MyPlanIQ IBM 401K

IBM 401K Investment Model Portfolios

This Plan is unrated.
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INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401K PLUS PLAN
Investment Options
Total Available Funds: 145
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFEVX
DIVERSIFIED EMERGING MKTS DFEMX DFEMX
China Region FHKCX FHKCX
REAL ESTATE
US Real Estate PRRSX PRRSX
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
WORLD STOCK VHGEX VHGEX
Total Available Funds: 145
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFEVX
DIVERSIFIED EMERGING MKTS DFEMX DFEMX
China Region FHKCX FHKCX
Latin America Stock FLATX FLATX
DIVERSIFIED EMERGING MKTS RNWGX RNWGX
REAL ESTATE
US Real Estate PRRSX PRRSX
REAL ESTATE FRESX FRESX
REAL ESTATE FRIFX FRIFX
Global Real Estate FIREX FIREX
Global Real Estate DFGEX DFGEX
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX
WORLD STOCK VHGEX VHGEX
Foreign Large Blend DODFX DODFX
Foreign Large Value VTRIX VTRIX
Foreign Small/Mid Blend VINEX VINEX
Foreign Large Blend DFALX DFALX
JAPAN STOCK FJPNX FJPNX
Foreign Large Growth VWILX VWILX
FOREIGN SMALL/MID GROWTH FISMX FISMX
Foreign Large Value DFIVX DFIVX
PACIFIC/ASIA EX-JAPAN STK FSEAX FSEAX
WORLD STOCK DODWX DODWX
Foreign Large Blend FDIKX FDIKX
Foreign Large Blend FIDKX FIDKX
Foreign Large Blend FOSKX FOSKX
Foreign Small/Mid Value DFVQX DFVQX
EUROPE STOCK FIEUX FIEUX
Miscellaneous Region FICDX FICDX
WORLD STOCK RNPGX RNPGX
WORLD STOCK RWIGX RWIGX
WORLD STOCK RLLGX RLLGX
Foreign Large Blend RERGX RERGX
Foreign Large Blend RIGGX RIGGX
WORLD STOCK VMNVX VMNVX
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PCRIX
Others
World Allocation PAUIX PAUIX
World Allocation PAAIX PAAIX
Moderate Allocation DODBX DODBX
Conservative Allocation VWIAX VWIAX
Moderate Allocation VWENX VWENX
Nontraditional Bond PFIUX PFIUX
Moderate Allocation VGSTX VGSTX
Convertibles FCVSX FCVSX
Moderate Allocation FBAKX FBAKX
Moderate Allocation RLBGX RLBGX
ROOT CASH CASH
Convertibles VCVSX VCVSX
US EQUITY
LARGE BLEND FLCSX FLCSX
LARGE VALUE DODGX DODGX
LARGE BLEND VDIGX VDIGX
SMALL BLEND FSCRX FSCRX
LARGE GROWTH FTRNX FTRNX
LARGE GROWTH FTQGX FTQGX
LARGE GROWTH VPCCX VPCCX
LARGE VALUE VEIRX VEIRX
MID-CAP VALUE VASVX VASVX
SMALL BLEND FSLCX FSLCX
LARGE VALUE VWNAX VWNAX
LARGE BLEND DFEOX DFEOX
SMALL BLEND VSCIX VSCIX
Mid-Cap Growth VMGRX VMGRX
SMALL VALUE DFFVX DFFVX
Small Growth VEXRX VEXRX
LARGE BLEND PSTKX PSTKX
MID-CAP BLEND VMCIX VMCIX
LARGE BLEND VGIAX VGIAX
LARGE VALUE VWNEX VWNEX
SMALL BLEND DFSTX DFSTX
MID-CAP VALUE DFVEX DFVEX
SMALL BLEND FDSCX FDSCX
LARGE GROWTH VFTNX VFTNX
LARGE GROWTH FBGKX FBGKX
LARGE GROWTH FCAKX FCAKX
LARGE GROWTH FCNKX FCNKX
LARGE GROWTH FFDKX FFDKX
LARGE GROWTH FGCKX FGCKX
LARGE GROWTH FGDKX FGDKX
Mid-Cap Growth FKMCX FKMCX
LARGE GROWTH FOCKX FOCKX
MID-CAP VALUE FVLKX FVLKX
LARGE VALUE FEIKX FEIKX
MID-CAP BLEND VSEQX VSEQX
LARGE BLEND FDGKX FDGKX
MID-CAP BLEND FLCKX FLCKX
MID-CAP BLEND FLPKX FLPKX
MID-CAP BLEND FVSKX FVSKX
LARGE GROWTH RGAGX RGAGX
LARGE GROWTH RAFGX RAFGX
LARGE GROWTH RNGGX RNGGX
LARGE VALUE RMFGX RMFGX
LARGE VALUE RWMGX RWMGX
LARGE BLEND RFNGX RFNGX
LARGE BLEND RICGX RICGX
LARGE GROWTH VMRAX VMRAX
LARGE GROWTH FDFKX FDFKX
LARGE GROWTH FEXKX FEXKX
FIXED INCOME
Short-Term Bond FSHBX FSHBX
Intermediate-Term Bond VFIDX VFIDX
Intermediate Government FSTGX FSTGX
Intermediate-Term Bond PTTRX PTTRX
Intermediate Government VFIUX VFIUX
Bank Loan FFRHX FFRHX
Intermediate-Term Bond PTSAX PTSAX
SHORT GOVERNMENT VFIRX VFIRX
Intermediate-Term Bond PMDRX PMDRX
Intermediate-Term Bond VBIMX VBIMX
Intermediate Government PDMIX PDMIX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
WORLD BOND PFUIX PFUIX
Intermediate Government FGOVX FGOVX
Inflation-Protected Bond VIPIX VIPIX
SHORT GOVERNMENT VSGDX VSGDX
Intermediate-Term Bond PIGIX PIGIX
Short-Term Bond PTLDX PTLDX
Emerging Markets Bond FNMIX FNMIX
Intermediate Government VFIJX VFIJX
Short-Term Bond PLDIX PLDIX
Intermediate-Term Bond DODIX DODIX
Intermediate Government FGMNX FGMNX
WORLD BOND PGBIX PGBIX
SHORT GOVERNMENT FFXSX FFXSX
WORLD BOND PFORX PFORX
High Yield Bond VWEAX VWEAX
Short-Term Bond VFSIX VFSIX
Intermediate-Term Bond FTBFX FTBFX
Long-Term Bond VWETX VWETX
Emerging Markets Bond PELBX PELBX
Inflation-Protected Bond PRRIX PRRIX
Intermediate-Term Bond FTHRX FTHRX
Inflation-Protected Bond PRAIX PRAIX
Multisector Bond PDIIX PDIIX
Emerging Markets Bond PEBIX PEBIX
High Yield Bond PHIYX PHIYX
LONG GOVERNMENT VUSUX VUSUX
Long-Term Bond VBLLX VBLLX
LONG GOVERNMENT PGOVX PGOVX
WORLD BOND RCWGX RCWGX
Short-Term Bond VBITX VBITX
Multisector Bond FADMX FADMX
WORLD BOND DODLX DODLX
WORLD BOND PIGLX PIGLX
Intermediate-Term Bond PTRIX PTRIX
Inflation-Protected Bond FINPX FINPX
Total Available Funds: 145
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFEVX 96% 1 60 0 0.44% 4.69%
DIVERSIFIED EMERGING MKTS DFEMX DFEMX 90% 1 60 0 0.61% 2.47%
China Region FHKCX FHKCX 63% 1 60 0 1.53% 1.42%
Latin America Stock FLATX FLATX 57% 1 60 0 0.86% 6.89%
DIVERSIFIED EMERGING MKTS RNWGX RNWGX 41% 1 60 0 1.03% 3.9%
REAL ESTATE
US Real Estate PRRSX PRRSX 100% 1 60 0 3.53% 2.44%
REAL ESTATE FRESX FRESX 96% 1 60 0 0.72% 5.87%
REAL ESTATE FRIFX FRIFX 88% 1 60 0 0.71% 4.71%
Global Real Estate FIREX FIREX 84% 1 60 0 1.2% 4.82%
Global Real Estate DFGEX DFGEX 80% 1 60 0 0.22% 3.83%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFISX 100% 1 60 0 0.39% 2.38%
DIVERSIFIED PACIFIC/ASIA FPBFX FPBFX 100% 1 60 0 1.12% 5.77%
WORLD STOCK VHGEX VHGEX 100% 1 60 0 0.42% 4.2%
Foreign Large Blend DODFX DODFX 99% 1 60 0 0.52% 2.18%
Foreign Large Value VTRIX VTRIX 99% 1 60 0 0.39% 7.62%
Foreign Small/Mid Blend VINEX VINEX 89% 1 60 0 0.41% 3.93%
Foreign Large Blend DFALX DFALX 88% 1 60 0 0.17% 3.18%
JAPAN STOCK FJPNX FJPNX 86% 1 60 0 1.13% 4.66%
Foreign Large Growth VWILX VWILX 83% 1 60 0 0.45% 8.94%
FOREIGN SMALL/MID GROWTH FISMX FISMX 82% 1 60 0 1.43% 2.47%
Foreign Large Value DFIVX DFIVX 79% 1 60 0 0.52% 3.97%
PACIFIC/ASIA EX-JAPAN STK FSEAX FSEAX 78% 1 60 0 1.18% 0%
WORLD STOCK DODWX DODWX 76% 1 60 0 0.62% 1.81%
Foreign Large Blend FDIKX FDIKX 72% 1 60 0 0.99% 3.73%
Foreign Large Blend FIDKX FIDKX 71% 1 60 0 0.99% 2.83%
Foreign Large Blend FOSKX FOSKX 71% 1 60 0 0.95% 1.73%
Foreign Small/Mid Value DFVQX DFVQX 70% 1 60 0 0.34% 2.27%
EUROPE STOCK FIEUX FIEUX 61% 1 60 0 0.76% 3.03%
Miscellaneous Region FICDX FICDX 52% 1 60 0 0.86% 7.19%
WORLD STOCK RNPGX RNPGX 32% 1 60 0 1.47% 5.34%
WORLD STOCK RWIGX RWIGX 32% 1 60 0 0.53% 7.86%
WORLD STOCK RLLGX RLLGX 32% 1 60 0 0.66% 0.97%
Foreign Large Blend RERGX RERGX 32% 1 60 0 0.9% 7%
Foreign Large Blend RIGGX RIGGX 4% 1 60 0 0.54% 2.31%
WORLD STOCK VMNVX VMNVX 1% 1 60 0 0.2% 1.99%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PCRIX 78% 1 60 0 1.96% 1.95%
Others
World Allocation PAUIX PAUIX 97% 1 60 0 3.61% 2.52%
World Allocation PAAIX PAAIX 96% 1 60 0 1.84% 6.33%
Moderate Allocation DODBX DODBX 92% 1 60 0 0.42% 8%
Conservative Allocation VWIAX VWIAX 91% 1 60 0 0.16% 6.59%
Moderate Allocation VWENX VWENX 89% 1 60 0 0.17% 10.42%
Nontraditional Bond PFIUX PFIUX 88% 1 60 0 1.46% 4.52%
Moderate Allocation VGSTX VGSTX 83% 1 60 0 0.31% 5.42%
Convertibles FCVSX FCVSX 76% 1 60 0 1.04% 7.91%
Moderate Allocation FBAKX FBAKX 69% 1 60 0 0.5% 5.71%
Moderate Allocation RLBGX RLBGX 21% 1 60 0 0.31% 1.99%
ROOT CASH CASH 0% 1 60 0 NA 2.61%
Convertibles VCVSX VCVSX 0% 1 60 0 0.59% 0%
US EQUITY
LARGE BLEND FLCSX FLCSX 96% 1 60 0 0.76% 4.55%
LARGE VALUE DODGX DODGX 93% 1 60 0 0.52% 7.45%
LARGE BLEND VDIGX VDIGX 90% 1 60 0 0.3% 11.86%
SMALL BLEND FSCRX FSCRX 90% 1 60 0 1.07% 7.67%
LARGE GROWTH FTRNX FTRNX 88% 1 60 0 0.58% 17.51%
LARGE GROWTH FTQGX FTQGX 88% 1 60 0 0.47% 9.35%
LARGE GROWTH VPCCX VPCCX 85% 1 60 0 0.46% 6.64%
LARGE VALUE VEIRX VEIRX 85% 1 60 0 0.28% 9.59%
MID-CAP VALUE VASVX VASVX 84% 1 60 0 0.43% 13.27%
SMALL BLEND FSLCX FSLCX 82% 1 60 0 0.67% 6.61%
LARGE VALUE VWNAX VWNAX 81% 1 60 0 0.26% 10%
LARGE BLEND DFEOX DFEOX 80% 1 60 0 0.15% 0.91%
SMALL BLEND VSCIX VSCIX 80% 1 60 0 0.05% 1.17%
Mid-Cap Growth VMGRX VMGRX 80% 1 60 0 0.37% 1.98%
SMALL VALUE DFFVX DFFVX 78% 1 60 0 0.29% 1.72%
Small Growth VEXRX VEXRX 77% 1 60 0 0.34% 6.67%
LARGE BLEND PSTKX PSTKX 76% 1 60 0 0.91% 9.84%
MID-CAP BLEND VMCIX VMCIX 72% 1 60 0 0.04% 1.33%
LARGE BLEND VGIAX VGIAX 71% 1 60 0 0.23% 10.69%
LARGE VALUE VWNEX VWNEX 71% 1 60 0 0.38% 10.84%
SMALL BLEND DFSTX DFSTX 71% 1 60 0 0.27% 1.2%
MID-CAP VALUE DFVEX DFVEX 71% 1 60 0 0.28% 1%
SMALL BLEND FDSCX FDSCX 70% 1 60 0 1.46% 2.83%
LARGE GROWTH VFTNX VFTNX 70% 1 60 0 0.14% 1.09%
LARGE GROWTH FBGKX FBGKX 68% 1 60 0 0.76% 6.08%
LARGE GROWTH FCAKX FCAKX 68% 1 60 0 0.83% 16.18%
LARGE GROWTH FCNKX FCNKX 68% 1 60 0 0.55% 5.14%
LARGE GROWTH FFDKX FFDKX 68% 1 60 0 0.45% 0%
LARGE GROWTH FGCKX FGCKX 68% 1 60 0 0.79% 8.68%
LARGE GROWTH FGDKX FGDKX 68% 1 60 0 0.68% 11.71%
Mid-Cap Growth FKMCX FKMCX 68% 1 60 0 0.85% 3.86%
LARGE GROWTH FOCKX FOCKX 67% 1 60 0 0.81% 12.24%
MID-CAP VALUE FVLKX FVLKX 67% 1 60 0 0.75% 15.69%
LARGE VALUE FEIKX FEIKX 67% 1 60 0 0.57% 5.29%
MID-CAP BLEND VSEQX VSEQX 65% 1 60 0 0.33% 11.36%
LARGE BLEND FDGKX FDGKX 64% 1 60 0 0.48% 9.29%
MID-CAP BLEND FLCKX FLCKX 61% 1 60 0 0.74% 13.51%
MID-CAP BLEND FLPKX FLPKX 61% 1 60 0 0.82% 14.19%
MID-CAP BLEND FVSKX FVSKX 60% 1 60 0 0.75% 9.61%
LARGE GROWTH RGAGX RGAGX 25% 1 60 0 0.3% 9.22%
LARGE GROWTH RAFGX RAFGX 24% 1 60 0 0.49% 6.4%
LARGE GROWTH RNGGX RNGGX 24% 1 60 0 0.53% 9.28%
LARGE VALUE RMFGX RMFGX 22% 1 60 0 0.38% 1.61%
LARGE VALUE RWMGX RWMGX 22% 1 60 0 0.26% 10.38%
LARGE BLEND RFNGX RFNGX 20% 1 60 0 0.28% 8.15%
LARGE BLEND RICGX RICGX 20% 1 60 0 0.27% 1.04%
LARGE GROWTH VMRAX VMRAX 0% 1 60 0 0.3% 0%
LARGE GROWTH FDFKX FDFKX 0% 1 60 0 0.77% 30.98%
LARGE GROWTH FEXKX FEXKX 0% 1 60 0 0.74% 0.54%
FIXED INCOME
Short-Term Bond FSHBX FSHBX 100% 1 60 0 0.5% 3.87%
Intermediate-Term Bond VFIDX VFIDX 98% 1 60 0 0.1% 4.05%
Intermediate Government FSTGX FSTGX 97% 1 60 0 0.45% 2.88%
Intermediate-Term Bond PTTRX PTTRX 96% 1 60 0 0.83% 4.3%
Intermediate Government VFIUX VFIUX 94% 1 60 0 0.2% 3.75%
Bank Loan FFRHX FFRHX 93% 1 60 0 1.03% 7.2%
Intermediate-Term Bond PTSAX PTSAX 93% 1 60 0 1.76% 3.62%
SHORT GOVERNMENT VFIRX VFIRX 93% 1 60 0 0.2% 3.92%
Intermediate-Term Bond PMDRX PMDRX 92% 1 60 0 0.59% 4.24%
Intermediate-Term Bond VBIMX VBIMX 92% 1 60 0 0.07% 3.67%
Intermediate Government PDMIX PDMIX 92% 1 60 0 1.67% 4.36%
High Yield Bond SPHIX SPHIX 91% 1 60 0 1.16% 5.9%
High Yield Bond FAGIX FAGIX 91% 1 60 0 0.93% 4.59%
WORLD BOND PFUIX PFUIX 91% 1 60 0 0.61% 3.96%
Intermediate Government FGOVX FGOVX 91% 1 60 0 0.76% 3.55%
Inflation-Protected Bond VIPIX VIPIX 90% 1 60 0 0.1% 4.07%
SHORT GOVERNMENT VSGDX VSGDX 90% 1 60 0 0.1% 3.31%
Intermediate-Term Bond PIGIX PIGIX 90% 1 60 0 1.44% 4.25%
Short-Term Bond PTLDX PTLDX 90% 1 60 0 1.05% 3.91%
Emerging Markets Bond FNMIX FNMIX 89% 1 60 0 0.82% 4.45%
Intermediate Government VFIJX VFIJX 88% 1 60 0 0.11% 3.48%
Short-Term Bond PLDIX PLDIX 88% 1 60 0 0.5% 3.36%
Intermediate-Term Bond DODIX DODIX 87% 1 60 0 0.33% 4.29%
Intermediate Government FGMNX FGMNX 87% 1 60 0 0.45% 3.59%
WORLD BOND PGBIX PGBIX 87% 1 60 0 0.91% 4.16%
SHORT GOVERNMENT FFXSX FFXSX 87% 1 60 0 0.3% 2.79%
WORLD BOND PFORX PFORX 86% 1 60 0 0.61% 4.84%
High Yield Bond VWEAX VWEAX 85% 1 60 0 0.13% 5.85%
Short-Term Bond VFSIX VFSIX 84% 1 60 0 0.2% 4.13%
Intermediate-Term Bond FTBFX FTBFX 81% 1 60 0 0.5% 4.15%
Long-Term Bond VWETX VWETX 80% 1 60 0 0.12% 4.6%
Emerging Markets Bond PELBX PELBX 80% 1 60 0 2.37% 6.92%
Inflation-Protected Bond PRRIX PRRIX 80% 1 60 0 1.37% 2.83%
Intermediate-Term Bond FTHRX FTHRX 78% 1 60 0 0.45% 3.3%
Inflation-Protected Bond PRAIX PRAIX 78% 1 60 0 0.54% 3.77%
Multisector Bond PDIIX PDIIX 76% 1 60 0 1.16% 5.16%
Emerging Markets Bond PEBIX PEBIX 75% 1 60 0 0.99% 6.96%
High Yield Bond PHIYX PHIYX 72% 1 60 0 0.66% 5.84%
LONG GOVERNMENT VUSUX VUSUX 65% 1 60 0 0.1% 3.76%
Long-Term Bond VBLLX VBLLX 63% 1 60 0 0.04% 4.2%
LONG GOVERNMENT PGOVX PGOVX 61% 1 60 0 1.39% 3.22%
WORLD BOND RCWGX RCWGX 46% 1 60 0 0.99% 3.94%
Short-Term Bond VBITX VBITX 4% 1 60 0 0.04% 3.73%
Multisector Bond FADMX FADMX 3% 1 60 0 0.97% 4.14%
WORLD BOND DODLX DODLX 2% 1 60 0 0.37% 3.73%
WORLD BOND PIGLX PIGLX 0% 1 60 0 0.57% 86.49%
Intermediate-Term Bond PTRIX PTRIX 0% 1 60 0 2.27% 6.06%
Inflation-Protected Bond FINPX FINPX 0% 1 60 0 0.45% 5.42%
Average Expense Ratio: 0.69%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 144 funds. It covers 6 major asset classes and 46 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity, US Equity, REITs, Fixed Income and Commodity.
Contains the same funds and holding periods as the IBM 401K Plus Expanded Choice Mutual Funds Plan.


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