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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
Vanguard Mid-Cap Value ETFVOEC-U.S. Mid Cap10fund risk0.09%
iShares Core S&P Mid-Cap ETFIJHC-U.S. Mid Cap11fund risk0.14%
Vanguard Extended Market ETFVXFB--U.S. Small Cap12fund risk0.1%
Vanguard Small-Cap ETFVBC--U.S. Small Cap12fund risk0.09%
iShares Core S&P Small-Cap ETFIJRD--U.S. Small Cap14fund risk0.14%
iShares Core Aggressive Allocation ETFAOABU.S. Large Cap7fund risk0.11%
Vanguard Dividend Appreciation ETFVIGCU.S. Large Cap8fund risk0.1%
iShares S&P 100 ETFOEFC+U.S. Mega Cap8fund risk0.2%
iShares Core S&P 500 ETFIVVCU.S. Large Cap8fund risk0.07%
iShares Russell 1000 ETFIWBCU.S. Large Cap8fund risk0.15%
Vanguard Total Stock Market ETFVTICU.S. All Cap9fund risk0.05%
iShares Global 100 ETFIOOB+U.S. Mega Cap9fund risk0.4%
iShares Russell 3000 ETFIWVCU.S. All Cap9fund risk0.2%
iShares MSCI ACWI ETFACWIBU.S. Large Cap9fund risk0%
Vanguard Total World Stock ETFVTCU.S. Large Cap9fund risk0.18%
Vanguard Mid-Cap ETFVOC-U.S. Mid Cap10fund risk0.09%
U.S. Equities - Growth     
Vanguard Mid-Cap Growth ETFVOTCU.S. Mid Cap - Growth10fund risk0.09%
Vanguard Small-Cap Growth ETFVBKC-U.S. Small Cap - Growth12fund risk0.09%
iShares Russell 2000 Growth ETFIWOC-U.S. Small Cap - Growth14fund risk0.25%
iShares Russell 1000 Growth ETFIWFC++U.S. Large Cap - Growth8fund risk0.2%
Vanguard Mega Cap Growth ETFMGKC++U.S. Mega Cap - Growth9fund risk0.11%
Vanguard Growth ETFVUGC++U.S. Large Cap - Growth9fund risk0.09%
iShares Russell Mid-Cap Growth ETFIWPCU.S. Mid Cap - Growth10fund risk0.25%
U.S. Equities - Value     
iShares Russell Mid-Cap Value ETFIWSC--U.S. Mid Cap - Value10fund risk0.25%
Vanguard Small-Cap Value ETFVBRC--U.S. Small Cap - Value13fund risk0.09%
iShares MSCI Canada ETFEWCD--U.S. Mid Cap - Value13fund risk0.51%
iShares Russell 2000 Value ETFIWNC--U.S. Small Cap - Value15fund risk0.25%
iShares S&P Small-Cap 600 Value ETFIJSC--U.S. Small Cap - Value15fund risk0.25%
SPDR Barclays High Yield Bond ETFJNKB--U.S. Mid Cap - Value6fund risk0.4%
Vanguard High Dividend Yield ETFVYMC-U.S. Large Cap - Value8fund risk0.1%
Vanguard Value ETFVTVB-U.S. Large Cap - Value9fund risk0.09%
iShares S&P 500 Value ETFIVEC-U.S. Large Cap - Value9fund risk0.18%
iShares Russell 1000 Value ETFIWDC-U.S. Large Cap - Value9fund risk0.2%
Specialty     
SPDR Dow Jones Global Real Estate ETFRWOB--U.S. Real Estate11fund risk0.5%
iPath Bloomberg Commodity Index Total Return ETNDJPC--Commodities13fund risk0.75%
SPDR Dow Jones REIT ETFRWRB--U.S. Real Estate14fund risk0.25%
Vanguard REIT ETFVNQB--U.S. Real Estate14fund risk0.1%
PowerShares DB Commodity Index Tracking FundDBCC--Commodities14fund risk0.87%
PowerShares DB Oil FundDBOC--Commodities28fund risk0.77%
Global & Intl. Equity     
Vanguard FTSE Developed Markets ETFVEAB+International Large Cap10fund risk0.09%
Vanguard FTSE All World ex-US Small-Cap ETFVSSC++International Small Cap10fund risk0.2%
iShares MSCI Japan ETFEWJC+Pacific10fund risk0.5%
Vanguard FTSE All-World ex-US ETFVEUB+International Large Cap11fund risk0.15%
VanEck Vectors J.P. Morgan EM Local Currency Bond ETFEMLCC+Emerging Markets11fund risk0.47%
iShares MSCI United Kingdom ETFEWUD++Europe11fund risk0.51%
SPDR Dow Jones International Real Estate ETFRWXF+International Large Cap - Growth11fund risk0.59%
iShares MSCI EAFE Value ETFEFVBInternational Large Cap - Value11fund risk0.4%
Vanguard FTSE Europe ETFVGKB++Europe12fund risk0.12%
iShares MSCI All Country Asia ex Japan ETFAAXJA+Emerging Markets13fund risk0%
SPDR S&P Emerging Markets SmallCap ETFEWXB+Emerging Markets13fund risk0.65%
iShares MSCI Germany ETFEWGA++Europe13fund risk0.51%
iShares MSCI France ETFEWQA++Europe14fund risk0.51%
SPDR EURO STOXX 50 ETFFEZB++Europe14fund risk0.29%
Vanguard FTSE Emerging Markets ETFVWOC+Emerging Markets15fund risk0.15%
iShares MSCI Australia ETFEWAC-Pacific ex-Japan15fund risk0.51%
SPDR S&P China ETFGXCA+Emerging Markets15fund risk0.59%
iShares China Large-Cap ETFFXIC+Emerging Markets16fund risk0.73%
iShares MSCI BRIC ETFBKFC+Emerging Markets16fund risk0.67%
WisdomTree India Earnings FundEPIA+Emerging Markets16fund risk0.84%
SPDR S&P Emerging Europe ETFGURC+Emerging Markets17fund risk0.59%
iShares MSCI Spain Capped ETFEWPA++Europe17fund risk0.51%
iShares MSCI Italy Capped ETFEWIAInternational Large Cap - Value20fund risk0.5%
VanEck Vectors Russia ETFRSXF+Emerging Markets22fund risk0.62%
iShares Latin America 40 ETFILFF+Emerging Markets27fund risk0.49%
iShares Core Conservative Allocation ETFAOKB+International Large Cap - Growth4fund risk0.11%
iShares MSCI Brazil Capped ETFEWZF+Emerging Markets34fund risk0.61%
iShares Core Moderate Allocation FundAOMB+International Large Cap - Growth4fund risk0.11%
iShares Core Growth Allocation ETFAORB+International Large Cap6fund risk0.11%
PowerShares DB G10 Currency Harvest FundDBVF-Pacific ex-Japan7fund risk0.8%
iShares MSCI EAFE Small-Cap ETFSCZA+International Large Cap - Growth10fund risk0.4%
iShares MSCI EAFE Growth ETFEFGB+International Large Cap - Growth10fund risk0.4%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
iShares 1-3 Year Treasury Bond ETFSHYCU.S. Treasury - Short1fund risk0.15%
iShares 1-3 Year Credit Bond ETFCSJCU.S. Treasury - Short1fund risk0.2%
Vanguard Short-Term Government Bond ETFVGSHCU.S. Treasury - Short1fund risk0%
SPDR Nuveen Barclays Short Term Municipal Bond ETFSHMC+Bond - U.S. Municipals1fund risk0.2%
Vanguard Short-Term Bond ETFBSVCU.S. Treasury - Short / Intermediate1fund risk0.1%
Vanguard Short-Term Corporate Bond ETFVCSHBU.S. Treasury - Short / Intermediate2fund risk0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZCU.S. Treasury - TIPS2fund risk0.2%
Vanguard Long-Term Government Bond ETFVGLTC+U.S. Treasury - Long11fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC+U.S. Treasury - Long12fund risk0.15%
Vanguard Extended Duration Treasury ETFEDVC+U.S. Treasury - Long16fund risk0.12%
iShares Intermediate Government/Credit Bond ETFGVICU.S. Treasury - Intermediate2fund risk0.2%
iShares Intermediate Credit Bond ETFCIUBU.S. Treasury - Intermediate3fund risk0.2%
Vanguard Mortgage-Backed Securities ETFVMBSC+Bond - U.S. Mortgages3fund risk0%
iShares 3-7 Year Treasury Bond ETFIEICU.S. Treasury - Short / Intermediate3fund risk0.15%
iShares MBS ETFMBBC+Bond - U.S. Mortgages3fund risk0.25%
SPDR Nuveen Barclays Municipal Bond ETFTFIC+Bond - U.S. Municipals3fund risk0.23%
iShares National Muni Bond ETFMUBC+Bond - U.S. Municipals3fund risk0.25%
iShares Core U.S. Aggregate Bond ETFAGGBU.S. Treasury - Intermediate3fund risk0.08%
Vanguard Total Bond Market ETFBNDBU.S. Treasury - Intermediate3fund risk0.08%
Vanguard Intermediate-Term Government Bond ETFVGITCU.S. Treasury - Short / Intermediate3fund risk0%
Vanguard Intermediate-Term Corporate Bond ETFVCITBU.S. Treasury - Intermediate4fund risk0%
iShares TIPS Bond ETFTIPCU.S. Treasury - TIPS4fund risk0.2%
Vanguard Intermediate-Term Bond ETFBIVBU.S. Treasury - Intermediate4fund risk0.1%
VanEck Vectors Intermediate Municipal ETFITMC+Bond - U.S. Municipals4fund risk0.24%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDAU.S. Treasury - Intermediate / Long5fund risk0.15%
PowerShares Emerging Markets Sovereign Debt PortfolioPCYD+Bond - Emerging Market7fund risk0.5%
SPDR Barclays International Treasury Bond ETFBWXBU.S. Treasury - Short / Intermediate8fund risk0.5%
SPDR Citi International Government Inflation-Protected Bond ETFWIPABond - Multi Sector8fund risk0.5%
Vanguard Long-Term Corporate Bond ETFVCLTA+U.S. Treasury - Long8fund risk0%
Vanguard Long-Term Bond ETFBLVB+U.S. Treasury - Long9fund risk0.1%
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