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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Vanguard Dividend Appreciation ETF	VIG	B	U.S. Large Cap	12	0.23%
Vanguard Total Stock Market ETF	VTI	C	U.S. All Cap	13	0.07%
iShares S&P SmallCap 600 Index	IJR	C-	U.S. Small Cap	15	0.2%
U.S. Equities - Value
WisdomTree MidCap Dividend Fund	DON	B++	U.S. Mid Cap - Value	13	0.38%
Specialty
Vanguard REIT ETF	VNQ	C++	U.S. Real Estate	12	0.13%
Bonds
iShares IBoxx $ Invest Grade Corp Bd Fd	LQD	B++	Bond - Multi Sector	4	0.15%
Schwab Inflation Protected	SWRSX	C++	U.S. Treasury - TIPS	4	0.29%
PowerShares Emerging Markets Sovere	PCY	C++	Bond - Emerging Market	5	0.5%

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