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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Fidelity Low Volatility Factor ETF	FDLO	A	U.S. Large Cap	15	0%
iShares MSCI ACWI ETF	ACWI	F	U.S. Large Cap	15	0%
iShares Core S&P Mid-Cap ETF	IJH	D--	U.S. Mid Cap	16	0.14%
Fidelity Quality Factor ETF	FQAL	C	U.S. Large Cap	16	0%
Fidelity Value Factor ETF	FVAL	D	U.S. All Cap	17	0%
iShares Core S&P Total U.S. Stock Market ETF	ITOT	C	U.S. All Cap	17	0.07%
iShares S&P Mid-Cap 400 Growth ETF	IJK	D--	U.S. Mid Cap	17	0.25%
iShares Core S&P 500 ETF	IVV	C	U.S. Large Cap	17	0.07%
iShares Russell Top 200 ETF	IWL	C+	U.S. Mega Cap	17	0.15%
iShares Micro-Cap ETF	IWC	C--	U.S. Micro Cap	17	0.6%
iShares Core S&P Small-Cap ETF	IJR	C--	U.S. Small Cap	18	0.14%
Fidelity MSCI Health Care Index ETF	FHLC	A	U.S. Large Cap	18	0%
Fidelity MSCI Materials Index ETF	FMAT	F--	U.S. Mid Cap	19	0%
Fidelity MSCI Industrials Index ETF	FIDU	D--	U.S. Mid Cap	19	0%
iShares S&P Small-Cap 600 Growth ETF	IJT	A--	U.S. Small Cap	19	0.25%
iShares 0-5 Year High Yield Corporate Bond ETF	SHYG	C	U.S. All Cap	4	0%
iShares iBoxx $ High Yield Corporate Bond ETF	HYG	C	U.S. Large Cap	5	0.5%
U.S. Equities - Growth
Fidelity Momentum Factor ETF	FDMO	D+	U.S. All Cap - Growth	19	0%
iShares Core U.S. Growth ETF	IUSG	C+	U.S. Large Cap - Growth	19	0.25%
Fidelity MSCI Consumer Discretionary Index ETF	FDIS	C+	U.S. All Cap - Growth	19	0%
iShares S&P 500 Growth ETF	IVW	B+	U.S. Large Cap - Growth	19	0.18%
Fidelity NASDAQ Composite Index Tracking Stock ETF	ONEQ	D+	U.S. All Cap - Growth	21	0%
Fidelity MSCI Information Technology Index ETF	FTEC	C+	U.S. Large Cap - Growth	23	0%
U.S. Equities - Value
iShares MSCI All Country World Mini Vol	ACWV	A-	U.S. Large Cap - Value	11	0%
iShares Edge MSCI Min Vol USA ETF	USMV	A-	U.S. Large Cap - Value	13	0.15%
iShares Core High Dividend ETF	HDV	A+	U.S. Mega Cap - Value	14	0.4%
Fidelity Core Dividend ETF	FDVV	B-	U.S. Large Cap - Value	14	0%
Fidelity MSCI Consumer Staples Index ETF	FSTA	B-	U.S. Large Cap - Value	14	0%
Fidelity Dividend ETF for Rising Rates	FDRR	B-	U.S. Large Cap - Value	15	0%
iShares Core U.S. Value ETF	IUSV	C-	U.S. Large Cap - Value	15	0.25%
iShares S&P 500 Value ETF	IVE	C-	U.S. Large Cap - Value	15	0.18%
iShares Core Dividend Growth ETF	DGRO	A-	U.S. Large Cap - Value	16	0%
iShares S&P Mid-Cap 400 Value ETF	IJJ	C--	U.S. Mid Cap - Value	16	0.25%
iShares S&P Small-Cap 600 Value ETF	IJS	C--	U.S. Small Cap - Value	17	0.25%
Fidelity MSCI Financials Index ETF	FNCL	F+	U.S. Mega Cap - Value	18	0%
Fidelity MSCI Telecommunication Services Index ETF	FCOM	A--	U.S. Mid Cap - Value	19	0%
Fidelity MSCI Energy Index ETF	FENY	F-	U.S. All Cap - Value	23	0%
iShares US Preferred Stock ETF	PFF	F--	U.S. Mid Cap - Value	5	0.47%
Specialty
Fidelity MSCI Utilities Index ETF	FUTY	A-	U.S. Real Estate	15	0%
Fidelity MSCI Real Estate Index ETF	FREL	B-	U.S. Real Estate	16	0%
iShares MSCI Global Silver Miners ETF	SLVP	F+	Gold	26	0%
iShares International Treasury Bond ETF	IGOV	D+	Gold	6	0%
Global & Intl. Equity
iShares Edge MSCI Min Vol EAFE ETF	EFAV	A--	International Large Cap - Growth	11	0.2%
iShares International Developed Real Estate ETF	IFGL	A--	International Large Cap - Growth	12	0%
iShares Core MSCI EAFE ETF	IEFA	B--	International Large Cap	14	0.05%
iShares MSCI EAFE Value ETF	EFV	B--	International Large Cap - Value	14	0.4%
iShares Edge MSCI Min Vol Emerging Markets ETF	EEMV	A--	Emerging Markets	14	0.25%
iShares Core MSCI Pacific ETF	IPAC	C--	Japan	15	0%
iShares MSCI EAFE Growth ETF	EFG	B--	International Large Cap - Growth	15	0.4%
iShares MSCI EAFE Small-Cap ETF	SCZ	F--	International Large Cap - Growth	15	0.4%
iShares Core MSCI Europe ETF	IEUR	B--	Europe	15	0%
iShares MSCI Frontier 100 ETF	FM	F--	International Large Cap	15	0.79%
iShares Europe ETF	IEV	B--	Europe	15	0.6%
iShares Core MSCI Total International Stock ETF	IXUS	C--	International Large Cap - Growth	15	0.05%
iShares MSCI Japan ETF	EWJ	B--	Japan	16	0.5%
iShares Emerging Markets Dividend ETF	DVYE	A--	Emerging Markets	16	0.49%
iShares MSCI Emerging Markets Small-Cap ETF	EEMS	D--	Emerging Markets	18	0.67%
iShares India 50 ETF	INDY	A--	Emerging Markets	20	0%
iShares MSCI All Country Asia ex Japan ETF	AAXJ	A--	Emerging Markets	20	0%
iShares Core MSCI Emerging Markets ETF	IEMG	A--	Emerging Markets	21	0.05%
iShares MSCI China ETF	MCHI	B--	Emerging Markets	26	0.61%
iShares Latin America 40 ETF	ILF	A--	Emerging Markets	27	0.49%
Bonds
US Cash / Money Market	USCASH	C+	U.S. Cash / Money Market	0	0%
iShares Short Treasury Bond ETF	SHV	B	Bond - Multi Sector	0	0.12%
iShares 1-3 Year Treasury Bond ETF	SHY	C+	U.S. Treasury - Short	1	0.15%
iShares Floating Rate Bond ETF	FLOT	C+	Bond - U.S. Municipals	1	0.2%
iShares Short-Term National Muni Bond ETF	SUB	B+	U.S. Treasury - Intermediate / Long	1	0.25%
iShares 0-5 Year Investment Grade Corporate Bond ETF	SLQD	C+	U.S. Treasury - Short	1	0%
iShares 0-5 Year TIPS Bond ETF	STIP	C	U.S. Treasury - TIPS	1	0.2%
iShares Core 1-5 Year USD Bond ETF	ISTB	C+	U.S. Treasury - Short / Intermediate	1	0.12%
Fidelity Limited Term Bond ETF	FLTB	C+	U.S. Treasury - Short	2	0%
iShares Agency Bond ETF	AGZ	C+	U.S. Treasury - Short / Intermediate	2	0.2%
iShares Intermediate Government/Credit Bond ETF	GVI	C+	U.S. Treasury - Short / Intermediate	2	0.2%
iShares New York Muni Bond ETF	NYF	C+	U.S. Treasury - Intermediate	2	0.25%
iShares Core International Aggregate Bond ETF	IAGG	B+	Bond - U.S. Mortgages	2	0%
iShares California Muni Bond ETF	CMF	C+	Bond - U.S. Municipals	2	0.25%
iShares 3-7 Year Treasury Bond ETF	IEI	C+	U.S. Treasury - Short / Intermediate	2	0.15%
iShares National Muni Bond ETF	MUB	C+	U.S. Treasury - Intermediate / Long	2	0.25%
iShares MBS ETF	MBB	C+	Bond - U.S. Mortgages	2	0.25%
iShares Core Total USD Bond Market ETF	IUSB	C	Bond - Multi Sector	3	0%
iShares Core U.S. Aggregate Bond ETF	AGG	C+	Bond - U.S. Mortgages	3	0.08%
Fidelity Total Bond ETF	FBND	D+	Bond - U.S. Mortgages	3	0%
iShares Core U.S. Treasury Bond ETF	GOVT	C+	U.S. Treasury - Intermediate / Long	3	0.15%
iShares TIPS Bond ETF	TIP	C	U.S. Treasury - TIPS	3	0.2%
iShares GNMA Bond ETF	GNMA	C+	Bond - U.S. Mortgages	3	0%
iShares iBoxx $ Investment Grade Corporate Bond ETF	LQD	C-	Bond - U.S. Corporate	4	0.15%
iShares 7-10 Year Treasury Bond ETF	IEF	C+	U.S. Treasury - Intermediate	4	0.15%
iShares JP Morgan USD Emerging Markets Bond ETF	EMB	C-	Bond - Emerging Market	6	0.6%
iShares Core Long-Term US Bond ETF	ILTB	C-	Bond - U.S. Corporate	7	0.12%
Fidelity Corporate Bond ETF	FCOR	C-	Bond - U.S. Corporate	8	0%
iShares 20+ Year Treasury Bond ETF	TLT	C+	U.S. Treasury - Long	9	0.15%
Other
iShares MSCI Global Gold Miners ETF	RING		Other	0	0.39%
Fidel Covington Tr Shs International Value Factor Fund	FIVA		Other	0	0%

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