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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 Russell 1000 ETFIWBCU.S. Large Cap10fund risk0.15%
Vanguard Total Stock Market ETFVTICU.S. All Cap10fund risk0.05%
iShares Russell 3000 ETFIWVCU.S. All Cap10fund risk0.2%
iShares Global 100 ETFIOOD+U.S. Mega Cap12fund risk0.4%
Vanguard Mid-Cap ETFVOC-U.S. Mid Cap12fund risk0.09%
Vanguard Total World Stock ETFVTDU.S. Large Cap12fund risk0.18%
Vanguard Mid-Cap Value ETFVOEB-U.S. Mid Cap12fund risk0.09%
iShares Core S&P Mid-Cap ETFIJHC-U.S. Mid Cap13fund risk0.14%
Vanguard Extended Market ETFVXFC-U.S. Small Cap14fund risk0.1%
Vanguard Small-Cap ETFVBC-U.S. Small Cap14fund risk0.09%
iShares Core S&P Small-Cap ETFIJRC-U.S. Small Cap16fund risk0.14%
Vanguard Dividend Appreciation ETFVIGCU.S. Large Cap9fund risk0.1%
Vanguard High Dividend Yield ETFVYMCU.S. Large Cap9fund risk0.1%
iShares S&P 100 ETFOEFC+U.S. Mega Cap9fund risk0.2%
iShares Core Aggressive Allocation ETFAOADU.S. Large Cap10fund risk0.11%
iShares Core S&P 500 ETFIVVCU.S. Large Cap10fund risk0.07%
U.S. Equities - Growth     
Vanguard Mega Cap Growth ETFMGKC+U.S. Large Cap - Growth10fund risk0.11%
Vanguard Growth ETFVUGC+U.S. Large Cap - Growth10fund risk0.09%
iShares Russell Mid-Cap Growth ETFIWPC-U.S. Mid Cap - Growth12fund risk0.25%
Vanguard Mid-Cap Growth ETFVOTC-U.S. Mid Cap - Growth12fund risk0.09%
Vanguard Small-Cap Growth ETFVBKC-U.S. Small Cap - Growth14fund risk0.09%
iShares Russell 2000 Growth ETFIWOC-U.S. Small Cap - Growth16fund risk0.25%
iShares Russell 1000 Growth ETFIWFC+U.S. Large Cap - Growth10fund risk0.2%
U.S. Equities - Value     
Vanguard Value ETFVTVCU.S. Large Cap - Value10fund risk0.09%
iShares S&P 500 Value ETFIVECU.S. Large Cap - Value11fund risk0.18%
iShares Russell 1000 Value ETFIWDCU.S. Large Cap - Value11fund risk0.2%
iShares Russell Mid-Cap Value ETFIWSC-U.S. Mid Cap - Value12fund risk0.25%
Vanguard Small-Cap Value ETFVBRCU.S. Small Cap - Value14fund risk0.09%
iShares Russell 2000 Value ETFIWNCU.S. Small Cap - Value16fund risk0.25%
iShares S&P Small-Cap 600 Value ETFIJSDU.S. Small Cap - Value16fund risk0.25%
SPDR Barclays High Yield Bond ETFJNKB-U.S. Mid Cap - Value7fund risk0.4%
Specialty     
SPDR Dow Jones Global Real Estate ETFRWOC--U.S. Real Estate13fund risk0.5%
Vanguard REIT ETFVNQB--U.S. Real Estate15fund risk0.1%
iPath Bloomberg Commodity Index Total Return ETNDJPC--Commodities15fund risk0.75%
SPDR Dow Jones REIT ETFRWRC--U.S. Real Estate15fund risk0.25%
PowerShares DB Commodity Index Tracking FundDBCB--Commodities16fund risk0.87%
PowerShares DB Oil FundDBOC--Commodities29fund risk0.77%
Global & Intl. Equity     
iShares MSCI ACWI ETFACWIA--International Large Cap12fund risk0%
VanEck Vectors J.P. Morgan EM Local Currency Bond ETFEMLCFEmerging Markets12fund risk0.47%
iShares MSCI EAFE Growth ETFEFGC--International Large Cap - Growth14fund risk0.4%
Vanguard FTSE All World ex-US Small-Cap ETFVSSB-International Small Cap14fund risk0.2%
iShares MSCI Canada ETFEWCC-Pacific ex-Japan15fund risk0.51%
iShares MSCI EAFE Small-Cap ETFSCZB--International Large Cap15fund risk0.4%
iShares MSCI Japan ETFEWJDPacific15fund risk0.5%
SPDR Dow Jones International Real Estate ETFRWXF--International Large Cap - Growth15fund risk0.59%
Vanguard FTSE Developed Markets ETFVEAB--International Large Cap15fund risk0.09%
Vanguard FTSE All-World ex-US ETFVEUB--International Large Cap15fund risk0.15%
iShares MSCI All Country Asia ex Japan ETFAAXJBEmerging Markets16fund risk0%
SPDR S&P Emerging Markets SmallCap ETFEWXAEmerging Markets16fund risk0.65%
SPDR S&P China ETFGXCBEmerging Markets17fund risk0.59%
iShares MSCI EAFE Value ETFEFVB--International Large Cap - Value17fund risk0.4%
Vanguard FTSE Emerging Markets ETFVWOCEmerging Markets18fund risk0.15%
iShares MSCI Australia ETFEWAB-Pacific ex-Japan18fund risk0.51%
iShares MSCI BRIC ETFBKFBEmerging Markets18fund risk0.67%
iShares MSCI Germany ETFEWGA--Europe18fund risk0.51%
WisdomTree India Earnings FundEPIAEmerging Markets18fund risk0.84%
Vanguard FTSE Europe ETFVGKB--Europe18fund risk0.12%
iShares MSCI France ETFEWQA--Europe19fund risk0.51%
iShares China Large-Cap ETFFXIDEmerging Markets19fund risk0.73%
SPDR EURO STOXX 50 ETFFEZA--Europe20fund risk0.29%
iShares MSCI United Kingdom ETFEWUD--Europe20fund risk0.51%
SPDR S&P Emerging Europe ETFGURC--International Large Cap - Value21fund risk0.59%
VanEck Vectors Russia ETFRSXCEmerging Markets24fund risk0.62%
iShares MSCI Spain Capped ETFEWPA--International Large Cap - Value25fund risk0.51%
iShares MSCI Italy Capped ETFEWID--International Large Cap - Value27fund risk0.5%
iShares Latin America 40 ETFILFCEmerging Markets28fund risk0.49%
iShares MSCI Brazil Capped ETFEWZAEmerging Markets33fund risk0.61%
iShares Core Conservative Allocation ETFAOKB--International Large Cap - Growth4fund risk0.11%
iShares Core Moderate Allocation FundAOMB--International Large Cap - Growth5fund risk0.11%
PowerShares DB G10 Currency Harvest FundDBVB-Pacific ex-Japan7fund risk0.8%
iShares Core Growth Allocation ETFAORB--International Large Cap7fund 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 ETFSHMCBond - 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%
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 - Long12fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC-U.S. Treasury - Long12fund risk0.15%
Vanguard Extended Duration Treasury ETFEDVC-U.S. Treasury - Long17fund risk0.12%
iShares Intermediate Government/Credit Bond ETFGVICU.S. Treasury - Short / Intermediate2fund risk0.2%
Vanguard Mortgage-Backed Securities ETFVMBSCBond - U.S. Mortgages3fund risk0%
iShares MBS ETFMBBCBond - U.S. Mortgages3fund risk0.25%
iShares Intermediate Credit Bond ETFCIUBBond - Multi Sector3fund risk0.2%
iShares 3-7 Year Treasury Bond ETFIEICU.S. Treasury - Short / Intermediate3fund risk0.15%
iShares Core U.S. Aggregate Bond ETFAGGCU.S. Treasury - Intermediate3fund risk0.08%
iShares National Muni Bond ETFMUBCBond - U.S. Municipals3fund risk0.25%
SPDR Nuveen Barclays Municipal Bond ETFTFICBond - U.S. Municipals3fund risk0.23%
Vanguard Total Bond Market ETFBNDCU.S. Treasury - Intermediate3fund risk0.08%
Vanguard Intermediate-Term Government Bond ETFVGITCU.S. Treasury - Short / Intermediate4fund risk0%
Vanguard Intermediate-Term Corporate Bond ETFVCITBU.S. Treasury - Intermediate4fund risk0%
Vanguard Intermediate-Term Bond ETFBIVCU.S. Treasury - Intermediate4fund risk0.1%
VanEck Vectors Intermediate Municipal ETFITMCBond - U.S. Municipals4fund risk0.24%
iShares TIPS Bond ETFTIPCU.S. Treasury - TIPS4fund risk0.2%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDBBond - Multi Sector5fund risk0.15%
PowerShares Emerging Markets Sovereign Debt PortfolioPCYD+Bond - Emerging Market8fund risk0.5%
SPDR Barclays International Treasury Bond ETFBWXDBond - 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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