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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 ETFFDLOBU.S. Large Cap11fund risk0%
iShares MSCI ACWI ETFACWIFU.S. Large Cap12fund risk0%
iShares Core S&P Mid-Cap ETFIJHC-U.S. Mid Cap12fund risk0.14%
iShares Core S&P Total U.S. Stock Market ETFITOTCU.S. All Cap12fund risk0.07%
Fidelity Quality Factor ETFFQALCU.S. Large Cap12fund risk0%
iShares Core S&P 500 ETFIVVCU.S. Large Cap13fund risk0.07%
iShares S&P Mid-Cap 400 Growth ETFIJKC-U.S. Mid Cap13fund risk0.25%
iShares Russell Top 200 ETFIWLCU.S. Mega Cap13fund risk0.15%
Fidelity MSCI Consumer Discretionary Index ETFFDISAU.S. All Cap13fund risk0%
iShares Micro-Cap ETFIWCCU.S. Micro Cap13fund risk0.6%
iShares Core S&P Small-Cap ETFIJRAU.S. Small Cap13fund risk0.14%
Fidelity MSCI Health Care Index ETFFHLCAU.S. Mega Cap14fund risk0%
iShares S&P Small-Cap 600 Growth ETFIJTAU.S. Small Cap14fund risk0.25%
Fidelity MSCI Industrials Index ETFFIDUC-U.S. Mid Cap14fund risk0%
iShares 0-5 Year High Yield Corporate Bond ETFSHYGBU.S. Large Cap3fund risk0%
iShares iBoxx $ High Yield Corporate Bond ETFHYGCU.S. All Cap4fund risk0.5%
iShares MSCI All Country World Mini VolACWVCU.S. Large Cap8fund risk0%
iShares Edge MSCI Min Vol USA ETFUSMVBU.S. Large Cap10fund risk0.15%
U.S. Equities - Growth     
iShares Core U.S. Growth ETFIUSGC++U.S. Large Cap - Growth14fund risk0.25%
iShares S&P 500 Growth ETFIVWC++U.S. Large Cap - Growth14fund risk0.18%
Fidelity Momentum Factor ETFFDMOD++U.S. All Cap - Growth14fund risk0%
Fidelity NASDAQ Composite Index Tracking Stock ETFONEQD++U.S. All Cap - Growth15fund risk0%
Fidelity MSCI Information Technology Index ETFFTECD++U.S. Mega Cap - Growth17fund risk0%
U.S. Equities - Value     
iShares Core High Dividend ETFHDVB--U.S. Large Cap - Value11fund risk0.4%
Fidelity Core Dividend ETFFDVVA--U.S. All Cap - Value11fund risk0%
Fidelity Dividend ETF for Rising RatesFDRRA--U.S. Large Cap - Value11fund risk0%
iShares Core U.S. Value ETFIUSVC--U.S. Large Cap - Value12fund risk0.25%
iShares S&P 500 Value ETFIVEC--U.S. Large Cap - Value12fund risk0.18%
iShares Core Dividend Growth ETFDGROA--U.S. Large Cap - Value12fund risk0%
iShares S&P Mid-Cap 400 Value ETFIJJB--U.S. Mid Cap - Value12fund risk0.25%
Fidelity MSCI Consumer Staples Index ETFFSTAD--U.S. Large Cap - Value12fund risk0%
Fidelity Value Factor ETFFVALA--U.S. All Cap - Value13fund risk0%
iShares S&P Small-Cap 600 Value ETFIJSB-U.S. Small Cap - Value13fund risk0.25%
Fidelity MSCI Materials Index ETFFMATF--U.S. All Cap - Value15fund risk0%
Fidelity MSCI Financials Index ETFFNCLF--U.S. Mega Cap - Value16fund risk0%
Fidelity MSCI Telecommunication Services Index ETFFCOMB--U.S. All Cap - Value16fund risk0%
Fidelity MSCI Energy Index ETFFENYA--U.S. All Cap - Value19fund risk0%
Specialty     
Fidelity MSCI Real Estate Index ETFFRELA--U.S. Real Estate12fund risk0%
Fidelity MSCI Utilities Index ETFFUTYB--U.S. Real Estate13fund risk0%
iShares US Preferred Stock ETFPFFC--U.S. Real Estate4fund risk0.47%
iShares International Treasury Bond ETFIGOVD--Gold6fund risk0%
Global & Intl. Equity     
iShares Floating Rate Bond ETFFLOTB--Japan1fund risk0.2%
iShares International Developed Real Estate ETFIFGLD--International Large Cap - Growth10fund risk0%
iShares MSCI EAFE Small-Cap ETFSCZD--International Large Cap - Growth12fund risk0.4%
iShares Core MSCI EAFE ETFIEFAB--International Large Cap12fund risk0.05%
iShares MSCI EAFE Growth ETFEFGB--International Large Cap - Growth12fund risk0.4%
iShares MSCI EAFE Value ETFEFVB--International Large Cap - Value12fund risk0.4%
iShares Core MSCI Europe ETFIEURB--Europe12fund risk0%
iShares Core MSCI Pacific ETFIPACD--Japan12fund risk0%
iShares Core MSCI Total International Stock ETFIXUSD--International Large Cap - Growth12fund risk0.05%
iShares Europe ETFIEVB--Europe13fund risk0.6%
iShares Edge MSCI Min Vol Emerging Markets ETFEEMVA--Emerging Markets13fund risk0.25%
iShares MSCI Japan ETFEWJC--Japan13fund risk0.5%
iShares MSCI Frontier 100 ETFFMF--International Large Cap14fund risk0.79%
iShares Emerging Markets Dividend ETFDVYEA--Emerging Markets14fund risk0.49%
iShares MSCI Emerging Markets Small-Cap ETFEEMSC--Emerging Markets15fund risk0.67%
iShares India 50 ETFINDYA--Emerging Markets16fund risk0%
iShares MSCI All Country Asia ex Japan ETFAAXJA--Emerging Markets17fund risk0%
iShares Core MSCI Emerging Markets ETFIEMGA--Emerging Markets18fund risk0.05%
iShares MSCI China ETFMCHIA--Emerging Markets23fund risk0.61%
iShares MSCI Global Silver Miners ETFSLVPF--Emerging Markets23fund risk0%
iShares Latin America 40 ETFILFA--Emerging Markets24fund risk0.49%
iShares Edge MSCI Min Vol EAFE ETFEFAVB--International Large Cap - Growth9fund risk0.2%
Bonds     
US Cash / Money MarketUSCASHC+U.S. Cash / Money Market0fund risk0%
iShares Short Treasury Bond ETFSHVB-Bond - Multi Sector0fund risk0.12%
iShares 1-3 Year Treasury Bond ETFSHYCU.S. Treasury - Short1fund risk0.15%
iShares Short-Term National Muni Bond ETFSUBCBond - U.S. Corporate1fund risk0.25%
iShares 0-5 Year TIPS Bond ETFSTIPCU.S. Treasury - TIPS1fund risk0.2%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQDCU.S. Treasury - Short1fund risk0%
iShares Core 1-5 Year USD Bond ETFISTBCU.S. Treasury - Short / Intermediate1fund risk0.12%
Fidelity Limited Term Bond ETFFLTBCU.S. Treasury - Short2fund risk0%
iShares Agency Bond ETFAGZCU.S. Treasury - Intermediate2fund risk0.2%
iShares Intermediate Government/Credit Bond ETFGVICU.S. Treasury - Short / Intermediate2fund risk0.2%
iShares 3-7 Year Treasury Bond ETFIEICU.S. Treasury - Short / Intermediate2fund risk0.15%
iShares National Muni Bond ETFMUBCBond - U.S. Municipals2fund risk0.25%
iShares MBS ETFMBBCBond - U.S. Mortgages2fund risk0.25%
iShares New York Muni Bond ETFNYFCBond - U.S. Municipals2fund risk0.25%
iShares Core U.S. Aggregate Bond ETFAGGC-U.S. Treasury - Intermediate / Long3fund risk0.08%
iShares California Muni Bond ETFCMFCBond - U.S. Municipals3fund risk0.25%
iShares Core Total USD Bond Market ETFIUSBC-Bond - Multi Sector3fund risk0%
iShares Core U.S. Treasury Bond ETFGOVTC-U.S. Treasury - Intermediate / Long3fund risk0.15%
iShares TIPS Bond ETFTIPCU.S. Treasury - TIPS3fund risk0.2%
Fidelity Total Bond ETFFBNDC-U.S. Treasury - Intermediate / Long3fund risk0%
iShares GNMA Bond ETFGNMACBond - U.S. Mortgages3fund risk0%
iShares 7-10 Year Treasury Bond ETFIEFCU.S. Treasury - Intermediate4fund risk0.15%
iShares iBoxx $ Investment Grade Corporate Bond ETFLQDCBond - U.S. Corporate4fund risk0.15%
iShares Core International Aggregate Bond ETFIAGGCBond - U.S. Mortgages4fund risk0%
iShares JP Morgan USD Emerging Markets Bond ETFEMBC-Bond - Emerging Market5fund risk0.6%
iShares Core Long-Term US Bond ETFILTBCBond - U.S. Corporate7fund risk0.12%
Fidelity Corporate Bond ETFFCORB-Bond - Multi Sector8fund risk0%
iShares 20+ Year Treasury Bond ETFTLTC-U.S. Treasury - Long9fund risk0.15%
Other     
iShares MSCI Global Gold Miners ETFRING Other0fund risk0.39%
Fidel Covington Tr Shs International Value Factor FundFIVA Other0fund risk0%
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