MyPlanIQ 401k Investor International Business Machines (IBM) 401K Plus Plan

International Business Machines (IBM) 401K Plus Plan

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGR GLOBAL RE STOCK IDX(OZOB)03/31/2016
Global Real Estate DFITX INTL REAL ESTATE IDX(OJGS)01/01/2008
REAL ESTATE VGSLX REIT IDX(OJFD)06/01/2003
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX EMERGING MKT STK IDX(OXOX)02/28/2012
INTERNATIONAL EQUITY
EUROPE STOCK VEURX EUROPEAN STOCK IDX(OJFQ)07/01/2000
Foreign Large Blend VTIAX INTL STOCK MKT IDX(OJFF)04/01/1993
DIVERSIFIED PACIFIC/ASIA VPACX PACIFIC STOCK IDX(OJFR)07/01/2000
Others
ROOT CASH INTEREST INCOME FUND(OJFA)07/01/1985
FIXED INCOME
Inflation-Protected Bond VIPSX INFL PROTECTED BOND(OJFB)07/01/2000
Intermediate-Term Bond VBTLX TOTAL BOND MARKET(OJFC)05/01/1996
Long-Term Bond VWESX LONG-TERM CORP BOND(OJFH)07/01/2000
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IGR GLOBAL RE STOCK IDX(OZOB)03/31/2016
Global Real Estate DFITX INTL REAL ESTATE IDX(OJGS)01/01/2008
REAL ESTATE VGSLX REIT IDX(OJFD)06/01/2003
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX EMERGING MKT STK IDX(OXOX)02/28/2012
INTERNATIONAL EQUITY
EUROPE STOCK VEURX EUROPEAN STOCK IDX(OJFQ)07/01/2000
Foreign Large Blend VTIAX INTL STOCK MKT IDX(OJFF)04/01/1993
DIVERSIFIED PACIFIC/ASIA VPACX PACIFIC STOCK IDX(OJFR)07/01/2000
Others
ROOT CASH INTEREST INCOME FUND(OJFA)07/01/1985
FIXED INCOME
Inflation-Protected Bond VIPSX INFL PROTECTED BOND(OJFB)07/01/2000
Intermediate-Term Bond VBTLX TOTAL BOND MARKET(OJFC)05/01/1996
Long-Term Bond VWESX LONG-TERM CORP BOND(OJFH)07/01/2000
Emerging Markets Bond PEBIX HI YLD EMG MKT BOND(OJFI)07/01/2004
US EQUITY
SMALL VALUE VISVX SMALL-CAP VALUE IDX(OJFO)07/01/2000
Small Growth VISGX SMALL-CAP GROWTH IDX(OJFP)07/01/2000
LARGE BLEND VTSMX TOTAL STOCK MKT IDX(OJFE)07/01/2000
LARGE GROWTH VIGIX LARGE-CAP GROWTH IDX(OJFM)07/01/2000
LARGE BLEND VLACX LARGE COMPANY IDX(OJFK)05/01/1982
LARGE VALUE VIVIX LARGE-CAP VALUE IDX(OJFL)07/01/2000
MID-CAP BLEND VIMAX SMALL/MID-CAP IDX(OJFN)04/01/1990
Total Available Funds: 19
  • 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
REAL ESTATE
Global Real Estate IGR GLOBAL RE STOCK IDX(OZOB)03/31/2016 99% 1 60 0 NA 13.58%
Global Real Estate DFITX INTL REAL ESTATE IDX(OJGS)01/01/2008 78% 1 60 0 0.27% 5.17%
REAL ESTATE VGSLX REIT IDX(OJFD)06/01/2003 51% 1 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX EMERGING MKT STK IDX(OXOX)02/28/2012 66% 1 60 0 0.08% 3.53%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX EUROPEAN STOCK IDX(OJFQ)07/01/2000 87% 1 60 0 0.09% 2.98%
Foreign Large Blend VTIAX INTL STOCK MKT IDX(OJFF)04/01/1993 29% 1 60 0 0.07% 3.3%
DIVERSIFIED PACIFIC/ASIA VPACX PACIFIC STOCK IDX(OJFR)07/01/2000 19% 1 60 0 0.08% 2.88%
Others
ROOT CASH INTEREST INCOME FUND(OJFA)07/01/1985 0% 1 60 0 NA 4.14%
FIXED INCOME
Inflation-Protected Bond VIPSX INFL PROTECTED BOND(OJFB)07/01/2000 98% 1 60 0 0.07% 4.24%
Intermediate-Term Bond VBTLX TOTAL BOND MARKET(OJFC)05/01/1996 94% 1 60 0 0.15% 3.25%
Long-Term Bond VWESX LONG-TERM CORP BOND(OJFH)07/01/2000 83% 1 60 0 0.22% 4.15%
Emerging Markets Bond PEBIX HI YLD EMG MKT BOND(OJFI)07/01/2004 75% 1 60 0 0.99% 8.13%
US EQUITY
SMALL VALUE VISVX SMALL-CAP VALUE IDX(OJFO)07/01/2000 100% 1 60 0 0.06% 1.97%
Small Growth VISGX SMALL-CAP GROWTH IDX(OJFP)07/01/2000 100% 1 60 0 0.07% 0.54%
LARGE BLEND VTSMX TOTAL STOCK MKT IDX(OJFE)07/01/2000 94% 1 60 0 0.03% 1.26%
LARGE GROWTH VIGIX LARGE-CAP GROWTH IDX(OJFM)07/01/2000 83% 1 60 0 0.04% 0.54%
LARGE BLEND VLACX LARGE COMPANY IDX(OJFK)05/01/1982 81% 1 60 0 0.04% 1.21%
LARGE VALUE VIVIX LARGE-CAP VALUE IDX(OJFL)07/01/2000 79% 1 60 0 0.04% 2.48%
MID-CAP BLEND VIMAX SMALL/MID-CAP IDX(OJFN)04/01/1990 72% 1 60 0 0.04% 1.5%
Average Expense Ratio: 0.14%
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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 3.2% 11.5% 0.5% 4.6% 4.2% 7.0%

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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 2.2% 13.2% -0.5% 4.7% 4.8% 6.9%

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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 19 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are REITs, Fixed Income, Emerging Market Equity, Foreign Equity and US Equity.

This plan consists of core and core plus funds from IBM 401k plan. 



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