IBM Mutual Fund Window

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The investment options available to you through the plan have changed? Add or remove any here and get up-to-date advice: Name Ticker Action Date   American Funds New Perspective Fund Class R-6 RNPGX was added by Ken Hong 5/23/2012 Remove American Funds SMALLCAP World Fund Class R-6 RLLGX was added by Ken Hong 5/23/2012 Remove Dodge & Cox Global Stock Fund DODWX was added by Ken Hong 5/23/2012 Remove Vanguard Global Equity Fund Investor Shares VHGEX was added by Ken Hong 5/23/2012 Remove DFA Large Cap International Portfolio Institutional Class DFALX was added by Ken Hong 5/23/2012 Remove Fidelity Diversified International Fund Class K FDIKX was added by Ken Hong 5/23/2012 Remove Fidelity International Discovery Fund Class K FIDKX was added by Ken Hong 5/23/2012 Remove Fidelity Overseas Fund Class K FOSKX was added by Ken Hong 5/23/2012 Remove Vanguard International Growth Fund Admiral Shares VWILX was added by Ken Hong 5/23/2012 Remove Fidelity Canada Fund FICDX was added by Ken Hong 5/23/2012 Remove DFA International Value Portfolio Institutional Class DFIVX was added by Ken Hong 5/23/2012 Remove Dodge & Cox International Stock Fund DODFX was added by Ken Hong 5/23/2012 Remove Vanguard International Value Fund Investor Shares VTRIX was added by Ken Hong 5/23/2012 Remove Fidelity International Small Cap Fund FISMX was added by Ken Hong 5/23/2012 Remove Vanguard International Explorer Fund Investor Shares VINEX was added by Ken Hong 5/23/2012 Remove DFA International Small Company Portfolio Institutional Class DFISX was added by Ken Hong 5/23/2012 Remove DFA International Vector Equity Portfolio Institutional Class DFVQX was added by Ken Hong 5/23/2012 Remove DFA Global Real Estate Securities Portfolio DFGEX was added by Ken Hong 5/23/2012 Remove Fidelity International Real Estate Fund FIREX was added by Ken Hong 5/23/2012 Remove Fidelity Japan Fund FJPNX was added by Ken Hong 5/23/2012 Remove Fidelity Latin America Fund FLATX was added by Ken Hong 5/23/2012 Remove Fidelity Emerging Asia Fund FSEAX was added by Ken Hong 5/23/2012 Remove American Funds Capital World Growth and Income Fund Class R-6 RWIGX was added by Ken Hong 5/23/2012 Remove Fidelity Mid-Cap Stock Fund Class K FKMCX was added by Ken Hong 5/23/2012 Remove Vanguard Mid-Cap Growth Fund Investor Shares VMGRX was added by Ken Hong 5/23/2012 Remove DFA U.S. Vector Equity Portfolio Institutional Class DFVEX was added by Ken Hong 5/23/2012 Remove Fidelity Value Fund Class K FVLKX was added by Ken Hong 5/23/2012 Remove Vanguard Selected Value Fund Investor Shares VASVX was added by Ken Hong 5/23/2012 Remove DFA U.S. Small Cap Portfolio Institutional Class DFSTX was added by Ken Hong 5/23/2012 Remove Fidelity Small Cap Discovery Fund FSCRX was added by Ken Hong 5/23/2012 Remove Fidelity Stock Selector Small Cap Fund FDSCX was added by Ken Hong 5/23/2012 Remove Vanguard Small-Cap Index Fund Institutional Shares VSCIX was added by Ken Hong 5/23/2012 Remove Vanguard Explorer Fund Admiral Shares VEXRX was added by Ken Hong 5/23/2012 Remove DFA U.S. Targeted Value Portfolio Institutional Class DFFVX was added by Ken Hong 5/23/2012 Remove PIMCO CommodityRealReturn Strategy Fund Institutional Class PCRIX was added by Ken Hong 5/23/2012 Remove Fidelity Real Estate Income Fund FRIFX was added by Ken Hong 5/23/2012 Remove Fidelity Real Estate Investment Portfolio FRESX was added by Ken Hong 5/23/2012 Remove PIMCO RealEstateRealReturn Strategy Fund Institutional Class PRRSX was added by Ken Hong 5/23/2012 Remove Fidelity China Region Fund FHKCX was added by Ken Hong 5/23/2012 Remove American Funds New World Fund Class R-6 RNWGX was added by Ken Hong 5/23/2012 Remove DFA Emerging Markets Portfolio Institutional Class DFEMX was added by Ken Hong 5/23/2012 Remove DFA Emerging Markets Value Portfolio Institutional Class DFEVX was added by Ken Hong 5/23/2012 Remove Fidelity Pacific Basin Fund FPBFX was added by Ken Hong 5/23/2012 Remove Fidelity Europe Fund FIEUX was added by Ken Hong 5/23/2012 Remove American Funds EuroPacific Growth Fund Class R-6 RERGX was added by Ken Hong 5/23/2012 Remove American Funds International Growth and Income Fund Class R-6 RIGGX was added by Ken Hong 5/23/2012 Remove Fidelity Export and Multinational Fund Class K FEXKX was added by Ken Hong 5/23/2012 Remove Fidelity Fifty Fund FFTYX was added by Ken Hong 5/23/2012 Remove Fidelity Growth Company Fund Class K FGCKX was added by Ken Hong 5/23/2012 Remove Fidelity Growth Discovery Fund Class K FGDKX was added by Ken Hong 5/23/2012 Remove Fidelity Independence Fund Class K FDFKX was added by Ken Hong 5/23/2012 Remove Fidelity OTC Portfolio Class K FOCKX was added by Ken Hong 5/23/2012 Remove Fidelity Trend Fund FTRNX was added by Ken Hong 5/23/2012 Remove Vanguard FTSE Social Index Fund Investor Shares VFTSX was added by Ken Hong 5/23/2012 Remove Vanguard Morgan Growth Fund Admiral Shares VMRAX was added by Ken Hong 5/23/2012 Remove Vanguard PRIMECAP Core Fund Investor Shares VPCCX was added by Ken Hong 5/23/2012 Remove American Funds American Mutual Fund Class R-6 RMFGX was added by Ken Hong 5/23/2012 Remove American Funds Washington Mutual Investors Fund Class R-6 RWMGX was added by Ken Hong 5/23/2012 Remove Dodge & Cox Stock Fund DODGX was added by Ken Hong 5/23/2012 Remove Fidelity Equity-Income Fund Class K FEIKX was added by Ken Hong 5/23/2012 Remove Vanguard Equity-Income Fund Admiral Shares VEIRX was added by Ken Hong 5/23/2012 Remove Vanguard Windsor Fund Admiral Shares VWNEX was added by Ken Hong 5/23/2012 Remove Vanguard Windsor II Fund Admiral Shares VWNAX was added by Ken Hong 5/23/2012 Remove Fidelity Leveraged Company Stock Fund Class K FLCKX was added by Ken Hong 5/23/2012 Remove Fidelity Low-Priced Stock Fund Class K FLPKX was added by Ken Hong 5/23/2012 Remove Fidelity Small Cap Stock Fund FSLCX was added by Ken Hong 5/23/2012 Remove Fidelity Advisor Value Strategies Fund Class K FVSKX was added by Ken Hong 5/23/2012 Remove Vanguard Mid-Cap Index Fund Institutional Shares VMCIX was added by Ken Hong 5/23/2012 Remove Vanguard Strategic Equity Fund Investor Shares VSEQX was added by Ken Hong 5/23/2012 Remove Vanguard Target Retirement 2040 Fund Investor Shares VFORX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2045 Fund FFKGX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2045 Fund Investor Shares VTIVX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2050 Fund FFKHX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2050 Fund Investor Shares VFIFX was added by Ken Hong 5/23/2012 Remove Fidelity Global Balanced Fund FGBLX was added by Ken Hong 5/23/2012 Remove PIMCO All Asset All Authority Fund Institutional Class PAUIX was added by Ken Hong 5/23/2012 Remove PIMCO All Asset Fund Institutional Class PAAIX was added by Ken Hong 5/23/2012 Remove American Funds Fundamental Investors Class R-6 RFNGX was added by Ken Hong 5/23/2012 Remove American Funds Investment Company of America Class R-6 RICGX was added by Ken Hong 5/23/2012 Remove DFA U.S. Core Equity 1 Portfolio Institutional Class DFEOX was added by Ken Hong 5/23/2012 Remove Fidelity Disciplined Equity Fund Class K FDEKX was added by Ken Hong 5/23/2012 Remove Fidelity Dividend Growth Fund Class K FDGKX was added by Ken Hong 5/23/2012 Remove Fidelity Fund Class K FFDKX was added by Ken Hong 5/23/2012 Remove Fidelity Large Cap Stock Fund FLCSX was added by Ken Hong 5/23/2012 Remove PIMCO StocksPLUS Fund Institutional Class PSTKX was added by Ken Hong 5/23/2012 Remove Vanguard Dividend Growth Fund Investor Shares VDIGX was added by Ken Hong 5/23/2012 Remove Vanguard Growth and Income Fund Admiral Shares VGIAX was added by Ken Hong 5/23/2012 Remove American Funds AMCAP Fund Class R-6 RAFGX was added by Ken Hong 5/23/2012 Remove American Funds The Growth Fund of America Class R-6 RGAGX was added by Ken Hong 5/23/2012 Remove American Funds The New Economy Fund Class R-6 RNGGX was added by Ken Hong 5/23/2012 Remove Fidelity Blue Chip Growth Fund Class K FBGKX was added by Ken Hong 5/23/2012 Remove Fidelity Capital Appreciation Fund Class K FCAKX was added by Ken Hong 5/23/2012 Remove Fidelity Contrafund Fund Class K FCNKX was added by Ken Hong 5/23/2012 Remove Vanguard Convertible Securities Fund Investor Shares VCVSX was added by Ken Hong 5/23/2012 Remove American Funds American Balanced Fund Class R-6 RLBGX was added by Ken Hong 5/23/2012 Remove Dodge & Cox Balanced Fund DODBX was added by Ken Hong 5/23/2012 Remove Fidelity Balanced Fund Class K FBAKX was added by Ken Hong 5/23/2012 Remove Vanguard Star Fund Investor Shares VGSTX was added by Ken Hong 5/23/2012 Remove Vanguard Wellington Fund Admiral Shares VWENX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K Income Fund FFKAX was added by Ken Hong 5/23/2012 Vanguard Target Retirement Income Fund Investor Shares VTINX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2000 FFKBX was added by Ken Hong 5/23/2012 Fidelity Freedom K 2005 Fund FFKVX was added by Ken Hong 5/23/2012 Fidelity Freedom K 2010 Fund FFKCX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2010 Fund Investor Shares VTENX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2015 Fund FKVFX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2015 Fund Investor Shares VTXVX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2020 Fund FFKDX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2020 Fund Investor Shares VTWNX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2025 Fund FKTWX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2025 Fund Investor Shares VTTVX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2030 Fund FFKEX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2030 Fund Investor Shares VTHRX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2035 Fund FKTHX was added by Ken Hong 5/23/2012 Vanguard Target Retirement 2035 Fund Investor Shares VTTHX was added by Ken Hong 5/23/2012 Remove Fidelity Freedom K 2040 Fund FFKFX was added by Ken Hong 5/23/2012 Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares VFIDX was added by Ken Hong 5/23/2012 Remove PIMCO Long-Term U.S. Government Fund Institutional Class PGOVX was added by Ken Hong 5/23/2012 Remove Vanguard Long-Term Treasury Fund Admiral Shares VUSUX was added by Ken Hong 5/23/2012 Remove Vanguard Long-Term Bond Index Fund Institutional Shares VBLLX was added by Ken Hong 5/23/2012 Remove Vanguard Long-Term Investment-Grade Fund Admiral Shares VWETX was added by Ken Hong 5/23/2012 Remove Fidelity Strategic Income Fund FSICX was added by Ken Hong 5/23/2012 Remove PIMCO Diversified Income Fund Institutional Class PDIIX was added by Ken Hong 5/23/2012 Remove PIMCO Unconstrained Bond Fund Institutional Class PFIUX was added by Ken Hong 5/23/2012 Remove Fidelity Limited Term Government Fund FFXSX was added by Ken Hong 5/23/2012 Remove Vanguard Short-Term Federal Fund Admiral Shares VSGDX was added by Ken Hong 5/23/2012 Remove Vanguard Short-Term Treasury Fund Admiral Shares VFIRX was added by Ken Hong 5/23/2012 Remove Fidelity Short-Term Bond Fund FSHBX was added by Ken Hong 5/23/2012 Remove PIMCO Low Duration Fund Institutional Class PTLDX was added by Ken Hong 5/23/2012 Remove PIMCO Low Duration III Fund Institutional Class PLDIX was added by Ken Hong 5/23/2012 Remove Vanguard Short-Term Bond Index Fund Institutional Shares VBITX was added by Ken Hong 5/23/2012 Remove Vanguard Short-Term Investment-Grade Fund Admiral Shares VFSUX was added by Ken Hong 5/23/2012 Remove American Funds Capital World Bond Fund Class R-6 RCWGX was added by Ken Hong 5/23/2012 Remove PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class PFORX was added by Ken Hong 5/23/2012 Remove PIMCO Foreign Bond (Unhedged) Fund Institutional Class PFUIX was added by Ken Hong 5/23/2012 Remove PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class PGBIX was added by Ken Hong 5/23/2012 Remove PIMCO Global Bond (Unhedged) Fund Institutional Class PIGLX was added by Ken Hong 5/23/2012 Remove Vanguard Wellesley Income Fund Admiral Shares VWIAX was added by Ken Hong 5/23/2012 Remove Fidelity Convertible Securities Fund FCVSX was added by Ken Hong 5/23/2012 Remove Fidelity High Income Fund SPHIX was added by Ken Hong 5/23/2012 Remove PIMCO High Yield Fund Institutional Class PHIYX was added by Ken Hong 5/23/2012 Remove Vanguard High-Yield Corporate Fund Admiral Shares VWEAX was added by Ken Hong 5/23/2012 Remove Fidelity Inflation-Protected Bond Fund FINPX was added by Ken Hong 5/23/2012 Remove PIMCO Real Return Asset Fund Institutional Class PRAIX was added by Ken Hong 5/23/2012 Remove PIMCO Real Return Fund Institutional Class PRRIX was added by Ken Hong 5/23/2012 Remove Vanguard Inflation-Protected Securities Fund Institutional Shares VIPIX was added by Ken Hong 5/23/2012 Remove Fidelity GNMA Fund FGMNX was added by Ken Hong 5/23/2012 Remove Fidelity Government Income Fund FGOVX was added by Ken Hong 5/23/2012 Remove Fidelity Intermediate Government Income Fund FSTGX was added by Ken Hong 5/23/2012 Remove PIMCO GNMA Fund Institutional Class PDMIX was added by Ken Hong 5/23/2012 Remove Vanguard GNMA Fund Admiral Shares VFIJX was added by Ken Hong 5/23/2012 Remove Vanguard Intermediate-Term Treasury Fund Admiral Shares VFIUX was added by Ken Hong 5/23/2012 Remove Dodge & Cox Income Fund DODIX was added by Ken Hong 5/23/2012 Remove Fidelity Intermediate Bond Fund FTHRX was added by Ken Hong 5/23/2012 Remove Fidelity Total Bond Fund FTBFX was added by Ken Hong 5/23/2012 Remove PIMCO Investment Grade Corporate Bond Fund Institutional Class PIGIX was added by Ken Hong 5/23/2012 Remove PIMCO Moderate Duration Fund Institutional Class PMDRX was added by Ken Hong 5/23/2012 Remove PIMCO Mortgage-Backed Securities Fund Institutional Class PTRIX was added by Ken Hong 5/23/2012 Remove PIMCO Total Return Fund Institutional Class PTTRX was added by Ken Hong 5/23/2012 Remove PIMCO Total Return III Fund Institutional Class PTSAX was added by Ken Hong 5/23/2012 Remove Vanguard Intermediate-Term Bond Index Fund Institutional Shares VBIMX was added by Ken Hong 5/23/2012 Remove US Cash / Money Market USCASH was added by Ken Hong 5/23/2012 Remove Fidelity Floating Rate High Income Fund FFRHX was added by Ken Hong 5/23/2012 Remove Fidelity New Markets Income Fund FNMIX was added by Ken Hong 5/23/2012 Remove PIMCO Emerging Local Bond Fund Institutional Class PELBX was added by Ken Hong 5/23/2012 Remove PIMCO Emerging Markets Bond Fund Institutional Class PEBIX was added by Ken Hong 5/23/2012 Remove Fidelity Capital & Income Fund FAGIX was added by Ken Hong 5/23/2012 Remove

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