IBM 401(k) Plus Plan

Plan funds & ratings(as of 6/30/18)Help

Name Ticker Rating Category Risk Fees
Vanguard Dividend Growth Fund Investor Shares VDIGX B U.S. Large Cap 11% 0.31%
American Funds Capital World Growth and Income Fund Class R-6 RWIGX F U.S. Mega Cap 11% 0.45%
Vanguard Global Equity Fund Investor Shares VHGEX F U.S. Large Cap 11% 0.61%
American Funds Investment Company of America Class R-6 RICGX D U.S. Large Cap 12% 0.30%
Fidelity Small Cap Stock Fund FSLCX C U.S. Small Cap 12% 0.67%
American Funds Washington Mutual Investors Fund Class R-6 RWMGX D U.S. Large Cap 12% 0.30%
Vanguard Mid-Cap Index Fund Institutional Shares VMCIX C- U.S. Mid Cap 12% 0.08%
Vanguard Small-Cap Index Fund Institutional Shares VSCIX B U.S. Small Cap 12% 0.08%
American Funds AMCAP Fund Class R-6 RAFGX B U.S. All Cap 12% 0.37%
DFA U.S. Core Equity 1 Portfolio Institutional Class DFEOX C U.S. All Cap 12% 0.19%
American Funds Fundamental Investors Class R-6 RFNGX D U.S. Large Cap 12% 0.31%
PIMCO StocksPLUS Fund Institutional Class PSTKX C U.S. Large Cap 13% 0.50%
Vanguard Growth and Income Fund Admiral Shares VGIAX C U.S. Large Cap 13% 0.26%
Fidelity Stock Selector Small Cap Fund FDSCX C U.S. Small Cap 13% 0.91%
Vanguard FTSE Social Index Fund Institutional Shares VFTNX C U.S. Large Cap 13% 0.16%
DFA U.S. Small Cap Portfolio Institutional Class DFSTX D U.S. Small Cap 13% 0.37%
Vanguard Strategic Equity Fund Investor Shares VSEQX C- U.S. Mid Cap 13% 0.28%
Vanguard PRIMECAP Core Fund Investor Shares VPCCX C U.S. All Cap 14% 0.50%
Fidelity Fund Class K FFDKX F U.S. Mega Cap 14% 0.41%
Fidelity Leveraged Company Stock Fund Class K FLCKX F U.S. All Cap 15% 0.68%
Fidelity Freedom Income Class K FNSHX C U.S. Large Cap 3% 0.00%
Vanguard Target Retirement Income Fund Investor Shares VTINX D U.S. Large Cap 3% 0.17%
Fidelity Freedom 2005 Fund Class K FSNJX D U.S. Large Cap 4% 0.00%
Fidelity Capital & Income Fund FAGIX C U.S. All Cap 5% 0.71%
Fidelity Freedom 2010 Fund Class K FSNKX D U.S. Large Cap 5% 0.00%
Fidelity Freedom 2015 Fund Class K FSNLX D U.S. Large Cap 5% 0.00%
Fidelity Freedom 2020 Fund Class K FSNOX D U.S. Large Cap 6% 0.00%
Fidelity Freedom 2025 Fund Class K FSNPX D U.S. Large Cap 7% 0.00%
American Funds American Balanced Fund Class R-6 RLBGX C U.S. Large Cap 7% 0.29%
Vanguard Star Fund Investor Shares VGSTX D U.S. Large Cap 7% 0.34%
Fidelity Balanced Fund Class K FBAKX C U.S. All Cap 8% 0.46%
Fidelity Mid-Cap Stock Fund Class K FKMCX B- U.S. Mid Cap 10% 0.65%
American Funds SMALLCAP World Fund Class R-6 RLLGX C+ U.S. Mid Cap - Growth 10% 0.72%
Fidelity Fifty Fund FFTYX D++ U.S. All Cap - Growth 12% 0.83%
American Funds New Perspective Fund Class R-6 RNPGX F++ U.S. Large Cap - Growth 12% 0.45%
American Funds The Growth Fund of America Class R-6 RGAGX D++ U.S. All Cap - Growth 13% 0.34%
American Funds The New Economy Fund Class R-6 RNGGX F++ U.S. All Cap - Growth 13% 0.48%
Vanguard Explorer Fund Admiral Shares VEXRX A+ U.S. Small Cap - Growth 13% 0.34%
Vanguard Mid-Cap Growth Fund Investor Shares VMGRX B+ U.S. Mid Cap - Growth 13% 0.51%
Fidelity Independence Fund Class K FDFKX D++ U.S. All Cap - Growth 14% 0.50%
Fidelity Capital Appreciation Fund Class K FCAKX F++ U.S. All Cap - Growth 14% 0.63%
Vanguard Morgan Growth Fund Admiral Shares VMRAX D++ U.S. All Cap - Growth 15% 0.25%
Fidelity Contrafund Fund Class K FCNKX D++ U.S. Large Cap - Growth 15% 0.56%
Fidelity Growth Discovery Fund Class K FGDKX F++ U.S. Large Cap - Growth 15% 0.67%
Fidelity Trend Fund FTRNX D++ U.S. All Cap - Growth 15% 0.78%
Fidelity Blue Chip Growth Fund Class K FBGKX C++ U.S. All Cap - Growth 15% 0.60%
Fidelity Growth Company Fund Class K FGCKX D++ U.S. All Cap - Growth 16% 0.71%
Fidelity OTC Portfolio Class K FOCKX D++ U.S. All Cap - Growth 16% 0.60%
Fidelity Convertible Securities Fund FCVSX D++ U.S. All Cap - Growth 9% 0.72%
American Funds American Mutual Fund Class R-6 RMFGX B-- U.S. Large Cap - Value 10% 0.31%
Fidelity Value Fund Class K FVLKX C-- U.S. Mid Cap - Value 11% 0.52%
Fidelity Equity-Income Fund Class K FEIKX C-- U.S. Large Cap - Value 11% 0.52%
Fidelity Advisor Value Strategies Fund Class K FVSKX D-- U.S. Mid Cap - Value 11% 0.57%
Fidelity Dividend Growth Fund Class K FDGKX B-- U.S. Large Cap - Value 11% 0.47%
Fidelity Export and Multinational Fund Class K FEXKX B-- U.S. Large Cap - Value 11% 0.63%
Vanguard Equity-Income Fund Admiral Shares VEIRX C-- U.S. Large Cap - Value 12% 0.21%
Fidelity Small Cap Discovery Fund FSCRX D- U.S. Small Cap - Value 12% 1.01%
Vanguard Selected Value Fund Investor Shares VASVX F-- U.S. Mid Cap - Value 12% 0.43%
Vanguard Windsor Fund Admiral Shares VWNEX D-- U.S. All Cap - Value 12% 0.27%
Vanguard Windsor II Fund Admiral Shares VWNAX B-- U.S. Large Cap - Value 12% 0.28%
Dodge & Cox Global Stock Fund DODWX F-- U.S. Large Cap - Value 12% 0.65%
DFA U.S. Vector Equity Portfolio Institutional Class DFVEX C- U.S. Small Cap - Value 13% 0.32%
Fidelity Large Cap Stock Fund FLCSX A-- U.S. Large Cap - Value 13% 0.88%
Dodge & Cox Stock Fund DODGX B-- U.S. All Cap - Value 13% 0.52%
DFA U.S. Targeted Value Portfolio Institutional Class DFFVX C- U.S. Small Cap - Value 14% 0.37%
Vanguard Wellesley Income Fund Admiral Shares VWIAX C-- U.S. Large Cap - Value 4% 0.18%
Vanguard Wellington Fund Admiral Shares VWENX B-- U.S. Large Cap - Value 8% 0.18%
Dodge & Cox Balanced Fund DODBX C-- U.S. All Cap - Value 8% 0.53%
Fidelity Low-Priced Stock Fund Class K FLPKX C-- U.S. All Cap - Value 10% 0.68%
DFA Global Real Estate Securities Portfolio DFGEX B-- U.S. Real Estate 10% 0.32%
PIMCO CommodityRealReturn Strategy Fund Institutional Class PCRIX F++ Commodities 10% 0.74%
Fidelity Real Estate Investment Portfolio FRESX A-- U.S. Real Estate 14% 0.80%
PIMCO RealEstateRealReturn Strategy Fund Institutional Class PRRSX A-- U.S. Real Estate 14% 0.00%
PIMCO Global Bond (Unhedged) Fund Institutional Class PIGLX C-- Gold 4% 0.55%
Fidelity Real Estate Income Fund FRIFX A-- U.S. Real Estate 4% 0.84%
PIMCO Foreign Bond (Unhedged) Fund Institutional Class PFUIX C-- Gold 6% 0.50%
DFA International Small Company Portfolio Institutional Class DFISX B-- International Small Cap 10% 0.54%
Vanguard International Explorer Fund Investor Shares VINEX C-- International Small Cap 10% 0.36%
American Funds International Growth and Income Fund Class R-6 RIGGX C-- Europe 11% 0.59%
Fidelity Overseas Fund Class K FOSKX B-- International Large Cap - Growth 11% 0.90%
Vanguard International Value Fund Investor Shares VTRIX C-- International Large Cap 11% 0.43%
DFA International Vector Equity Portfolio Institutional Class DFVQX B-- Europe 11% 0.51%
DFA Large Cap International Portfolio Institutional Class DFALX B-- International Large Cap 11% 0.29%
Fidelity Diversified International Fund Class K FDIKX C-- International Large Cap - Growth 11% 0.78%
Fidelity Canada Fund FICDX B-- International Large Cap - Growth 11% 0.86%
Fidelity International Discovery Fund Class K FIDKX D-- International Large Cap - Growth 11% 0.83%
American Funds New World Fund Class R-6 RNWGX A-- Emerging Markets 12% 0.65%
American Funds EuroPacific Growth Fund Class R-6 RERGX D-- International Large Cap - Growth 12% 0.49%
Fidelity Pacific Basin Fund FPBFX F-- Pacific 12% 1.21%
DFA International Value Portfolio Institutional Class DFIVX A-- International Large Cap - Value 12% 0.43%
Fidelity Europe Fund FIEUX B-- Europe 12% 1.02%
Dodge & Cox International Stock Fund DODFX D-- Europe 13% 0.64%
DFA Emerging Markets Value Portfolio Institutional Class DFEVX A-- Emerging Markets 13% 0.57%
Fidelity Japan Fund FJPNX C-- Japan 13% 0.91%
DFA Emerging Markets Portfolio Institutional Class DFEMX A-- Emerging Markets 13% 0.57%
Vanguard International Growth Fund Admiral Shares VWILX C-- International Large Cap - Growth 14% 0.35%
Fidelity China Region Fund FHKCX A-- Emerging Markets 18% 0.98%
Fidelity Latin America Fund FLATX F-- Emerging Markets 23% 1.03%
PIMCO All Asset Fund Institutional Class PAAIX B-- Emerging Markets 5% 0.07%
PIMCO All Asset All Authority Fund Institutional Class PAUIX D-- Emerging Markets 5% 0.18%
Fidelity International Real Estate Fund FIREX C-- International Large Cap - Growth 9% 1.14%
PIMCO Emerging Local Bond Fund Institutional Class PELBX F-- Emerging Markets 9% 0.90%
Fidelity International Small Cap Fund FISMX D-- International Large Cap - Growth 9% 1.31%
US Cash / Money Market USCASH C+ U.S. Cash / Money Market 0% 0.00%
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% 0.10%
PIMCO Low Duration III Fund Institutional Class PLDIX C U.S. Treasury - Short / Intermediate 1% 0.50%
PIMCO Low Duration Fund Institutional Class PTLDX C- Bond - Multi Sector 1% 0.46%
Vanguard Short-Term Federal Fund Admiral Shares VSGDX C U.S. Treasury - Short 1% 0.10%
Vanguard Short-Term Investment-Grade Fund Institutional Shares VFSIX C U.S. Treasury - Short 1% 0.07%
Fidelity Limited Term Government Fund FFXSX C U.S. Treasury - Short 1% 0.45%
Fidelity Floating Rate High Income Fund FFRHX B- Bond - Multi Sector 1% 0.70%
Vanguard Short-Term Bond Index Fund Institutional Shares VBITX C U.S. Treasury - Short 1% 0.00%
PIMCO Unconstrained Bond Fund Institutional Class PFIUX C U.S. Treasury - Short / Intermediate 1% 0.90%
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class PFORX B- U.S. Treasury - Long 2% 0.50%
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional Class PGBIX C Bond - U.S. Corporate 2% 0.55%
Fidelity Intermediate Government Income Fund FSTGX C U.S. Treasury - Short / Intermediate 2% 0.45%
Dodge & Cox Income Fund DODIX C Bond - U.S. Corporate 2% 0.43%
Fidelity Intermediate Bond Fund FTHRX C U.S. Treasury - Short / Intermediate 2% 0.45%
PIMCO Moderate Duration Fund Institutional Class PMDRX C U.S. Treasury - Short / Intermediate 2% 0.46%
Fidelity GNMA Fund FGMNX C Bond - U.S. Mortgages 2% 0.45%
Vanguard GNMA Fund Admiral Shares VFIJX C Bond - U.S. Mortgages 2% 0.11%
Fidelity Total Bond Fund FTBFX C- U.S. Treasury - Intermediate / Long 2% 0.45%
PIMCO Mortgage-Backed Securities Fund Institutional Class PTRIX B- Bond - Multi Sector 2% 0.50%
PIMCO GNMA Fund Institutional Class PDMIX C Bond - U.S. Mortgages 2% 0.50%
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares VFIDX C U.S. Treasury - Intermediate 2% 0.10%
PIMCO Total Return III Fund Institutional Class PTSAX C- Bond - Multi Sector 3% 0.50%
PIMCO Diversified Income Fund Institutional Class PDIIX C- Bond - Emerging Market 3% 0.75%
Vanguard Intermediate-Term Treasury Fund Admiral Shares VFIUX C U.S. Treasury - Short / Intermediate 3% 0.10%
Fidelity Government Income Fund FGOVX C U.S. Treasury - Intermediate 3% 0.45%
PIMCO Total Return Fund Institutional Class PTTRX C- Bond - Multi Sector 3% 0.46%
Vanguard High-Yield Corporate Fund Admiral Shares VWEAX C+ Bond - U.S. High Yield 3% 0.13%
Fidelity High Income Fund SPHIX C+ Bond - U.S. High Yield 3% 0.72%
PIMCO High Yield Fund Institutional Class PHIYX D+ Bond - U.S. High Yield 3% 0.55%
Vanguard Inflation-Protected Securities Fund Institutional Shares VIPIX C U.S. Treasury - TIPS 3% 0.07%
PIMCO Real Return Fund Institutional Class PRRIX C U.S. Treasury - TIPS 3% 0.45%
Vanguard Intermediate-Term Bond Index Fund Institutional Shares VBIMX C U.S. Treasury - Intermediate 3% 0.07%
PIMCO Investment Grade Corporate Bond Fund Institutional Class PIGIX C Bond - U.S. Corporate 3% 0.50%
American Funds Capital World Bond Fund Class R-6 RCWGX D U.S. Treasury - TIPS 3% 0.52%
PIMCO Emerging Markets Bond Fund Institutional Class PEBIX D- Bond - Emerging Market 4% 0.83%
Fidelity New Markets Income Fund FNMIX D- Bond - Emerging Market 5% 0.84%
Vanguard Long-Term Investment-Grade Fund Admiral Shares VWETX D Bond - U.S. Corporate 6% 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 D U.S. Treasury - TIPS 7% 0.55%
PIMCO Long-Term U.S. Government Fund Institutional Class PGOVX D- U.S. Treasury - Long 9% 0.47%
Vanguard Long-Term Treasury Fund Admiral Shares VUSUX C- U.S. Treasury - Long 9% 0.10%
Vanguard Target Retirement 2010 Fund Investor Shares VTENX Other 0% 0.17%
Fidelity Global Balanced Fund FGBLX Other 0% 1.00%
Fidelity Strategic Income Fund FSICX Other 0% 0.69%