Total Stock Market Index TrustCU.S. All Cap16fund risk0.05%
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXBU.S. All Cap16fund risk0.19%
Vanguard Mid-Cap Index Fund Admiral SharesVIMAXC+U.S. Mid Cap16fund risk0.09%
Vanguard FTSE Social Index Fund Institutional SharesVFTNXC-U.S. Mega Cap16fund risk0.16%
Vanguard PRIMECAP Fund Admiral SharesVPMAXBU.S. All Cap17fund risk0.36%
Vanguard Strategic Equity Fund Investor SharesVSEQXB+U.S. Mid Cap18fund risk0.28%
Vanguard U.S. Multifactor FundB+U.S. Mid Cap18fund risk0%
Fidelity Small Cap Stock FundFSLCXB+U.S. Small Cap19fund risk0.67%
Vanguard Small-Cap Index Fund Admiral SharesVSMAXB+U.S. Small Cap19fund risk0.09%
Fidelity Leveraged Company Stock FundFLVCXBU.S. All Cap20fund risk0.82%
Fidelity Freedom 2005 Fund Class KFSNJXBU.S. All Cap4fund risk0%
Vanguard Institutional Target Retirement Income Fund Institutional SharesVITRXCU.S. All Cap5fund risk0%
Income Plus FundCU.S. All Cap5fund risk0.17%
Fidelity Freedom 2010 Fund Class KFSNKXBU.S. All Cap5fund risk0%
Vanguard Institutional Target Retirement 2015 Fund Institutional SharesVITVXCU.S. Large Cap5fund risk0%
Fidelity Capital & Income FundFAGIXAU.S. All Cap6fund risk0.71%
Fidelity Freedom 2015 Fund Class KFSNLXBU.S. All Cap7fund risk0%
Vanguard Institutional Target Retirement 2020 Fund Institutional SharesVITWXCU.S. All Cap7fund risk0%
Fidelity Freedom 2020 Fund Class KFSNOXBU.S. All Cap8fund risk0%
Vanguard Institutional Target Retirement 2025 Fund Institutional SharesVRIVXCU.S. All Cap8fund risk0%
American Funds American Balanced Fund Class R-6RLBGXBU.S. Large Cap9fund risk0.29%
AQR Risk Parity Fund Class IAQRIXAU.S. Large Cap9fund risk0.88%
Fidelity Freedom 2025 Fund Class KFSNPXCU.S. All Cap9fund risk0%
Vanguard Institutional Target Retirement 2030 Fund Institutional SharesVTTWXCU.S. All Cap10fund risk0%
Vanguard Wellington Fund Admiral SharesVWENXBU.S. Large Cap10fund risk0.18%
Fidelity Freedom 2030 Fund Class KFSNQXBU.S. All Cap10fund risk0%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-6RLLGXA-U.S. Mid Cap - Growth16fund risk0.72%
American Funds The New Economy Fund Class R-6RNGGXB--U.S. All Cap - Growth17fund risk0.48%
American Funds New Perspective Fund Class R-6RNPGXA--U.S. All Cap - Growth17fund risk0.45%
Fidelity Convertible Securities FundFCVSXB-U.S. Mid Cap - Growth17fund risk0.72%
American Funds The Growth Fund of America Class R-6RGAGXB--U.S. All Cap - Growth18fund risk0.34%
Fidelity Contrafund FundFCNTXC--U.S. Large Cap - Growth19fund risk0.66%
Vanguard Mid-Cap Growth Index Fund Admiral SharesVMGMXB-U.S. Mid Cap - Growth19fund risk0.09%
Vanguard Explorer Fund Admiral SharesVEXRXA--U.S. Small Cap - Growth19fund risk0.34%
Fidelity Growth Discovery FundFDSVXC--U.S. All Cap - Growth19fund risk0.81%
Small/Mid-Cap IndexA--U.S. Small Cap - Growth20fund risk0.1%
Fidelity Focused Stock FundFTQGXC--U.S. All Cap - Growth21fund risk0.89%
Fidelity Trend FundFTRNXF--U.S. All Cap - Growth22fund risk0.78%
Fidelity OTC PortfolioFOCPXB--U.S. All Cap - Growth22fund risk0.74%
Fidelity Growth CompanyFDGRXB--U.S. All Cap - Growth23fund risk0.83%
Fidelity Blue Chip Growth FundFBGRXB--U.S. All Cap - Growth23fund risk0.74%
Vanguard Small Cap Growth (Russell 2000 Growth) Index TrustC--U.S. Small Cap - Growth24fund risk0.08%
Vanguard U.S Growth Fund Admiral SharesVWUAXD--U.S. All Cap - Growth24fund risk0.31%
U.S. Equities - Value     
Dodge & Cox Balanced FundDODBXA++U.S. All Cap - Value12fund risk0.53%
American Funds American Mutual Fund Class R-6RMFGXD++U.S. Mega Cap - Value12fund risk0.31%
Vanguard Dividend Growth Fund Investor SharesVDIGXC++U.S. Mega Cap - Value13fund risk0.31%
Fidelity Equity-Income FundFEQIXB++U.S. Mega Cap - Value14fund risk0.64%
Vanguard Equity-Income Fund Admiral SharesVEIRXC++U.S. Mega Cap - Value14fund risk0.21%
American Funds Washington Mutual Investors Fund Class R-6RWMGXD++U.S. Mega Cap - Value14fund risk0.3%
Fidelity Low-Priced Stock FundFLPSXA++U.S. All Cap - Value15fund risk0.79%
Vanguard Large Cap Value (Russell 1000 Value) Index TrustC++U.S. Large Cap - Value16fund risk0.08%
Fidelity Dividend Growth FundFDGFXC++U.S. Large Cap - Value17fund risk0.62%
Fidelity Large Cap Stock FundFLCSXB++U.S. All Cap - Value17fund risk0.88%
Dodge & Cox Global Stock FundDODWXA++U.S. All Cap - Value18fund risk0.65%
Fidelity Mid-Cap Stock FundFMCSXC++U.S. Mid Cap - Value18fund risk0.78%
Vanguard Windsor Fund Admiral SharesVWNEXC++U.S. All Cap - Value18fund risk0.27%
Dodge & Cox Stock FundDODGXA++U.S. All Cap - Value19fund risk0.52%
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXB++U.S. Mid Cap - Value20fund risk0.32%
Fidelity Small Cap Discovery FundFSCRXB++U.S. Mid Cap - Value20fund risk1.01%
Fidelity Value FundFDVLXA++U.S. Mid Cap - Value21fund risk0.65%
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXB++U.S. Small Cap - Value22fund risk0.37%
Vanguard Selected Value Fund Investor SharesVASVXF++U.S. Mid Cap - Value23fund risk0.43%
International Business Machines Corp.IBMD++U.S. Mega Cap - Value25fund risk0%
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXA++U.S. Small Cap - Value25fund risk0.37%
Vanguard Small Cap Value (Russell 2000 Value) Index TrustC++U.S. Small Cap - Value26fund risk0.08%
Vanguard Wellesley Income Fund Admiral SharesVWIAXC++U.S. Mega Cap - Value5fund risk0.18%
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXA++Commodities14fund risk0.74%
DFA Global Real Estate Securities PortfolioDFGEXB++U.S. Real Estate15fund risk0.32%
Fidelity Real Estate Investment PortfolioFRESXB++U.S. Real Estate17fund risk0.8%
Real Estate Investment Trust (BlackRock)B++U.S. Real Estate19fund risk0%
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXA++U.S. Real Estate19fund risk0%
Fidelity Real Estate Income FundFRIFXA++U.S. Real Estate7fund risk0.84%
Global & Intl. Equity     
Fidelity International Real Estate FundFIREXC++International Small Cap11fund risk1.14%
Fidelity International Small Cap FundFISMXA++International Small Cap12fund risk1.31%
International Real Estate IndexB-Pacific ex-Japan14fund risk0%
Total International Stock Market Index (State Street)D++International Small Cap14fund risk0.14%
Fidelity Diversified International FundFDIVXB-International Large Cap - Growth14fund risk0.92%
Fidelity Overseas FundFOSFXA-International Large Cap - Growth14fund risk1.06%
DFA International Small Company Portfolio Institutional ClassDFISXC++International Small Cap14fund risk0.54%
American Funds International Growth and Income Fund Class R-6RIGGXA-International Large Cap14fund risk0.59%
DFA Large Cap International Portfolio Institutional ClassDFALXA-International Large Cap14fund risk0.29%
Vanguard International Explorer Fund Investor SharesVINEXC++International Small Cap15fund risk0.36%
International Real Estate Index (BlackRock)A-International Large Cap15fund risk0%
Fidelity Canada FundFICDXA++International Small Cap15fund risk0.86%
Fidelity Pacific Basin FundFPBFXCEmerging Markets15fund risk1.21%
Fidelity International Discovery FundFIGRXB-International Large Cap - Growth15fund risk0.98%
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXAEmerging Markets15fund risk0.57%
DFA International Vector Equity Portfolio Institutional ClassDFVQXC++International Small Cap15fund risk0.51%
Fidelity Europe FundFIEUXB+Europe15fund risk1.02%
American Funds EuroPacific Growth Fund Class R-6RERGXA-International Large Cap - Growth16fund risk0.49%
American Funds New World Fund Class R-6RNWGXAEmerging Markets16fund risk0.65%
European Stock IndexB+Europe16fund risk0.12%
Vanguard International Value Fund Investor SharesVTRIXAInternational Large Cap - Value16fund risk0.43%
Fidelity Japan FundFJPNXF-Pacific16fund risk0.91%
DFA Emerging Markets Portfolio Institutional ClassDFEMXAEmerging Markets16fund risk0.57%
Vanguard Emerging Markets Stock Index Fund Institutional Plus SharesVEMRXCEmerging Markets17fund risk0.1%
DFA International Value Portfolio Institutional ClassDFIVXAInternational Large Cap - Value18fund risk0.43%
Dodge & Cox International Stock FundDODFXAInternational Large Cap - Value18fund risk0.64%
Fidelity Emerging Asia FundFSEAXBEmerging Markets20fund risk1.05%
Vanguard International Growth Fund Admiral SharesVWILXBEmerging Markets21fund risk0.35%
Fidelity China Region FundFHKCXFEmerging Markets21fund risk0.98%
Fidelity Latin America FundFLATXBEmerging Markets24fund risk1.03%
Fidelity Freedom Income Class KFNSHXBEmerging Markets4fund risk0%
PIMCO All Asset All Authority Fund Institutional ClassPAUIXA++International Small Cap8fund risk0.18%
PIMCO LOW DURATION ESG FUNDCBond - U.S. Mortgages1fund risk0.5%
PIMCO Low Duration Fund Administrative ClassPLDAXC+U.S. Treasury - TIPS1fund risk0.71%
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXCU.S. Treasury - Short1fund risk0.1%
Vanguard Short-Term Federal Fund Admiral SharesVSGDXCBond - U.S. Mortgages1fund risk0.1%
Fidelity Limited Term Government FundFFXSXC-U.S. Treasury - Short / Intermediate1fund risk0.45%
Vanguard Short-Term Bond Index Fund Admiral SharesVBIRXC-U.S. Treasury - Short / Intermediate1fund risk0.1%
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXB-Bond - Multi Sector1fund risk0.1%
Fidelity GNMA FundFGMNXCBond - U.S. Mortgages1fund risk0.45%
Vanguard GNMA Fund Admiral SharesVFIJXCBond - U.S. Mortgages2fund risk0.11%
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXBBond - U.S. Mortgages2fund risk0.5%
Fidelity Advisor Floating Rate High Income Fund I ClassFFRIXA++Bond - U.S. High Yield2fund risk0.75%
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXC--U.S. Treasury - Long12fund risk0.1%
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXC-U.S. Treasury - Short / Intermediate2fund risk0.1%
PIMCO Income Fund Institutional ClassPIMIXA+Bond - Emerging Market3fund risk0.45%
Dodge & Cox Income FundDODIXCBond - U.S. Corporate3fund risk0.43%
Fidelity Advisor Strategic Income Fund Class IFSRIXB++Bond - U.S. High Yield3fund risk0.75%
PIMCO Total Return Fund Administrative ClassPTRAXB-Bond - Multi Sector3fund risk0.71%
Fidelity Total Bond FundFTBFXB-Bond - Multi Sector3fund risk0.45%
Fidelity Government Income FundFGOVXC--U.S. Treasury - Intermediate / Long3fund risk0.45%
PIMCO TOTAL RETURN ESG FUNDB-Bond - Multi Sector3fund risk0.5%
PIMCO Long-Term U.S. Government Fund Administrative ClassPLGBXF--U.S. Treasury - Intermediate / Long21fund risk0.72%
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXB-Bond - Multi Sector3fund risk0.1%
High Yield Debt (JP Morgan)A++Bond - U.S. High Yield3fund risk0.84%
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXC++Bond - U.S. High Yield3fund risk0.13%
Total Bond Market (Neuberger Berman)B-Bond - Multi Sector3fund risk0.45%
PIMCO Diversified Income Fund Administrative ClassPDAAXB+Bond - Emerging Market3fund risk1%
Vanguard Intermediate-Term Bond Index Fund Admiral SharesVBILXC-Bond - Multi Sector3fund risk0.1%
Fidelity High Income FundSPHIXC++Bond - U.S. High Yield3fund risk0.72%
PIMCO High Yield Fund Institutional ClassPHIYXC++Bond - U.S. High Yield3fund risk0.55%
American Funds Capital World Bond Fund Class R-6RCWGXD+Bond - Emerging Market4fund risk0.52%
Long Term Credit (Loomis Sayles)ABond - U.S. Corporate4fund risk0.63%
Long Term Credit (Western Asset Mgmt.)CBond - U.S. Corporate4fund risk0.51%
Inflation Protected BondC+U.S. Treasury - TIPS4fund risk0.2%
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXA-Bond - Multi Sector4fund risk0.5%
Fidelity New Markets Income FundFNMIXC+Bond - Emerging Market4fund risk0.84%
PIMCO Dynamic Income FundXPDIXC++Bond - U.S. High Yield5fund risk0%
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXC+Bond - Emerging Market5fund risk0.83%
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXA-Bond - Multi Sector9fund risk0.12%
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXB-Bond - Multi Sector10fund risk0.07%
Long-Term Corporate BondCBond - U.S. Corporate10fund risk0%
Fidelity Independence FundFDFFX Other0fund risk0.6%
PIMCO Emerging Markets Local Currency Other0fund risk0.85%
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