MyPlanIQ 401k Investor International Business Machines (IBM) 401K Plus Expanded Choice Mutual Funds Plan

International Business Machines (IBM) 401K Plus Expanded Choice Mutual Funds Plan

This Plan is unrated.
Investment Options
Total Available Funds: 145
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
China Region FHKCX Fidelity China Region
REAL ESTATE
US Real Estate PRRSX PIMCO Real Estate Real Return Strategy I
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK VHGEX Vanguard Global Equity Inv
Total Available Funds: 145
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I
China Region FHKCX Fidelity China Region
Latin America Stock FLATX Fidelity Latin America
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6
REAL ESTATE
US Real Estate PRRSX PIMCO Real Estate Real Return Strategy I
REAL ESTATE FRESX Fidelity Real Estate Investment
REAL ESTATE FRIFX Fidelity Real Estate Income
Global Real Estate FIREX Fidelity International Real Estate
Global Real Estate DFGEX DFA Global Real Estate Securities
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin
WORLD STOCK VHGEX Vanguard Global Equity Inv
Foreign Large Blend DODFX Dodge & Cox International Stock
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Foreign Large Blend DFALX DFA Large Cap International I
JAPAN STOCK FJPNX Fidelity Japan
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap
Foreign Large Growth VWILX Vanguard International Growth Adm
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Value DFIVX DFA International Value I
WORLD STOCK DODWX Dodge & Cox Global Stock
Foreign Large Blend FDIKX Fidelity Diversified International K
Foreign Large Blend FIDKX Fidelity International Discovery K
Foreign Large Blend FOSKX Fidelity Overseas K
Foreign Small/Mid Value DFVQX DFA International Vector Equity Instl
EUROPE STOCK FIEUX Fidelity Europe
Miscellaneous Region FICDX Fidelity Canada
WORLD STOCK RNPGX American Funds New Perspective R6
WORLD STOCK RWIGX American Funds Capital World G/I R6
WORLD STOCK RLLGX American Funds SMALLCAP World R6
Foreign Large Blend RERGX American Funds EuroPacific Gr R6
Foreign Large Blend RIGGX American Funds Intl Gr And Inc R6
WORLD STOCK VMNVX Vanguard Global Minimum Volatility Admiral
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl
Others
World Allocation PAUIX PIMCO All Asset All Authority Inst
World Allocation PAAIX PIMCO All Asset Instl
Moderate Allocation DODBX Dodge & Cox Balanced
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Moderate Allocation VWENX Vanguard Wellington Adm
Nontraditional Bond PFIUX PIMCO Unconstrained Bond Inst
Moderate Allocation VGSTX Vanguard STAR Inv
Convertibles FCVSX Fidelity Convertible Securities
Moderate Allocation FBAKX Fidelity Balanced K
Moderate Allocation RLBGX American Funds American Balanced R6
World Allocation FGBLX Fidelity Global Balanced
Convertibles VCVSX Vanguard Convertible Securities Inv
US EQUITY
LARGE BLEND FLCSX Fidelity Large Cap Stock
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
SMALL BLEND FSCRX Fidelity Small Cap Discovery
LARGE GROWTH FTRNX Fidelity Trend
LARGE GROWTH FTQGX Fidelity Focused Stock
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Inv
LARGE VALUE VEIRX Vanguard Equity-Income Adm
MID-CAP VALUE VASVX Vanguard Selected Value Inv
SMALL BLEND FSLCX Fidelity Small Cap Stock
LARGE VALUE VWNAX Vanguard Windsor II Adm
LARGE BLEND DFEOX DFA US Core Equity 1 I
SMALL BLEND VSCIX Vanguard Small Cap Index Instl
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv
SMALL VALUE DFFVX DFA US Targeted Value I
Small Growth VEXRX Vanguard Explorer Adm
LARGE BLEND PSTKX PIMCO StocksPLUS Instl
LARGE VALUE VWNEX Vanguard Windsor Adm
LARGE BLEND VGIAX Vanguard Growth & Income Adm
SMALL BLEND DFSTX DFA US Small Cap I
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins
MID-CAP VALUE DFVEX DFA US Vector Equity I
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K
LARGE GROWTH FCAKX Fidelity Capital Appreciation K
LARGE GROWTH FCNKX Fidelity Contrafund K
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K
LARGE GROWTH FFDKX Fidelity K
LARGE GROWTH FGCKX Fidelity Growth Company K
LARGE VALUE FEIKX Fidelity Equity-Income K
LARGE GROWTH FGDKX Fidelity Growth Discovery K
MID-CAP VALUE FVLKX Fidelity Value K
LARGE GROWTH FOCKX Fidelity OTC K
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv
LARGE BLEND FDGKX Fidelity Dividend Growth K
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K
MID-CAP BLEND FVSKX Fidelity Value Strategies K
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6
LARGE GROWTH RAFGX American Funds AMCAP R6
LARGE GROWTH RNGGX American Funds New Economy R6
LARGE VALUE RMFGX American Funds American Mutual R6
LARGE VALUE RWMGX American Funds Washington Mutual R6
LARGE BLEND RFNGX American Funds Fundamental Investors R6
LARGE BLEND RICGX American Funds Invmt Co of America R6
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm
LARGE GROWTH FDFKX Fidelity Independence K
LARGE GROWTH FEXKX Fidelity Export & Multinational K
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond
Intermediate-Term Bond VFIDX Vanguard Interm-Term Investment-Grade Ad
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
Intermediate Government FSTGX Fidelity Intermediate Government Inc
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm
Bank Loan FFRHX Fidelity Floating Rate High Income
Intermediate-Term Bond PTSAX PIMCO Total Return III Instl
SHORT GOVERNMENT VFIRX Vanguard Short-Term Treasury Adm
Intermediate-Term Bond PMDRX PIMCO Moderate Duration Instl
Intermediate-Term Bond PTRIX PIMCO Mortgage-Backed Securities Instl
Intermediate Government PDMIX PIMCO GNMA Instl
High Yield Bond SPHIX Fidelity High Income
Intermediate-Term Bond VBIMX Vanguard Interm-Term Bond Index Inst
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGOVX Fidelity Government Income
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl
WORLD BOND PFUIX PIMCO Foreign Bond (Unhedged) I
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm
Short-Term Bond PTLDX PIMCO Low Duration Instl
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corp Bd Instl
Emerging Markets Bond FNMIX Fidelity New Markets Income
Short-Term Bond PLDIX PIMCO Low Duration III Instl
Intermediate Government VFIJX Vanguard GNMA Adm
Intermediate Government FGMNX Fidelity GNMA Fund
Intermediate-Term Bond DODIX Dodge & Cox Income
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt
WORLD BOND PGBIX PIMCO Global Bond (USD-Hedged) I
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I
Short-Term Bond VFSIX Vanguard Short-Term Investment-Grade Ins
Intermediate-Term Bond FTBFX Fidelity Total Bond
Inflation-Protected Bond PRRIX PIMCO Real Return Instl
Emerging Markets Bond PELBX PIMCO Emerging Local Bond Instl
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm
Inflation-Protected Bond PRAIX PIMCO Real Return Asset Instl
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond
Multisector Bond PDIIX PIMCO Diversified Inc Instl
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl
Multisector Bond FSICX Fidelity Strategic Income
High Yield Bond PHIYX PIMCO High Yield Instl
LONG GOVERNMENT VUSUX Vanguard Long-Term Treasury Admiral
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Inst
LONG GOVERNMENT PGOVX PIMCO Long-Term US Government Instl
WORLD BOND RCWGX American Funds Capital World Bond R6
Short-Term Bond VBITX Vanguard Short-Term Bond Idx Instl
WORLD BOND DODLX Dodge & Cox Global Bond Fun
WORLD BOND PIGLX PIMCO Global Bond (Unhedged) Instl
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
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 DFA Emerging Markets Value I 96% 1 60 0 0.44% 4.53%
DIVERSIFIED EMERGING MKTS DFEMX DFA Emerging Markets I 91% 1 60 0 0.61% 3.43%
China Region FHKCX Fidelity China Region 67% 1 60 0 1.53% 1.88%
Latin America Stock FLATX Fidelity Latin America 57% 1 60 0 0.86% 4.27%
DIVERSIFIED EMERGING MKTS RNWGX American Funds New World R6 43% 1 60 0 1.03% 2.94%
REAL ESTATE
US Real Estate PRRSX PIMCO Real Estate Real Return Strategy I 100% 1 60 0 3.53% 0%
REAL ESTATE FRESX Fidelity Real Estate Investment 97% 1 60 0 0.72% 2.28%
REAL ESTATE FRIFX Fidelity Real Estate Income 88% 1 60 0 0.71% 3.52%
Global Real Estate FIREX Fidelity International Real Estate 84% 1 60 0 1.2% 1.99%
Global Real Estate DFGEX DFA Global Real Estate Securities 79% 1 60 0 0.22% 3.4%
INTERNATIONAL EQUITY
Foreign Small/Mid Blend DFISX DFA International Small Company I 100% 1 60 0 0.39% 3.03%
DIVERSIFIED PACIFIC/ASIA FPBFX Fidelity Pacific Basin 100% 1 60 0 1.12% 5.52%
WORLD STOCK VHGEX Vanguard Global Equity Inv 100% 1 60 0 0.42% 1.09%
Foreign Large Blend DODFX Dodge & Cox International Stock 99% 1 60 0 0.52% 2.33%
Foreign Large Value VTRIX Vanguard International Value Inv 99% 1 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv 89% 1 60 0 0.41% 4.16%
Foreign Large Blend DFALX DFA Large Cap International I 88% 1 60 0 0.17% 3.33%
JAPAN STOCK FJPNX Fidelity Japan 86% 1 60 0 1.13% 3.84%
FOREIGN SMALL/MID GROWTH FISMX Fidelity International Small Cap 84% 1 60 0 1.43% 1.87%
Foreign Large Growth VWILX Vanguard International Growth Adm 83% 1 60 0 0.45% 1.94%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 82% 1 60 0 1.18% 0.08%
Foreign Large Value DFIVX DFA International Value I 80% 1 60 0 0.52% 4.52%
WORLD STOCK DODWX Dodge & Cox Global Stock 77% 1 60 0 0.62% 6.53%
Foreign Large Blend FDIKX Fidelity Diversified International K 72% 1 60 0 0.99% 4.5%
Foreign Large Blend FIDKX Fidelity International Discovery K 72% 1 60 0 0.99% 2.07%
Foreign Large Blend FOSKX Fidelity Overseas K 71% 1 60 0 0.95% 1.16%
Foreign Small/Mid Value DFVQX DFA International Vector Equity Instl 70% 1 60 0 0.34% 3.57%
EUROPE STOCK FIEUX Fidelity Europe 61% 1 60 0 0.76% 1.66%
Miscellaneous Region FICDX Fidelity Canada 53% 1 60 0 0.86% 3.47%
WORLD STOCK RNPGX American Funds New Perspective R6 33% 1 60 0 1.47% 5.77%
WORLD STOCK RWIGX American Funds Capital World G/I R6 33% 1 60 0 0.53% 3.8%
WORLD STOCK RLLGX American Funds SMALLCAP World R6 33% 1 60 0 0.66% 0%
Foreign Large Blend RERGX American Funds EuroPacific Gr R6 32% 1 60 0 0.9% 4.03%
Foreign Large Blend RIGGX American Funds Intl Gr And Inc R6 4% 1 60 0 0.54% 3.76%
WORLD STOCK VMNVX Vanguard Global Minimum Volatility Admiral 1% 1 60 0 0.2% 3.18%
COMMODITIES
COMMODITIES BROAD BASKET PCRIX PIMCO Commodity Real Ret Strat Instl 78% 1 60 0 1.96% 5.11%
Others
World Allocation PAUIX PIMCO All Asset All Authority Inst 97% 1 60 0 3.61% 3.4%
World Allocation PAAIX PIMCO All Asset Instl 96% 1 60 0 1.84% 3.53%
Moderate Allocation DODBX Dodge & Cox Balanced 93% 1 60 0 0.42% 2.56%
Conservative Allocation VWIAX Vanguard Wellesley Income Adm 91% 1 60 0 0.16% 3.46%
Moderate Allocation VWENX Vanguard Wellington Adm 90% 1 60 0 0.17% 12.42%
Nontraditional Bond PFIUX PIMCO Unconstrained Bond Inst 88% 1 60 0 1.46% 4.96%
Moderate Allocation VGSTX Vanguard STAR Inv 84% 1 60 0 0.31% 7.45%
Convertibles FCVSX Fidelity Convertible Securities 77% 1 60 0 1.04% 2.12%
Moderate Allocation FBAKX Fidelity Balanced K 69% 1 60 0 0.5% 1.66%
Moderate Allocation RLBGX American Funds American Balanced R6 22% 1 60 0 0.31% 2.69%
World Allocation FGBLX Fidelity Global Balanced 0% 1 60 0 1.06% 6.65%
Convertibles VCVSX Vanguard Convertible Securities Inv 0% 1 60 0 0.59% 0%
US EQUITY
LARGE BLEND FLCSX Fidelity Large Cap Stock 96% 1 60 0 0.76% 0.99%
LARGE VALUE DODGX Dodge & Cox Stock 93% 1 60 0 0.52% 4.95%
LARGE BLEND VDIGX Vanguard Dividend Growth Inv 90% 1 60 0 0.3% 1.6%
SMALL BLEND FSCRX Fidelity Small Cap Discovery 90% 1 60 0 1.07% 1.16%
LARGE GROWTH FTRNX Fidelity Trend 88% 1 60 0 0.58% 0.04%
LARGE GROWTH FTQGX Fidelity Focused Stock 88% 1 60 0 0.47% 0.52%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Inv 85% 1 60 0 0.46% 1.14%
LARGE VALUE VEIRX Vanguard Equity-Income Adm 85% 1 60 0 0.28% 1.95%
MID-CAP VALUE VASVX Vanguard Selected Value Inv 84% 1 60 0 0.43% 1.58%
SMALL BLEND FSLCX Fidelity Small Cap Stock 82% 1 60 0 0.67% 0.02%
LARGE VALUE VWNAX Vanguard Windsor II Adm 81% 1 60 0 0.26% 1.59%
LARGE BLEND DFEOX DFA US Core Equity 1 I 81% 1 60 0 0.15% 1.35%
SMALL BLEND VSCIX Vanguard Small Cap Index Instl 80% 1 60 0 0.05% 1.55%
Mid-Cap Growth VMGRX Vanguard Mid Cap Growth Inv 80% 1 60 0 0.37% 0.36%
SMALL VALUE DFFVX DFA US Targeted Value I 79% 1 60 0 0.29% 1.43%
Small Growth VEXRX Vanguard Explorer Adm 76% 1 60 0 0.34% 0.59%
LARGE BLEND PSTKX PIMCO StocksPLUS Instl 76% 1 60 0 0.91% 2.69%
LARGE VALUE VWNEX Vanguard Windsor Adm 72% 1 60 0 0.38% 13.82%
LARGE BLEND VGIAX Vanguard Growth & Income Adm 71% 1 60 0 0.23% 7.98%
SMALL BLEND DFSTX DFA US Small Cap I 71% 1 60 0 0.27% 1.12%
MID-CAP BLEND VMCIX Vanguard Mid Cap Index Ins 71% 1 60 0 0.04% 1.5%
MID-CAP VALUE DFVEX DFA US Vector Equity I 71% 1 60 0 0.28% 3.39%
SMALL BLEND FDSCX Fidelity Stock Selector Small Cap 70% 1 60 0 1.46% 0.22%
LARGE GROWTH VFTNX Vanguard FTSE Social Index Instl 70% 1 60 0 0.14% 1.13%
LARGE GROWTH FBGKX Fidelity Blue Chip Growth K 68% 1 60 0 0.76% 0.62%
LARGE GROWTH FCAKX Fidelity Capital Appreciation K 68% 1 60 0 0.83% 3.45%
LARGE GROWTH FCNKX Fidelity Contrafund K 68% 1 60 0 0.55% 4.38%
Mid-Cap Growth FKMCX Fidelity Mid-Cap Stock K 68% 1 60 0 0.85% 0.31%
LARGE GROWTH FFDKX Fidelity K 68% 1 60 0 0.45% 0.87%
LARGE GROWTH FGCKX Fidelity Growth Company K 68% 1 60 0 0.79% 4.92%
LARGE VALUE FEIKX Fidelity Equity-Income K 68% 1 60 0 0.57% 4.28%
LARGE GROWTH FGDKX Fidelity Growth Discovery K 68% 1 60 0 0.68% 2.57%
MID-CAP VALUE FVLKX Fidelity Value K 68% 1 60 0 0.75% 3.87%
LARGE GROWTH FOCKX Fidelity OTC K 67% 1 60 0 0.81% 0.09%
MID-CAP BLEND VSEQX Vanguard Strategic Equity Inv 65% 1 60 0 0.33% 0%
LARGE BLEND FDGKX Fidelity Dividend Growth K 64% 1 60 0 0.48% 3.58%
MID-CAP BLEND FLCKX Fidelity Leveraged Company Stock K 61% 1 60 0 0.74% 8.84%
MID-CAP BLEND FLPKX Fidelity Low-Priced Stock K 60% 1 60 0 0.82% 18.74%
MID-CAP BLEND FVSKX Fidelity Value Strategies K 60% 1 60 0 0.75% 1.92%
LARGE GROWTH RGAGX American Funds Growth Fund of Amer R6 25% 1 60 0 0.3% 0%
LARGE GROWTH RAFGX American Funds AMCAP R6 24% 1 60 0 0.49% 3.8%
LARGE GROWTH RNGGX American Funds New Economy R6 23% 1 60 0 0.53% 4.32%
LARGE VALUE RMFGX American Funds American Mutual R6 22% 1 60 0 0.38% 4.11%
LARGE VALUE RWMGX American Funds Washington Mutual R6 22% 1 60 0 0.26% 3.68%
LARGE BLEND RFNGX American Funds Fundamental Investors R6 20% 1 60 0 0.28% 1.87%
LARGE BLEND RICGX American Funds Invmt Co of America R6 20% 1 60 0 0.27% 5.33%
LARGE GROWTH VMRAX Vanguard Morgan Growth Adm 0% 1 60 0 0.3% 0%
LARGE GROWTH FDFKX Fidelity Independence K 0% 1 60 0 0.77% 0%
LARGE GROWTH FEXKX Fidelity Export & Multinational K 0% 1 60 0 0.74% 1.3%
FIXED INCOME
Short-Term Bond FSHBX Fidelity Short-Term Bond 100% 1 60 0 0.5% 3.29%
Intermediate-Term Bond VFIDX Vanguard Interm-Term Investment-Grade Ad 98% 1 60 0 0.1% 3.85%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 1 60 0 0.83% 3.98%
Intermediate Government FSTGX Fidelity Intermediate Government Inc 97% 1 60 0 0.45% 1.64%
Intermediate Government VFIUX Vanguard Interm-Term Treasury Adm 94% 1 60 0 0.2% 3.48%
Bank Loan FFRHX Fidelity Floating Rate High Income 93% 1 60 0 1.03% 8.37%
Intermediate-Term Bond PTSAX PIMCO Total Return III Instl 93% 1 60 0 1.76% 3.69%
SHORT GOVERNMENT VFIRX Vanguard Short-Term Treasury Adm 93% 1 60 0 0.2% 3.96%
Intermediate-Term Bond PMDRX PIMCO Moderate Duration Instl 92% 1 60 0 0.59% 4.32%
Intermediate-Term Bond PTRIX PIMCO Mortgage-Backed Securities Instl 92% 1 60 0 2.27% 5.79%
Intermediate Government PDMIX PIMCO GNMA Instl 92% 1 60 0 1.67% 4.53%
High Yield Bond SPHIX Fidelity High Income 92% 1 60 0 1.16% 4.08%
Intermediate-Term Bond VBIMX Vanguard Interm-Term Bond Index Inst 92% 1 60 0 0.07% 3.31%
High Yield Bond FAGIX Fidelity Capital & Income 91% 1 60 0 0.93% 4.03%
Intermediate Government FGOVX Fidelity Government Income 91% 1 60 0 0.76% 1.87%
Inflation-Protected Bond VIPIX Vanguard Inflation-Protected Secs Instl 91% 1 60 0 0.1% 4.92%
WORLD BOND PFUIX PIMCO Foreign Bond (Unhedged) I 90% 1 60 0 0.61% 3.21%
SHORT GOVERNMENT VSGDX Vanguard Short-Term Federal Adm 90% 1 60 0 0.1% 3.38%
Short-Term Bond PTLDX PIMCO Low Duration Instl 90% 1 60 0 1.05% 4.06%
Intermediate-Term Bond PIGIX PIMCO Investment Grade Corp Bd Instl 90% 1 60 0 1.44% 3.99%
Emerging Markets Bond FNMIX Fidelity New Markets Income 89% 1 60 0 0.82% 3.93%
Short-Term Bond PLDIX PIMCO Low Duration III Instl 88% 1 60 0 0.5% 3.83%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 1 60 0 0.11% 3.34%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 1 60 0 0.45% 2.87%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 1 60 0 0.33% 3.91%
SHORT GOVERNMENT FFXSX Fidelity Instl Shrt-Interm Govt 87% 1 60 0 0.3% 1.58%
WORLD BOND PGBIX PIMCO Global Bond (USD-Hedged) I 86% 1 60 0 0.91% 2.84%
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm 86% 1 60 0 0.13% 5.78%
WORLD BOND PFORX PIMCO Foreign Bond (USD-Hedged) I 85% 1 60 0 0.61% 3.08%
Short-Term Bond VFSIX Vanguard Short-Term Investment-Grade Ins 84% 1 60 0 0.2% 3.09%
Intermediate-Term Bond FTBFX Fidelity Total Bond 81% 1 60 0 0.5% 3.24%
Inflation-Protected Bond PRRIX PIMCO Real Return Instl 80% 1 60 0 1.37% 4.44%
Emerging Markets Bond PELBX PIMCO Emerging Local Bond Instl 80% 1 60 0 2.37% 5.26%
Long-Term Bond VWETX Vanguard Long-Term Investment-Grade Adm 80% 1 60 0 0.12% 4.62%
Inflation-Protected Bond PRAIX PIMCO Real Return Asset Instl 78% 1 60 0 0.54% 4.73%
Intermediate-Term Bond FTHRX Fidelity Intermediate Bond 78% 1 60 0 0.45% 3.11%
Multisector Bond PDIIX PIMCO Diversified Inc Instl 76% 1 60 0 1.16% 4.81%
Emerging Markets Bond PEBIX PIMCO Emerging Markets Bond Instl 76% 1 60 0 0.99% 8.13%
Multisector Bond FSICX Fidelity Strategic Income 74% 1 60 0 0.7% 2.07%
High Yield Bond PHIYX PIMCO High Yield Instl 72% 1 60 0 0.66% 5.61%
LONG GOVERNMENT VUSUX Vanguard Long-Term Treasury Admiral 65% 1 60 0 0.1% 3.65%
Long-Term Bond VBLLX Vanguard Long-Term Bond Index Inst 63% 1 60 0 0.04% 4.09%
LONG GOVERNMENT PGOVX PIMCO Long-Term US Government Instl 61% 1 60 0 1.39% 3%
WORLD BOND RCWGX American Funds Capital World Bond R6 44% 1 60 0 0.99% 2.79%
Short-Term Bond VBITX Vanguard Short-Term Bond Idx Instl 4% 1 60 0 0.04% 2.34%
WORLD BOND DODLX Dodge & Cox Global Bond Fun 1% 1 60 0 0.37% 4.64%
WORLD BOND PIGLX PIMCO Global Bond (Unhedged) Instl 0% 1 60 0 0.57% 4.88%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 1 60 0 0.45% 5.61%
Average Expense Ratio: 0.69%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.6% 18.0% 7.6% 9.0% 6.8% 6.5%

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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*
Click for Portfolio Details or Follow 1.5% 8.5% -1.6% 3.9% 4.9% 7.9%

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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(Ticker:IBM)
The plan consists of 145 funds. It covers 6 major asset classes and 45 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity, US Equity, REITs, Fixed Income and Commodity.

This plan is based on the expanded choice - mutual funds in the IBM 401k plan.  It has many more funds than International Business Machines (IBM) 401K Plus Plan, a plan that consists of core and core plus funds. 



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