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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 Core S&P Mid-Cap ETFIJHD-U.S. Mid Cap11fund risk0.14%
Vanguard Extended Market ETFVXFB--U.S. Small Cap11fund risk0.1%
Vanguard Small-Cap ETFVBC--U.S. Small Cap11fund risk0.09%
iShares Core S&P Small-Cap ETFIJRC--U.S. Small Cap14fund risk0.14%
iShares Core Aggressive Allocation ETFAOABU.S. Large Cap6fund risk0.11%
Vanguard Dividend Appreciation ETFVIGCU.S. Large Cap7fund risk0.1%
iShares S&P 100 ETFOEFC+U.S. Mega Cap7fund risk0.2%
iShares Core S&P 500 ETFIVVCU.S. Large Cap7fund risk0.07%
iShares Russell 1000 ETFIWBCU.S. Large Cap7fund risk0.15%
iShares MSCI ACWI ETFACWIBU.S. Large Cap8fund risk0%
iShares Global 100 ETFIOOB+U.S. Mega Cap8fund risk0.4%
iShares Russell 3000 ETFIWVCU.S. All Cap8fund risk0.2%
Vanguard Total Stock Market ETFVTICU.S. All Cap8fund risk0.05%
Vanguard Total World Stock ETFVTBU.S. Large Cap8fund risk0.18%
Vanguard Mid-Cap ETFVOC-U.S. Mid Cap9fund risk0.09%
U.S. Equities - Growth     
Vanguard Small-Cap Growth ETFVBKC-U.S. Small Cap - Growth11fund risk0.09%
iShares Russell 2000 Growth ETFIWOC-U.S. Small Cap - Growth13fund risk0.25%
iShares Russell 1000 Growth ETFIWFC++U.S. Large Cap - Growth8fund risk0.2%
Vanguard Mega Cap Growth ETFMGKC++U.S. Mega Cap - Growth8fund risk0.11%
Vanguard Growth ETFVUGC++U.S. Large Cap - Growth8fund risk0.09%
Vanguard Mid-Cap Growth ETFVOTDU.S. Mid Cap - Growth9fund risk0.09%
iShares Russell Mid-Cap Growth ETFIWPCU.S. Mid Cap - Growth9fund risk0.25%
U.S. Equities - Value     
iShares MSCI Canada ETFEWCA--U.S. Mid Cap - Value11fund risk0.51%
Vanguard Small-Cap Value ETFVBRC--U.S. Small Cap - Value12fund risk0.09%
iShares Russell 2000 Value ETFIWNC--U.S. Small Cap - Value14fund risk0.25%
iShares S&P Small-Cap 600 Value ETFIJSB--U.S. Small Cap - Value14fund risk0.25%
SPDR Barclays High Yield Bond ETFJNKB--U.S. Mid Cap - Value5fund risk0.4%
Vanguard High Dividend Yield ETFVYMB-U.S. Large Cap - Value7fund risk0.1%
Vanguard Value ETFVTVB-U.S. Large Cap - Value8fund risk0.09%
iShares Russell 1000 Value ETFIWDC-U.S. Large Cap - Value8fund risk0.2%
iShares S&P 500 Value ETFIVEC-U.S. Large Cap - Value8fund risk0.18%
Vanguard Mid-Cap Value ETFVOEB--U.S. Mid Cap - Value9fund risk0.09%
iShares Russell Mid-Cap Value ETFIWSC--U.S. Mid Cap - Value9fund risk0.25%
Specialty     
SPDR Dow Jones Global Real Estate ETFRWOB--U.S. Real Estate10fund risk0.5%
iPath Bloomberg Commodity Index Total Return ETNDJPD-Commodities12fund risk0.75%
SPDR Dow Jones REIT ETFRWRC--U.S. Real Estate13fund risk0.25%
Vanguard REIT ETFVNQB--U.S. Real Estate13fund risk0.1%
PowerShares DB Commodity Index Tracking FundDBCC-Commodities13fund risk0.87%
PowerShares DB Oil FundDBOD-Commodities25fund risk0.77%
Global & Intl. Equity     
VanEck Vectors J.P. Morgan EM Local Currency Bond ETFEMLCC++Emerging Markets10fund risk0.47%
Vanguard FTSE Europe ETFVGKB++Europe10fund risk0.12%
iShares MSCI Germany ETFEWGB++Europe12fund risk0.51%
SPDR S&P Emerging Markets SmallCap ETFEWXC++Emerging Markets12fund risk0.65%
iShares MSCI All Country Asia ex Japan ETFAAXJA++Emerging Markets12fund risk0%
SPDR EURO STOXX 50 ETFFEZB++Europe12fund risk0.29%
iShares MSCI France ETFEWQB++Europe13fund risk0.51%
iShares MSCI Australia ETFEWADPacific ex-Japan13fund risk0.51%
Vanguard FTSE Emerging Markets ETFVWOC++Emerging Markets13fund risk0.15%
SPDR S&P China ETFGXCA++Emerging Markets14fund risk0.59%
iShares China Large-Cap ETFFXIB++Emerging Markets15fund risk0.73%
iShares MSCI BRIC ETFBKFA++Emerging Markets15fund risk0.67%
WisdomTree India Earnings FundEPID++Emerging Markets15fund risk0.84%
iShares MSCI Spain Capped ETFEWPD++Europe15fund risk0.51%
iShares MSCI Italy Capped ETFEWIA+International Large Cap - Value17fund risk0.5%
VanEck Vectors Russia ETFRSXD++Emerging Markets20fund risk0.62%
iShares Latin America 40 ETFILFF++Emerging Markets25fund risk0.49%
iShares Core Conservative Allocation ETFAOKB++International Large Cap - Growth4fund risk0.11%
iShares Core Moderate Allocation FundAOMB++International Large Cap - Growth4fund risk0.11%
iShares MSCI Brazil Capped ETFEWZF++Emerging Markets32fund risk0.61%
iShares Core Growth Allocation ETFAORB++International Large Cap5fund risk0.11%
PowerShares DB G10 Currency Harvest FundDBVFPacific ex-Japan7fund risk0.8%
iShares MSCI EAFE Small-Cap ETFSCZB++International Small Cap8fund risk0.4%
iShares MSCI EAFE Growth ETFEFGC++International Large Cap - Growth8fund risk0.4%
Vanguard FTSE Developed Markets ETFVEAB++International Large Cap8fund risk0.09%
iShares MSCI Japan ETFEWJC+Japan8fund risk0.5%
Vanguard FTSE All World ex-US Small-Cap ETFVSSD++International Small Cap9fund risk0.2%
Vanguard FTSE All-World ex-US ETFVEUB++International Large Cap9fund risk0.15%
iShares MSCI EAFE Value ETFEFVB+International Large Cap - Value9fund risk0.4%
iShares MSCI United Kingdom ETFEWUD++Europe9fund risk0.51%
SPDR Dow Jones International Real Estate ETFRWXF++International Large Cap - Growth10fund risk0.59%
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%
Vanguard Short-Term Bond ETFBSVC+U.S. Treasury - Short / Intermediate1fund risk0.1%
SPDR Nuveen Barclays Short Term Municipal Bond ETFSHMC+Bond - U.S. Municipals1fund risk0.2%
Vanguard Short-Term Corporate Bond ETFVCSHB+U.S. Treasury - Short / Intermediate2fund risk0%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZC+U.S. Treasury - TIPS2fund risk0.2%
Vanguard Long-Term Government Bond ETFVGLTC++U.S. Treasury - Long10fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC++U.S. Treasury - Long11fund risk0.15%
Vanguard Extended Duration Treasury ETFEDVC++U.S. Treasury - Long15fund risk0.12%
iShares Intermediate Government/Credit Bond ETFGVIC+U.S. Treasury - Short / Intermediate2fund risk0.2%
iShares Intermediate Credit Bond ETFCIUB+U.S. Treasury - Short / Intermediate3fund risk0.2%
Vanguard Mortgage-Backed Securities ETFVMBSC+Bond - U.S. Mortgages3fund risk0%
iShares 3-7 Year Treasury Bond ETFIEIC+U.S. Treasury - Short / Intermediate3fund risk0.15%
iShares National Muni Bond ETFMUBC+Bond - U.S. Municipals3fund risk0.25%
iShares MBS ETFMBBC+Bond - U.S. Mortgages3fund risk0.25%
SPDR Nuveen Barclays Municipal Bond ETFTFIC+Bond - U.S. Municipals3fund risk0.23%
iShares Core U.S. Aggregate Bond ETFAGGB+U.S. Treasury - Intermediate3fund risk0.08%
Vanguard Total Bond Market ETFBNDB+U.S. Treasury - Intermediate3fund risk0.08%
Vanguard Intermediate-Term Government Bond ETFVGITC+U.S. Treasury - Short / Intermediate3fund risk0%
Vanguard Intermediate-Term Corporate Bond ETFVCITB+U.S. Treasury - Intermediate4fund risk0%
iShares TIPS Bond ETFTIPC+U.S. Treasury - TIPS4fund risk0.2%
Vanguard Intermediate-Term Bond ETFBIVB+U.S. Treasury - Intermediate4fund risk0.1%
VanEck Vectors Intermediate Municipal ETFITMC+Bond - U.S. Municipals4fund risk0.24%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDB++U.S. Treasury - Intermediate / Long5fund risk0.15%
PowerShares Emerging Markets Sovereign Debt PortfolioPCYC++Bond - Emerging Market7fund risk0.5%
SPDR Barclays International Treasury Bond ETFBWXB+U.S. Treasury - Short / Intermediate8fund risk0.5%
Vanguard Long-Term Corporate Bond ETFVCLTA++U.S. Treasury - Long8fund risk0%
SPDR Citi International Government Inflation-Protected Bond ETFWIPA+U.S. Treasury - Intermediate8fund risk0.5%
Vanguard Long-Term Bond ETFBLVB++U.S. Treasury - Long8fund risk0.1%
Other     
SPDR S&P Emerging Europe ETFGUR Other0fund risk0.59%
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