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E*TRADE Commission-Free ETF Program

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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     
iShares Core Growth Allocation ETFAORCU.S. All Cap12fund risk0.11%
iShares Core Aggressive Allocation ETFAOACU.S. All Cap16fund risk0.11%
John Hancock Multifactor Healthcare ETFJHMHFU.S. Large Cap20fund risk0%
John Hancock Multifactor Large Cap ETFJHMLCU.S. All Cap21fund risk0%
iShares Core S&P Total U.S. Stock Market ETFITOTCU.S. All Cap21fund risk0.07%
JPMorgan Diversified Return US Equity ETFJPUSD++U.S. Mid Cap22fund risk0%
Global X Conscious Companies ETFKRMABU.S. Large Cap23fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMEC++U.S. Mid Cap23fund risk0%
John Hancock Multifactor Mid Cap ETFJHMMC++U.S. Mid Cap24fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCA++U.S. Mid Cap25fund risk0%
JH Multi Sml Cp ShsJHSCF++U.S. Small Cap29fund risk0%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities FundJPGBBU.S. Large Cap5fund risk0%
iShares Core Conservative Allocation ETFAOKCU.S. Large Cap7fund risk0.11%
iShares Core Moderate Allocation FundAOMCU.S. All Cap9fund risk0.11%
U.S. Equities - Growth     
John Hancock Multifactor Technology ETFJHMTA--U.S. All Cap - Growth28fund risk0%
Reality Shares Nasdaq NextGen Economy ETFBLCNA+U.S. Small Cap - Growth28fund risk0%
U.S. Equities - Value     
John Hancock Multifactor Consumer Staples ETFJHMSC+U.S. Mega Cap - Value15fund risk0%
iShares Core U.S. Value ETFIUSVC++U.S. Large Cap - Value22fund risk0.25%
John Hancock Multifactor Industrials ETFJHMIC++U.S. Mid Cap - Value26fund risk0%
John Hancock Multifactor Materials ETFJHMAB++U.S. Mid Cap - Value28fund risk0%
John Hancock Multifactor Financials ETFJHMFD++U.S. All Cap - Value30fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDA++U.S. Mid Cap - Value32fund risk0.5%
Oppenheimer Ultra Dividend Revenue ETFRDIVD++U.S. Mid Cap - Value37fund risk0%
John Hancock Multifactor Energy ETFJHMED++U.S. All Cap - Value49fund risk0%
Specialty     
ETFS Blm All Cm ShsBCIA++Commodities16fund risk0%
ETFS Gold TrustSGOLC--Gold17fund risk0.39%
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCEC--U.S. Real Estate2fund risk0.1%
John Hancock Multifactor Utilities ETFJHMUF--U.S. Real Estate25fund risk0%
iShares S&P GSCI Commodity Indexed TrustGSGB++Commodities27fund risk0.75%
Global & Intl. Equity     
Legg Mason International Low Volatility High Dividend ETFLVHIC+International Large Cap - Value18fund risk0%
iShares Core MSCI Pacific ETFIPACB+Japan19fund risk0%
iShares Core MSCI Total International Stock ETFIXUSAInternational Large Cap19fund risk0.05%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMD++Emerging Markets20fund risk0%
iShares Core MSCI Europe ETFIEURCInternational Large Cap21fund risk0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAIC++Emerging Markets6fund risk0.75%
Bonds     
iShares Floating Rate Bond ETFFLOTB-Bond - U.S. Corporate1fund risk0.2%
iBonds Dec 2021 Term Corporate ETFIBDMC++Bond - U.S. High Yield1fund risk0%
iShares Core 1-5 Year USD Bond ETFISTBB-Bond - U.S. Corporate2fund risk0.12%
iBonds Dec 2021 Term Muni Bond ETFIBMJC+Bond - U.S. Municipals2fund risk0%
iShares Core Long-Term US Bond ETFILTBC-Bond - Multi Sector10fund risk0.12%
iShares Fallen Angels USD Bond ETFFALNB++Bond - U.S. High Yield11fund risk0%
iBonds Dec 2022 Term Corporate ETFIBDNC++Bond - U.S. High Yield2fund risk0%
iBonds Dec 2022 Term Muni Bond ETFIBMKC+Bond - U.S. Municipals2fund risk0%
iBonds Mar 2023 Term Corporate ETFIBDDC++Bond - U.S. High Yield2fund risk0.07%
iShares Core International Aggregate Bond ETFIAGGB--U.S. Treasury - Intermediate / Long2fund risk0%
iShares Core 5-10 Year USD Bond ETFIMTBC-Bond - U.S. Corporate3fund risk0%
iShares TrustIBMMC+Bond - U.S. Municipals3fund risk0%
iShares TrustIBMLC++Bond - U.S. High Yield3fund risk0%
iShares National Muni Bond ETFMUBC+Bond - U.S. Municipals3fund risk0.25%
iBonds Dec 2023 Term Corporate ETFIBDOC++Bond - U.S. High Yield3fund risk0%
iShares Core Total USD Bond Market ETFIUSBD-Bond - U.S. Corporate4fund risk0%
iShares iBonds Dec 2026 Term Corporate ETFIBDRB-Bond - U.S. Corporate5fund risk0%
iShares iBonds Dec 2027 Term Corporate ETFIBDSB-Bond - U.S. Corporate5fund risk0%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded FundHYSB++Bond - U.S. High Yield9fund risk0.55%
Other     
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCD Other0fund risk0.1%
iBonds Mar 2020 Term Corporate ETFIBDC Other0fund risk0.07%
JPMorgan Diversified Return Global Equity ETFJPGE Other0fund risk0%
Global X Scientific Beta Asia ex-Japan ETFSCIX Other0fund risk0%
iBonds Dec 2018 Term Corporate ETFIBDH Other0fund risk0%
iBonds Dec 2019 Term Corporate ETFIBDK Other0fund risk0%
iBonds Dec 2020 Term Corporate ETFIBDL Other0fund risk0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETFIBMG Other0fund risk0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMH Other0fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEH Other0fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEU Other0fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIH Other0fund risk0%
Inference CorpINFR Other0fund risk0%
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