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PLAN FUNDS investment options ratings help
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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     
Permanent Portfolio Permanent Portfolio Class IPRPFXA--U.S. Mid Cap17fund risk0.72%
iShares Edge MSCI Min Vol USA ETFUSMVFU.S. Large Cap30fund risk0.15%
iShares MSCI ACWI ETFACWIDU.S. All Cap31fund risk0%
U.S. Equities - Value     
Guggenheim S&P 500 Equal Weight ETFRSPA--U.S. All Cap - Value37fund risk0.4%
PowerShares International Dividend Achievers PortfolioPIDF--U.S. Mid Cap - Value38fund risk0.54%
Specialty     
SPDR Gold SharesGLDA++Gold18fund risk0.4%
PowerShares DB Commodity Index Tracking FundDBCA--Commodities21fund risk0.87%
Global & Intl. Equity     
iShares Edge MSCI Min Vol Emerging Markets ETFEEMVF-Emerging Markets25fund risk0.25%
Tweedy, Browne Global Value FundTBGVXF--Europe25fund risk1.37%
Global X Southeast Asia ETFASEAF-Pacific32fund risk0.65%
WisdomTree Japan Hedged Equity FundDXJF-Japan32fund risk0.48%
WisdomTree Europe Hedged Equity FundHEDJD--International Large Cap34fund risk0.58%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
SPDR Barclays Short Term High Yield Bond ETFSJNKCBond - U.S. High Yield14fund risk0.4%
TCW Emerging Markets Income Fund Class InstitutionalTGEIXD+Bond - Emerging Market16fund risk0.83%
DoubleLine Total Return Bond Fund Class IDBLTXC++Bond - Multi Sector4fund risk0.48%
PIMCO Total Return Fund Institutional ClassPTTRXB++Bond - Multi Sector5fund risk0.46%
Pimco Total Return ETFBONDB++Bond - U.S. Corporate8fund risk0.56%
iShares TIPS Bond ETFTIPC++U.S. Treasury - TIPS9fund risk0.2%
Other     
MFS Floating Rate High Income IFRHHX Other0fund risk0%
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