IBM 401(k) Plus Plan Plan was created by manniw on 1/5/2012

NameTickerActionDateRemove
Vanguard FTSE Social Index Fund Institutional SharesVFTNXwas added by Deleted User4/9/2014
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas removed by Deleted User4/9/2014
Vanguard Short-Term Investment-Grade Fund Institutional SharesVFSIXwas added by Deleted User4/9/2014
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas removed by Deleted User4/9/2014
Vanguard Growth and Income Fund Investor SharesVQNPXwas removed by dghidali12/19/2013
Vanguard Energy ETFVDEwas removed by dghidali12/19/2013
Fidelity Mega Cap Stock FundFGRTXwas removed by dghidali12/19/2013
PIMCO Global Bond (US Dollar-Hedged) Fund Institutional ClassPGBIXwas added by dghidali12/19/2013
PIMCO Global Bond (Unhedged) Fund Institutional ClassPIGLXwas added by dghidali12/19/2013
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional ClassPFORXwas added by dghidali12/19/2013
PIMCO Foreign Bond (Unhedged) Fund Institutional ClassPFUIXwas added by dghidali12/19/2013
American Funds Capital World Bond Fund Class R-6RCWGXwas added by dghidali12/19/2013
Vanguard Short-Term Investment-Grade Fund Admiral SharesVFSUXwas added by dghidali12/19/2013
Vanguard Short-Term Bond Index Fund Institutional SharesVBITXwas added by dghidali12/19/2013
PIMCO Low Duration Fund Institutional ClassPTLDXwas added by dghidali12/19/2013
PIMCO Low Duration III Fund Institutional ClassPLDIXwas added by dghidali12/19/2013
Fidelity Short-Term Bond FundFSHBXwas added by dghidali12/19/2013
Vanguard Short-Term Treasury Fund Admiral SharesVFIRXwas added by dghidali12/19/2013
Vanguard Short-Term Federal Fund Admiral SharesVSGDXwas added by dghidali12/19/2013
Fidelity Limited Term Government FundFFXSXwas added by dghidali12/19/2013
PIMCO Unconstrained Bond Fund Institutional ClassPFIUXwas added by dghidali12/19/2013
PIMCO Diversified Income Fund Institutional ClassPDIIXwas added by dghidali12/19/2013
Fidelity Strategic Income FundFSICXwas added by dghidali12/19/2013
Vanguard Long-Term Investment-Grade Fund Admiral SharesVWETXwas added by dghidali12/19/2013
Vanguard Long-Term Bond Index Fund Institutional SharesVBLLXwas added by dghidali12/19/2013
Vanguard Long-Term Treasury Fund Admiral SharesVUSUXwas added by dghidali12/19/2013
PIMCO Real Return Asset Fund Institutional ClassPRAIXwas added by dghidali12/19/2013
PIMCO Real Return Fund Institutional ClassPRRIXwas added by dghidali12/19/2013
PIMCO Long-Term U.S. Government Fund Institutional ClassPGOVXwas added by dghidali12/19/2013
Vanguard Intermediate-Term Investment-Grade Fund Admiral SharesVFIDXwas added by dghidali12/19/2013
Vanguard Intermediate-Term Bond Index Fund Institutional SharesVBIMXwas added by dghidali12/19/2013
PIMCO Total Return Fund Institutional ClassPTTRXwas added by dghidali12/19/2013
PIMCO Total Return III Fund Institutional ClassPTSAXwas added by dghidali12/19/2013
PIMCO Moderate Duration Fund Institutional ClassPMDRXwas added by dghidali12/19/2013
PIMCO Investment Grade Corporate Bond Fund Institutional ClassPIGIXwas added by dghidali12/19/2013
Fidelity Government Income FundFGOVXwas added by dghidali12/19/2013
Fidelity Total Bond FundFTBFXwas added by dghidali12/19/2013
Fidelity Intermediate Bond FundFTHRXwas added by dghidali12/19/2013
Dodge & Cox Income FundDODIXwas added by dghidali12/19/2013
Vanguard Intermediate-Term Treasury Fund Admiral SharesVFIUXwas added by dghidali12/19/2013
Vanguard Inflation-Protected Securities Fund Institutional SharesVIPIXwas added by dghidali12/19/2013
Vanguard GNMA Fund Admiral SharesVFIJXwas added by dghidali12/19/2013
PIMCO Mortgage-Backed Securities Fund Institutional ClassPTRIXwas added by dghidali12/19/2013
PIMCO GNMA Fund Institutional ClassPDMIXwas added by dghidali12/19/2013
Fidelity Intermediate Government Income FundFSTGXwas added by dghidali12/19/2013
Fidelity GNMA FundFGMNXwas added by dghidali12/19/2013
Vanguard High-Yield Corporate Fund Admiral SharesVWEAXwas added by dghidali12/19/2013
PIMCO High Yield Fund Institutional ClassPHIYXwas added by dghidali12/19/2013
Fidelity High Income FundSPHIXwas added by dghidali12/19/2013
Fidelity Floating Rate High Income FundFFRHXwas added by dghidali12/19/2013
Fidelity Capital & Income FundFAGIXwas added by dghidali12/19/2013
PIMCO Emerging Markets Bond Fund Institutional ClassPEBIXwas added by dghidali12/19/2013
PIMCO Emerging Local Bond Fund Institutional ClassPELBXwas added by dghidali12/19/2013
Fidelity New Markets Income FundFNMIXwas added by dghidali12/19/2013
Fidelity Freedom K 2025 FundFKTWXwas added by dghidali12/19/2013
Fidelity Freedom K 2020 FundFFKDXwas added by dghidali12/19/2013
Fidelity Freedom K 2015 FundFKVFXwas added by dghidali12/19/2013
Vanguard Target Retirement Income Fund Investor SharesVTINXwas added by dghidali12/19/2013
Vanguard Target Retirement 2010 Fund Investor SharesVTENXwas added by dghidali12/19/2013
Fidelity Freedom K Income FundFFKAXwas added by dghidali12/19/2013
Fidelity Freedom K 2010 FundFFKCXwas added by dghidali12/19/2013
Fidelity Freedom K 2005 FundFFKVXwas added by dghidali12/19/2013
Fidelity Freedom K 2000FFKBXwas added by dghidali12/19/2013
Fidelity Global Balanced FundFGBLXwas added by dghidali12/19/2013
Vanguard Wellington Fund Admiral SharesVWENXwas added by dghidali12/19/2013
Vanguard Star Fund Investor SharesVGSTXwas added by dghidali12/19/2013
PIMCO All Asset Fund Institutional ClassPAAIXwas added by dghidali12/19/2013
PIMCO All Asset All Authority Fund Institutional ClassPAUIXwas added by dghidali12/19/2013
Fidelity Balanced Fund Class KFBAKXwas added by dghidali12/19/2013
Dodge & Cox Balanced FundDODBXwas added by dghidali12/19/2013
American Funds American Balanced Fund Class R-6RLBGXwas added by dghidali12/19/2013
Fidelity Convertible Securities FundFCVSXwas added by dghidali12/19/2013
Vanguard Wellesley Income Fund Admiral SharesVWIAXwas added by dghidali12/19/2013
Vanguard Global Equity Fund Investor SharesVHGEXwas added by dghidali12/19/2013
Dodge & Cox Global Stock FundDODWXwas added by dghidali12/19/2013
American Funds New Perspective Fund Class R-6RNPGXwas added by dghidali12/19/2013
American Funds International Growth and Income Fund Class R-6RIGGXwas added by dghidali12/19/2013
American Funds Capital World Growth and Income Fund Class R-6RWIGXwas added by dghidali12/19/2013
Fidelity China Region FundFHKCXwas added by dghidali12/19/2013
Fidelity Latin America FundFLATXwas added by dghidali12/19/2013
Fidelity Japan FundFJPNXwas added by dghidali12/19/2013
Fidelity International Real Estate FundFIREXwas added by dghidali12/19/2013
DFA Global Real Estate Securities PortfolioDFGEXwas added by dghidali12/19/2013
DFA International Vector Equity Portfolio Institutional ClassDFVQXwas added by dghidali12/19/2013
DFA International Small Company Portfolio Institutional ClassDFISXwas added by dghidali12/19/2013
Vanguard International Explorer Fund Investor SharesVINEXwas added by dghidali12/19/2013
Fidelity International Small Cap FundFISMXwas added by dghidali12/19/2013
Dodge & Cox International Stock FundDODFXwas added by dghidali12/19/2013
DFA International Value Portfolio Institutional ClassDFIVXwas added by dghidali12/19/2013
Fidelity Diversified International Fund Class KFDIKXwas added by dghidali12/19/2013
Vanguard International Value Fund Investor SharesVTRIXwas added by dghidali12/19/2013
Vanguard International Growth Fund Admiral SharesVWILXwas added by dghidali12/19/2013
Fidelity Overseas Fund Class KFOSKXwas added by dghidali12/19/2013
Fidelity International Discovery Fund Class KFIDKXwas added by dghidali12/19/2013
Fidelity Canada FundFICDXwas added by dghidali12/19/2013
DFA Large Cap International Portfolio Institutional ClassDFALXwas added by dghidali12/19/2013
American Funds EuroPacific Growth Fund Class R-6RERGXwas added by dghidali12/19/2013
Fidelity Europe FundFIEUXwas added by dghidali12/19/2013
Fidelity Pacific Basin FundFPBFXwas added by dghidali12/19/2013
DFA Emerging Markets Portfolio Institutional ClassDFEMXwas added by dghidali12/19/2013
DFA Emerging Markets Value Portfolio Institutional ClassDFEVXwas added by dghidali12/19/2013
American Funds New World Fund Class R-6RNWGXwas added by dghidali12/19/2013
PIMCO RealEstateRealReturn Strategy Fund Institutional ClassPRRSXwas added by dghidali12/19/2013
Fidelity Real Estate Investment PortfolioFRESXwas added by dghidali12/19/2013
Fidelity Real Estate Income FundFRIFXwas added by dghidali12/19/2013
PIMCO CommodityRealReturn Strategy Fund Institutional ClassPCRIXwas added by dghidali12/19/2013
DFA U.S. Targeted Value Portfolio Institutional ClassDFFVXwas added by dghidali12/19/2013
Vanguard Explorer Fund Admiral SharesVEXRXwas added by dghidali12/19/2013
Fidelity Stock Selector Small Cap FundFDSCXwas added by dghidali12/19/2013
Fidelity Small Cap Discovery FundFSCRXwas added by dghidali12/19/2013
American Funds SMALLCAP World Fund Class R-6RLLGXwas added by dghidali12/19/2013
Vanguard Small-Cap Index Fund Institutional SharesVSCIXwas added by dghidali12/19/2013
Fidelity Small Cap Stock FundFSLCXwas added by dghidali12/19/2013
DFA U.S. Small Cap Portfolio Institutional ClassDFSTXwas added by dghidali12/19/2013
Vanguard Selected Value Fund Investor SharesVASVXwas added by dghidali12/19/2013
Fidelity Value Fund Class KFVLKXwas added by dghidali12/19/2013
DFA U.S. Vector Equity Portfolio Institutional ClassDFVEXwas added by dghidali12/19/2013
Vanguard Mid-Cap Growth Fund Investor SharesVMGRXwas added by dghidali12/19/2013
Fidelity Mid-Cap Stock Fund Class KFKMCXwas added by dghidali12/19/2013
Vanguard Strategic Equity Fund Investor SharesVSEQXwas added by dghidali12/19/2013
Vanguard Mid-Cap Index Fund Institutional SharesVMCIXwas added by dghidali12/19/2013
Fidelity Advisor Value Strategies Fund Class KFVSKXwas added by dghidali12/19/2013
Fidelity Low-Priced Stock Fund Class KFLPKXwas added by dghidali12/19/2013
Fidelity Leveraged Company Stock Fund Class KFLCKXwas added by dghidali12/19/2013
Vanguard Windsor Fund Admiral SharesVWNEXwas added by dghidali12/19/2013
Vanguard Windsor II Fund Admiral SharesVWNAXwas added by dghidali12/19/2013
Vanguard Equity-Income Fund Admiral SharesVEIRXwas added by dghidali12/19/2013
Fidelity Equity-Income Fund Class KFEIKXwas added by dghidali12/19/2013
Dodge & Cox Stock FundDODGXwas added by dghidali12/19/2013
American Funds Washington Mutual Investors Fund Class R-6RWMGXwas added by dghidali12/19/2013
American Funds American Mutual Fund Class R-6RMFGXwas added by dghidali12/19/2013
Vanguard PRIMECAP Core Fund Investor SharesVPCCXwas added by dghidali12/19/2013
Vanguard Morgan Growth Fund Admiral SharesVMRAXwas added by dghidali12/19/2013
Vanguard FTSE Social Index Fund Investor SharesVFTSXwas added by dghidali12/19/2013
Fidelity Trend FundFTRNXwas added by dghidali12/19/2013
Fidelity OTC Portfolio Class KFOCKXwas added by dghidali12/19/2013
Fidelity Large Cap Stock FundFLCSXwas added by dghidali12/19/2013
Fidelity Independence Fund Class KFDFKXwas added by dghidali12/19/2013
Fidelity Growth Discovery Fund Class KFGDKXwas added by dghidali12/18/2013
Fidelity Growth Company Fund Class KFGCKXwas added by dghidali12/18/2013
Fidelity Fifty FundFFTYXwas added by dghidali12/18/2013
Fidelity Export and Multinational Fund Class KFEXKXwas added by dghidali12/18/2013
Fidelity Contrafund Fund Class KFCNKXwas added by dghidali12/18/2013
Fidelity Capital Appreciation Fund Class KFCAKXwas added by dghidali12/18/2013
Fidelity Blue Chip Growth Fund Class KFBGKXwas added by dghidali12/18/2013
American Funds The New Economy Fund Class R-6RNGGXwas added by dghidali12/18/2013
American Funds The Growth Fund of America Class R-6RGAGXwas added by dghidali12/18/2013
American Funds AMCAP Fund Class R-6RAFGXwas added by dghidali12/18/2013
Vanguard Growth and Income Fund Admiral SharesVGIAXwas added by dghidali12/18/2013
Vanguard Dividend Growth Fund Investor SharesVDIGXwas added by dghidali12/18/2013
PIMCO StocksPLUS Fund Institutional ClassPSTKXwas added by dghidali12/18/2013
Fidelity Fund Class KFFDKXwas added by dghidali12/18/2013
Fidelity Dividend Growth Fund Class KFDGKXwas added by dghidali12/18/2013
DFA U.S. Core Equity 1 Portfolio Institutional ClassDFEOXwas added by dghidali12/18/2013
American Funds Investment Company of America Class R-6RICGXwas added by dghidali12/18/2013
American Funds Fundamental Investors Class R-6RFNGXwas added by dghidali12/18/2013
Columbia Bond Fund Class YCBFYXwas removed by Deleted User10/7/2013
US Cash / Money MarketUSCASHwas added by manniw1/5/2012
Fidelity Mega Cap Stock FundFGRTXwas added by manniw1/5/2012
Vanguard Energy ETFVDEwas added by manniw1/5/2012
Vanguard Growth and Income Fund Investor SharesVQNPXwas added by manniw1/5/2012
Columbia Bond Fund Class YCBFYXwas added by manniw1/5/2012

COMMENTS

Help
To add a new comment
Log In or Sign Up
Ken Hong 5/21/2012 10:46:40 AM All of the 35 core funds for IBM are privately managed. For example: Target Date Funds (2005-2050), Inflation Protected Bond by State Street, Neuberger Berman Total Bond Market, Vanguard Total Stock Market Index, BlackRock Real Estate Investement Trust Index, Vanguard Large Company Index, etc...
dghidali 12/19/2013 6:00:38 PM Add all other key funds from window