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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 Cap13fund risk0.72%
iShares Edge MSCI Min Vol USA ETFUSMVFU.S. Large Cap18fund risk0.15%
iShares MSCI ACWI ETFACWICU.S. All Cap19fund risk0%
U.S. Equities - Value     
Guggenheim S&P 500 Equal Weight ETFRSPB++U.S. All Cap - Value25fund risk0.4%
SPDR Gold SharesGLDC--Gold17fund risk0.4%
PowerShares DB Commodity Index Tracking FundDBCA++Commodities19fund risk0.87%
Global & Intl. Equity     
iShares Edge MSCI Min Vol Emerging Markets ETFEEMVC++Emerging Markets15fund risk0.25%
Tweedy, Browne Global Value FundTBGVXAEurope16fund risk1.37%
WisdomTree Japan Hedged Equity FundDXJA+Japan20fund risk0.48%
WisdomTree Europe Hedged Equity FundHEDJBInternational Large Cap20fund risk0.58%
Global X Southeast Asia ETFASEACPacific ex-Japan23fund risk0.65%
PowerShares International Dividend Achievers PortfolioPIDA+International Large Cap - Value25fund risk0.54%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
DoubleLine Total Return Bond Fund Class IDBLTXB-Bond - Multi Sector2fund risk0.48%
PIMCO Total Return Fund Institutional ClassPTTRXB-Bond - Multi Sector3fund risk0.46%
Pimco Total Return ETFBONDB-Bond - Multi Sector3fund risk0.56%
iShares TIPS Bond ETFTIPC+U.S. Treasury - TIPS5fund risk0.2%
TCW Emerging Markets Income Fund Class InstitutionalTGEIXBBond - Emerging Market8fund risk0.83%
SPDR Barclays Short Term High Yield Bond ETFSJNKB++Bond - U.S. High Yield9fund risk0.4%
MFS Floating Rate High Income IFRHHX Other0fund risk0%
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