Horizon™ for IBM Corp.
Fund List (as of 08/07/17)
Fund Prices & YTD Returns Seq Type Comments
AGGRESSIVE 1 Tier 1
CONSERVATIVE 2 Tier 1
INCOME PLUS 3 Tier 1
MODERATE 4 Tier 1
TOTAL STOCK MKT IDX 5 Tier 2
INTL STOCK MKT IDX 6 Tier 2
INTL REAL ESTATE IDX 7 Tier 3
REIT IDX 8 Tier 2
INFL PROTECTED BOND 9 Tier 2
INTEREST INCOME FUND 10 Tier 2
TOTAL BOND MARKET 11 Tier 2
EUROPEAN STOCK IDX 12 Tier 3
PACIFIC STOCK IDX 13 Tier 3
EMERGING MKT STK IDX 14 Tier 3
GLOBAL RE STOCK IDX 14 Tier 3
LARGE COMPANY IDX 14 Tier 3
LARGE-CAP GROWTH IDX 15 Tier 3
LARGE-CAP VALUE IDX 16 Tier 3
SMALL/MID-CAP IDX 17 Tier 3
SMALL-CAP GROWTH IDX 18 Tier 3
SMALL-CAP VALUE IDX 19 Tier 3
IBM STOCK 20 Tier 3 Not included in Horizon™ 
HI YLD EMG MKT BOND 21 Tier 3
LONG-TERM CORP BOND 22 Tier 3