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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     
iShares S&P 100 ETFOEFCU.S. Mega Cap11fund risk0.2%
iShares Core Aggressive Allocation ETFAOADU.S. Large Cap11fund risk0.11%
iShares Core S&P 500 ETFIVVCU.S. Large Cap11fund risk0.07%
iShares Russell 1000 ETFIWBCU.S. Large Cap12fund risk0.15%
Vanguard Total Stock Market ETFVTICU.S. All Cap12fund risk0.05%
iShares Russell 3000 ETFIWVCU.S. All Cap12fund risk0.2%
iShares Global 100 ETFIOODU.S. Mega Cap13fund risk0.4%
iShares MSCI ACWI ETFACWIDU.S. Large Cap13fund risk0%
Vanguard Total World Stock ETFVTDU.S. Large Cap14fund risk0.18%
Vanguard Mid-Cap ETFVOCU.S. Mid Cap14fund risk0.09%
iShares Core S&P Mid-Cap ETFIJHBU.S. Mid Cap14fund risk0.14%
Vanguard Small-Cap ETFVBD++U.S. Small Cap15fund risk0.09%
Vanguard Extended Market ETFVXFC++U.S. Small Cap15fund risk0.1%
iShares Core S&P Small-Cap ETFIJRB++U.S. Small Cap17fund risk0.14%
Vanguard Dividend Appreciation ETFVIGCU.S. Large Cap10fund risk0.1%
U.S. Equities - Growth     
iShares Russell 1000 Growth ETFIWFC-U.S. Large Cap - Growth12fund risk0.2%
Vanguard Mega Cap Growth ETFMGKC-U.S. Large Cap - Growth12fund risk0.11%
Vanguard Growth ETFVUGC-U.S. Large Cap - Growth12fund risk0.09%
iShares Russell Mid-Cap Growth ETFIWPC-U.S. Mid Cap - Growth14fund risk0.25%
Vanguard Mid-Cap Growth ETFVOTC-U.S. Mid Cap - Growth14fund risk0.09%
Vanguard Small-Cap Growth ETFVBKCU.S. Small Cap - Growth16fund risk0.09%
iShares Russell 2000 Growth ETFIWOCU.S. Small Cap - Growth18fund risk0.25%
U.S. Equities - Value     
Vanguard High Dividend Yield ETFVYMC+U.S. Large Cap - Value10fund risk0.1%
Vanguard Value ETFVTVC+U.S. Large Cap - Value12fund risk0.09%
iShares S&P 500 Value ETFIVEC+U.S. Large Cap - Value12fund risk0.18%
iShares Russell 1000 Value ETFIWDC+U.S. Large Cap - Value12fund risk0.2%
Vanguard Mid-Cap Value ETFVOEC+U.S. Mid Cap - Value14fund risk0.09%
iShares Russell Mid-Cap Value ETFIWSC+U.S. Mid Cap - Value14fund risk0.25%
Vanguard Small-Cap Value ETFVBRD++U.S. Small Cap - Value15fund risk0.09%
iShares Russell 2000 Value ETFIWNC++U.S. Small Cap - Value16fund risk0.25%
iShares S&P Small-Cap 600 Value ETFIJSD++U.S. Small Cap - Value17fund risk0.25%
iShares MSCI Canada ETFEWCC+U.S. Mid Cap - Value17fund risk0.51%
SPDR Barclays High Yield Bond ETFJNKB+U.S. Mid Cap - Value8fund risk0.4%
Specialty     
SPDR Dow Jones Global Real Estate ETFRWOC--U.S. Real Estate15fund risk0.5%
Vanguard REIT ETFVNQB--U.S. Real Estate16fund risk0.1%
iPath Bloomberg Commodity Index Total Return ETNDJPBCommodities16fund risk0.75%
SPDR Dow Jones REIT ETFRWRB--U.S. Real Estate16fund risk0.25%
PowerShares DB Commodity Index Tracking FundDBCACommodities17fund risk0.87%
VanEck Vectors Russia ETFRSXACommodities28fund risk0.62%
PowerShares DB Oil FundDBOBCommodities33fund risk0.77%
Global & Intl. Equity     
VanEck Vectors J.P. Morgan EM Local Currency Bond ETFEMLCF-Emerging Markets13fund risk0.47%
iShares MSCI EAFE Growth ETFEFGB--International Large Cap - Growth16fund risk0.4%
Vanguard FTSE All World ex-US Small-Cap ETFVSSB--International Small Cap16fund risk0.2%
iShares MSCI EAFE Small-Cap ETFSCZA--International Large Cap - Growth16fund risk0.4%
SPDR Dow Jones International Real Estate ETFRWXD--International Large Cap - Growth16fund risk0.59%
Vanguard FTSE Developed Markets ETFVEAB--International Large Cap17fund risk0.09%
SPDR S&P Emerging Markets SmallCap ETFEWXB-Emerging Markets17fund risk0.65%
Vanguard FTSE All-World ex-US ETFVEUA--International Large Cap17fund risk0.15%
iShares MSCI Japan ETFEWJC--Pacific17fund risk0.5%
iShares MSCI All Country Asia ex Japan ETFAAXJB-Emerging Markets17fund risk0%
iShares MSCI EAFE Value ETFEFVB--International Large Cap - Value19fund risk0.4%
Vanguard FTSE Emerging Markets ETFVWOB-Emerging Markets19fund risk0.15%
SPDR S&P China ETFGXCB-Emerging Markets19fund risk0.59%
iShares MSCI Germany ETFEWGA--Europe20fund risk0.51%
Vanguard FTSE Europe ETFVGKB--Europe20fund risk0.12%
WisdomTree India Earnings FundEPID-Emerging Markets20fund risk0.84%
iShares MSCI Australia ETFEWAA--Pacific ex-Japan20fund risk0.51%
iShares MSCI BRIC ETFBKFA-Emerging Markets20fund risk0.67%
iShares MSCI France ETFEWQA--Europe20fund risk0.51%
SPDR EURO STOXX 50 ETFFEZB--International Large Cap21fund risk0.29%
iShares China Large-Cap ETFFXIB-Emerging Markets21fund risk0.73%
iShares MSCI United Kingdom ETFEWUC--Europe21fund risk0.51%
SPDR S&P Emerging Europe ETFGURA--International Large Cap - Value23fund risk0.59%
iShares MSCI Spain Capped ETFEWPF--International Large Cap - Value26fund risk0.51%
iShares MSCI Italy Capped ETFEWIF--International Large Cap - Value29fund risk0.5%
iShares Latin America 40 ETFILFA-Emerging Markets31fund risk0.49%
iShares MSCI Brazil Capped ETFEWZA-Emerging Markets38fund risk0.61%
iShares Core Conservative Allocation ETFAOKB--International Large Cap - Growth5fund risk0.11%
iShares Core Moderate Allocation FundAOMA--International Large Cap - Growth6fund risk0.11%
PowerShares DB G10 Currency Harvest FundDBVA--Pacific ex-Japan7fund risk0.8%
iShares Core Growth Allocation ETFAORA--International Large Cap8fund risk0.11%
SPDR Citi International Government Inflation-Protected Bond ETFWIPD--International Small Cap9fund risk0.5%
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 / Intermediate2fund risk0.1%
Vanguard Short-Term Corporate Bond ETFVCSHBU.S. Treasury - Short / Intermediate2fund risk0%
Vanguard Long-Term Government Bond ETFVGLTC-U.S. Treasury - Long12fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC-U.S. Treasury - Long13fund risk0.15%
Vanguard Extended Duration Treasury ETFEDVC-U.S. Treasury - Long18fund risk0.12%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZB+U.S. Treasury - TIPS2fund risk0.2%
iShares MBS ETFMBBCBond - U.S. Mortgages2fund risk0.25%
iShares Intermediate Government/Credit Bond ETFGVICU.S. Treasury - Short / Intermediate2fund risk0.2%
Vanguard Mortgage-Backed Securities ETFVMBSCBond - U.S. Mortgages2fund risk0%
iShares Intermediate Credit Bond ETFCIUB-Bond - Multi Sector3fund risk0.2%
iShares 3-7 Year Treasury Bond ETFIEICU.S. Treasury - Short / Intermediate3fund risk0.15%
iShares Core U.S. Aggregate Bond ETFAGGC-Bond - Multi Sector3fund risk0.08%
iShares National Muni Bond ETFMUBC-Bond - U.S. Municipals3fund risk0.25%
Vanguard Total Bond Market ETFBNDC-Bond - Multi Sector3fund risk0.08%
SPDR Nuveen Barclays Municipal Bond ETFTFIC-Bond - U.S. Municipals3fund risk0.23%
Vanguard Intermediate-Term Government Bond ETFVGITCU.S. Treasury - Short / Intermediate4fund risk0%
Vanguard Intermediate-Term Corporate Bond ETFVCITB-Bond - Multi Sector4fund risk0%
Vanguard Intermediate-Term Bond ETFBIVB-U.S. Treasury - Intermediate4fund risk0.1%
VanEck Vectors Intermediate Municipal ETFITMC-Bond - U.S. Municipals4fund risk0.24%
iShares TIPS Bond ETFTIPC+U.S. Treasury - TIPS5fund risk0.2%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDA-Bond - Multi Sector5fund risk0.15%
PowerShares Emerging Markets Sovereign Debt PortfolioPCYC+Bond - Emerging Market8fund risk0.5%
SPDR Barclays International Treasury Bond ETFBWXD-Bond - 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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