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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     
Fidelity Low Volatility Factor ETFFDLOAU.S. Large Cap15fund risk0%
iShares MSCI ACWI ETFACWIFU.S. Large Cap15fund risk0%
iShares Core S&P Mid-Cap ETFIJHD--U.S. Mid Cap16fund risk0.14%
Fidelity Quality Factor ETFFQALCU.S. Large Cap16fund risk0%
Fidelity Value Factor ETFFVALDU.S. All Cap17fund risk0%
iShares Core S&P Total U.S. Stock Market ETFITOTCU.S. All Cap17fund risk0.07%
iShares S&P Mid-Cap 400 Growth ETFIJKD--U.S. Mid Cap17fund risk0.25%
iShares Core S&P 500 ETFIVVCU.S. Large Cap17fund risk0.07%
iShares Russell Top 200 ETFIWLC+U.S. Mega Cap17fund risk0.15%
iShares Micro-Cap ETFIWCC--U.S. Micro Cap17fund risk0.6%
iShares Core S&P Small-Cap ETFIJRC--U.S. Small Cap18fund risk0.14%
Fidelity MSCI Health Care Index ETFFHLCAU.S. Large Cap18fund risk0%
Fidelity MSCI Materials Index ETFFMATF--U.S. Mid Cap19fund risk0%
Fidelity MSCI Industrials Index ETFFIDUD--U.S. Mid Cap19fund risk0%
iShares S&P Small-Cap 600 Growth ETFIJTA--U.S. Small Cap19fund risk0.25%
iShares 0-5 Year High Yield Corporate Bond ETFSHYGCU.S. All Cap4fund risk0%
iShares iBoxx $ High Yield Corporate Bond ETFHYGCU.S. Large Cap5fund risk0.5%
U.S. Equities - Growth     
Fidelity Momentum Factor ETFFDMOD+U.S. All Cap - Growth19fund risk0%
iShares Core U.S. Growth ETFIUSGC+U.S. Large Cap - Growth19fund risk0.25%
Fidelity MSCI Consumer Discretionary Index ETFFDISC+U.S. All Cap - Growth19fund risk0%
iShares S&P 500 Growth ETFIVWB+U.S. Large Cap - Growth19fund risk0.18%
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQD+U.S. All Cap - Growth21fund risk0%
Fidelity MSCI Information Technology Index ETFFTECC+U.S. Large Cap - Growth23fund risk0%
U.S. Equities - Value     
iShares MSCI All Country World Mini VolACWVA-U.S. Large Cap - Value11fund risk0%
iShares Edge MSCI Min Vol USA ETFUSMVA-U.S. Large Cap - Value13fund risk0.15%
iShares Core High Dividend ETFHDVA+U.S. Mega Cap - Value14fund risk0.4%
Fidelity Core Dividend ETFFDVVB-U.S. Large Cap - Value14fund risk0%
Fidelity MSCI Consumer Staples Index ETFFSTAB-U.S. Large Cap - Value14fund risk0%
Fidelity Dividend ETF for Rising RatesFDRRB-U.S. Large Cap - Value15fund risk0%
iShares Core U.S. Value ETFIUSVC-U.S. Large Cap - Value15fund risk0.25%
iShares S&P 500 Value ETFIVEC-U.S. Large Cap - Value15fund risk0.18%
iShares Core Dividend Growth ETFDGROA-U.S. Large Cap - Value16fund risk0%
iShares S&P Mid-Cap 400 Value ETFIJJC--U.S. Mid Cap - Value16fund risk0.25%
iShares S&P Small-Cap 600 Value ETFIJSC--U.S. Small Cap - Value17fund risk0.25%
Fidelity MSCI Financials Index ETFFNCLF+U.S. Mega Cap - Value18fund risk0%
Fidelity MSCI Telecommunication Services Index ETFFCOMA--U.S. Mid Cap - Value19fund risk0%
Fidelity MSCI Energy Index ETFFENYF-U.S. All Cap - Value23fund risk0%
iShares US Preferred Stock ETFPFFF--U.S. Mid Cap - Value5fund risk0.47%
Fidelity MSCI Utilities Index ETFFUTYA-U.S. Real Estate15fund risk0%
Fidelity MSCI Real Estate Index ETFFRELB-U.S. Real Estate16fund risk0%
iShares MSCI Global Silver Miners ETFSLVPF+Gold26fund risk0%
iShares International Treasury Bond ETFIGOVD+Gold6fund risk0%
Global & Intl. Equity     
iShares Edge MSCI Min Vol EAFE ETFEFAVA--International Large Cap - Growth11fund risk0.2%
iShares International Developed Real Estate ETFIFGLA--International Large Cap - Growth12fund risk0%
iShares Core MSCI EAFE ETFIEFAB--International Large Cap14fund risk0.05%
iShares MSCI EAFE Value ETFEFVB--International Large Cap - Value14fund risk0.4%
iShares Edge MSCI Min Vol Emerging Markets ETFEEMVA--Emerging Markets14fund risk0.25%
iShares Core MSCI Pacific ETFIPACC--Japan15fund risk0%
iShares MSCI EAFE Growth ETFEFGB--International Large Cap - Growth15fund risk0.4%
iShares MSCI EAFE Small-Cap ETFSCZF--International Large Cap - Growth15fund risk0.4%
iShares Core MSCI Europe ETFIEURB--Europe15fund risk0%
iShares MSCI Frontier 100 ETFFMF--International Large Cap15fund risk0.79%
iShares Europe ETFIEVB--Europe15fund risk0.6%
iShares Core MSCI Total International Stock ETFIXUSC--International Large Cap - Growth15fund risk0.05%
iShares MSCI Japan ETFEWJB--Japan16fund risk0.5%
iShares Emerging Markets Dividend ETFDVYEA--Emerging Markets16fund risk0.49%
iShares MSCI Emerging Markets Small-Cap ETFEEMSD--Emerging Markets18fund risk0.67%
iShares India 50 ETFINDYA--Emerging Markets20fund risk0%
iShares MSCI All Country Asia ex Japan ETFAAXJA--Emerging Markets20fund risk0%
iShares Core MSCI Emerging Markets ETFIEMGA--Emerging Markets21fund risk0.05%
iShares MSCI China ETFMCHIB--Emerging Markets26fund risk0.61%
iShares Latin America 40 ETFILFA--Emerging Markets27fund risk0.49%
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
iShares Short Treasury Bond ETFSHVBBond - Multi Sector0fund risk0.12%
iShares 1-3 Year Treasury Bond ETFSHYC+U.S. Treasury - Short1fund risk0.15%
iShares Floating Rate Bond ETFFLOTC+Bond - U.S. Municipals1fund risk0.2%
iShares Short-Term National Muni Bond ETFSUBB+U.S. Treasury - Intermediate / Long1fund risk0.25%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDC+U.S. Treasury - Short1fund risk0%
iShares 0-5 Year TIPS Bond ETFSTIPCU.S. Treasury - TIPS1fund risk0.2%
iShares Core 1-5 Year USD Bond ETFISTBC+U.S. Treasury - Short / Intermediate1fund risk0.12%
Fidelity Limited Term Bond ETFFLTBC+U.S. Treasury - Short2fund risk0%
iShares Agency Bond ETFAGZC+U.S. Treasury - Short / Intermediate2fund risk0.2%
iShares Intermediate Government/Credit Bond ETFGVIC+U.S. Treasury - Short / Intermediate2fund risk0.2%
iShares New York Muni Bond ETFNYFC+U.S. Treasury - Intermediate2fund risk0.25%
iShares Core International Aggregate Bond ETFIAGGB+Bond - U.S. Mortgages2fund risk0%
iShares California Muni Bond ETFCMFC+Bond - U.S. Municipals2fund risk0.25%
iShares 3-7 Year Treasury Bond ETFIEIC+U.S. Treasury - Short / Intermediate2fund risk0.15%
iShares National Muni Bond ETFMUBC+U.S. Treasury - Intermediate / Long2fund risk0.25%
iShares MBS ETFMBBC+Bond - U.S. Mortgages2fund risk0.25%
iShares Core Total USD Bond Market ETFIUSBCBond - Multi Sector3fund risk0%
iShares Core U.S. Aggregate Bond ETFAGGC+Bond - U.S. Mortgages3fund risk0.08%
Fidelity Total Bond ETFFBNDD+Bond - U.S. Mortgages3fund risk0%
iShares Core U.S. Treasury Bond ETFGOVTC+U.S. Treasury - Intermediate / Long3fund risk0.15%
iShares TIPS Bond ETFTIPCU.S. Treasury - TIPS3fund risk0.2%
iShares GNMA Bond ETFGNMAC+Bond - U.S. Mortgages3fund risk0%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDC-Bond - U.S. Corporate4fund risk0.15%
iShares 7-10 Year Treasury Bond ETFIEFC+U.S. Treasury - Intermediate4fund risk0.15%
iShares JP Morgan USD Emerging Markets Bond ETFEMBC-Bond - Emerging Market6fund risk0.6%
iShares Core Long-Term US Bond ETFILTBC-Bond - U.S. Corporate7fund risk0.12%
Fidelity Corporate Bond ETFFCORC-Bond - U.S. Corporate8fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC+U.S. Treasury - Long9fund risk0.15%
iShares MSCI Global Gold Miners ETFRING Other0fund risk0.39%
Fidel Covington Tr Shs International Value Factor FundFIVA Other0fund risk0%
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