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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
Other
Vanguard Energy ETF
VDE
Other
0
0.14%
US Cash / Money Market
USCASH
Other
0
0%
iShares Intermediate Credit Bond ETF
CIU
Other
0
0.2%
iShares 1-3 Year Credit Bond ETF
CSJ
Other
0
0.2%
WisdomTree SmallCap Dividend Fund
DES
Other
0
0.38%
WisdomTree Global Equity Income Fund
DEW
Other
0
0.58%
WisdomTree Europe SmallCap Dividend Fund
DFE
Other
0
0.58%
WisdomTree Japan SmallCap Dividend Fund
DFJ
Other
0
0.58%
WisdomTree Equity Income Fund
DHS
Other
0
0.38%
WisdomTree International MidCap Dividend Fund
DIM
Other
0
0.58%
WisdomTree LargeCap Dividend Fund
DLN
Other
0
0.28%
WisdomTree International SmallCap Dividend Fund
DLS
Other
0
0.58%
WisdomTree Global ex-U.S. Growth Fund
DNL
Other
0
0.58%
WisdomTree International LargeCap Dividend Fund
DOL
Other
0
0.48%
WisdomTree MidCap Dividend Fund
DON
Other
0
0.38%
WisdomTree International Dividend Ex-Financials Fund
DOO
Other
0
0.58%
WisdomTree Total Dividend Fund
DTD
Other
0
0.28%
WisdomTree DEFA Equity Income Fund
DTH
Other
0
0.58%
WisdomTree Dividend Ex-Financials Fund
DTN
Other
0
0.38%
WisdomTree DEFA Fund
DWM
Other
0
0.48%
WisdomTree Japan Hedged Equity Fund
DXJ
Other
0
0.48%
WisdomTree SmallCap Earnings Fund
EES
Other
0
0.38%
WisdomTree Earnings 500 Fund
EPS
Other
0
0.28%
WisdomTree Total Earnings Fund
EXT
Other
0
0.28%
WisdomTree MidCap Earnings Fund
EZM
Other
0
0.38%
iShares S&P GSCI Commodity Indexed Trust
GSG
Other
0
0.75%
iShares Core U.S. Value ETF
IUSV
Other
0
0.25%
iShares Core U.S. Growth ETF
IUSG
Other
0
0.25%
WisdomTree Asia Local Debt Fund
ALD
Other
0
0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETF
RCD
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Industrials ETF
RGI
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Consumer Staples ETF
RHS
Other
0
0.5%
Guggenheim S&P 500 Equal Weight ETF
RSP
Other
0
0.4%
Guggenheim S&P 500 Equal Weight Materials ETF
RTM
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Energy ETF
RYE
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Financials ETF
RYF
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Healthcare ETF
RYH
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Technology ETF
RYT
Other
0
0.5%
Guggenheim S&P 500 Equal Weight Utilities ETF
RYU
Other
0
0.5%
Vanguard Materials ETF
VAW
Other
0
0.14%
Vanguard Small-Cap Growth ETF
VBK
Other
0
0.09%
Vanguard Small-Cap Value ETF
VBR
Other
0
0.09%
Vanguard Consumer Discretionary ETF
VCR
Other
0
0.14%
Vanguard Consumer Staples ETF
VDC
Other
0
0.14%
Vanguard Financials ETF
VFH
Other
0
0.14%
Vanguard Information Technology ETF
VGT
Other
0
0.14%
Vanguard Health Care ETF
VHT
Other
0
0.14%
Vanguard Dividend Appreciation ETF
VIG
Other
0
0.1%
Vanguard Industrials ETF
VIS
Other
0
0.14%
Vanguard Telecommunication Services ETF
VOX
Other
0
0.14%
Vanguard Utilities ETF
VPU
Other
0
0.14%
Vanguard Total Stock Market ETF
VTI
Other
0
0.05%
Vanguard FTSE Emerging Markets ETF
VWO
Other
0
0.15%
ETFS Gold Trust
SGOL
Other
0
0.39%
ETFS Physical Silver Shares
SIVR
Other
0
0.45%
IQ Merger Arbitrage ETF
MNA
Other
0
0.75%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
QAI
Other
0
0.75%
iShares Core Aggressive Allocation ETF
AOA
Other
0
0.11%
iShares Core Conservative Allocation ETF
AOK
Other
0
0.11%
iShares Core Growth Allocation ETF
AOR
Other
0
0.11%
iShares Core Moderate Allocation Fund
AOM
Other
0
0.11%
iShares National Muni Bond ETF
MUB
Other
0
0.25%
Oppenheimer Large Cap Revenue ETF
RWL
Other
0
0.49%
Oppenheimer Mid Cap Revenue ETF
RWK
Other
0
0.54%
Oppenheimer Small Cap Revenue ETF
RWJ
Other
0
0.54%
Vanguard FTSE Developed Markets ETF
VEA
Other
0
0.09%
Vanguard FTSE All World ex-US Small-Cap ETF
VSS
Other
0
0.2%
Vanguard Total Bond Market ETF
BND
Other
0
0.08%
Vanguard Total World Stock ETF
VT
Other
0
0.18%
WisdomTree Brazilian Real Fund
BZF
Other
0
0.45%
WisdomTree Chinese Yuan Fund
CYB
Other
0
0.45%
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
Other
0
0.63%
WisdomTree Emerging Markets Equity Income Fund
DEM
Other
0
0.63%
WisdomTree India Earnings Fund
EPI
Other
0
0.84%
WisdomTree Europe Hedged Equity Fund
HEDJ
Other
0
0.58%
WisdomTree Global ex-US Real Estate Fund
DRW
Other
0
0.58%
WisdomTree Middle East Dividend Fund
GULF
Other
0
0%
PIMCO Intermediate Municipal Bond Exchange-Traded Fund
MUNI
Other
0
0.35%
PIMCO Short Term Municipal Bond Exchange-Traded Fund
SMMU
Other
0
0.35%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
STPZ
Other
0
0.2%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
LTPZ
Other
0
0.21%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
ZROZ
Other
0
0.16%
WisdomTree Emerging Markets Local Debt Fund
ELD
Other
0
0.55%
IQ Global Resources ETF
GRES
Other
0
0.75%
iShares 10+ Year Credit Bond ETF
CLY
Other
0
0.2%
PIMCO Enhanced Short Maturity Exchange-Traded Fund
MINT
Other
0
0.35%
Vanguard Mortgage-Backed Securities ETF
VMBS
Other
0
0%
WisdomTree Emerging Currency Fund
CEW
Other
0
0.55%
WisdomTree Australia Dividend Fund
AUSE
Other
0
0%
WisdomTree Asia-Pacific ex-Japan Fund
AXJL
Other
0
0.48%
Pimco Total Return ETF
BOND
Other
0
0.56%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
Other
0
0.2%
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
Other
0
0%
Guggenheim MSCI Emerging Markets Equal Weight ETF
EWEM
Other
0
0.6%
iShares Floating Rate Bond ETF
FLOT
Other
0
0.2%
ETFS Physical Precious Metal Basket Shares
GLTR
Other
0
0.6%
Global X Guru Index ETF
GURU
Other
0
0.75%
Arrow Dow Jones Global Yield ETF
GYLD
Other
0
0.75%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
Other
0
0.55%
Direxion All Cap Insider Sentiment Shares
KNOW
Other
0
0.65%
Global X MLP ETF
MLPA
Other
0
0.47%
Direxion NASDAQ 100 Equal Weighted Index Shares
QQQE
Other
0
0.35%
IQ US Real Estate Small Cap ETF
ROOF
Other
0
0.69%
Global X SuperDividend ETF
SDIV
Other
0
0.58%
Global X SuperIncome Preferred ETF
SPFF
Other
0
0.58%
iShares 0-5 Year TIPS Bond ETF
STIP
Other
0
0.2%
Vanguard S&P 500 ETF
VOO
Other
0
0.05%
iShares Core S&P Total U.S. Stock Market ETF
ITOT
Other
0
0.07%
iShares Core MSCI Total International Stock ETF
IXUS
Other
0
0.05%
iShares Core 1-5 Year USD Bond ETF
ISTB
Other
0
0.12%
iShares Core Long-Term US Bond ETF
ILTB
Other
0
0.12%
Vanguard Total International Bond ETF
BNDX
Other
0
0%
WisdomTree US Dividend Growth Fund
DGRW
Other
0
0%
Global SuperDividend US ETF
DIV
Other
0
0.45%
WisdomTree Japan Hedged SmallCap Equity Fund
DXJS
Other
0
0%
iBonds Mar 2020 Term Corporate ex-Financials ETF
IBCD
Other
0
0.1%
iBonds Mar 2023 Term Corporate ex-Financials ETF
IBCE
Other
0
0.1%
iBonds Mar 2020 Term Corporate ETF
IBDC
Other
0
0.07%
iBonds Mar 2023 Term Corporate ETF
IBDD
Other
0
0.07%
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
Other
0
0.65%
Vanguard Emerging Markets Government Bond ETF
VWOB
Other
0
0%
Chart Acquisition Corp
CACG
Other
0
0%
iShares Core MSCI Europe ETF
IEUR
Other
0
0%
WisdomTree Emerging Markets Dividend Growth Fund
DGRE
Other
0
0%
WisdomTree International Hedged Dividend Growth Fund
IHDG
Other
0
0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration Fund
AGND
Other
0
0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund
AGZD
Other
0
0%
WisdomTree U.S. SmallCap Dividend Growth Fund
DGRS
Other
0
0%
WisdomTree Germany Hedged Equity Fund
DXGE
Other
0
0%
WisdomTree Japan Hedged Financials Fund
DXJF
Other
0
0%
Global X | JPMorgan Efficiente Index ETF
EFFE
Other
0
0%
WisdomTree Emerging Markets Consumer Growth Fund
EMCG
Other
0
0%
Global X Next Emerging & Frontier ETF
EMFM
Other
0
0%
WisdomTree Europe Dividend Growth Fund
EUDG
Other
0
0%
WisdomTree Europe Hedged SmallCap Equity Fund
EUSC
Other
0
0%
IQ 50 Percent Hedged FTSE Europe ETF
HFXE
Other
0
0%
IQ 50 Percent Hedged FTSE International ETF
HFXI
Other
0
0%
IQ 50 Percent Hedged FTSE Japan ETF
HFXJ
Other
0
0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration Fund
HYND
Other
0
0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund
HYZD
Other
0
0%
WisdomTree Japan Hedged Dividend Growth Fund
JHDG
Other
0
0%
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
Other
0
0%
JPMorgan Diversified Return Global Equity ETF
JPGE
Other
0
0%
Diversified Return International Equity ETF
JPIN
Other
0
0%
Global X MLP & Energy Infrastructure ETF
MLPX
Other
0
0%
Global X Scientific Beta Europe ETF
SCID
Other
0
0%
Global X Scientific Beta Japan ETF
SCIJ
Other
0
0%
Global X Scientific Beta US ETF
SCIU
Other
0
0%
Global X | JPMorgan US Sector Rotator Index ETF
SCTO
Other
0
0%
Global X MSCI SuperDividend Emerging Markets ETF
SDEM
Other
0
0%
Global X SuperDividend REIT ETF
SRET
Other
0
0%
WisdomTree Bloomberg U.S. Dollar Bullish Fund
USDU
Other
0
0%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
Other
0
0%
Global X SuperDividend Alternatives ETF
ALTY
Other
0
0%
Global X Scientific Beta Asia ex-Japan ETF
SCIX
Other
0
0%
WisdomTree China ex-State-Owned Enterprises Fund
CXSE
Other
0
0%
Vanguard Tax-Exempt Bond ETF
VTEB
Other
0
0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund
AGGY
Other
0
0%
iShares Commodities Select Strategy ETF
COMT
Other
0
0%
Legg Mason Developed EX-US Diversified Core ETF
DDBI
Other
0
0%
WisdomTree Dynamic Currency Hedged International Equity Fund
DDWM
Other
0
0%
Reality Shares DIVS Exchange-Traded Fund
DIVY
Other
0
0%
Arrow DWA Tactical ETF
DWAT
Other
0
0%
Guggenheim S&P MidCap 400 Equal Weight ETF
EWMC
Other
0
0%
Guggenheim S&P 500 Equal Weight Real Estate ETF
EWRE
Other
0
0%
Guggenheim S&P SmallCap 600 Equal Weight ETF
EWSC
Other
0
0%
Guggenheim S&P High Income Infrastructure ETF
GHII
Other
0
0%
Guggenheim Total Return ETF
GTO
Other
0
0%
iShares Core International Aggregate Bond ETF
IAGG
Other
0
0%
iBonds Dec 2018 Term Corporate ETF
IBDH
Other
0
0%
iBonds Dec 2019 Term Corporate ETF
IBDK
Other
0
0%
iBonds Dec 2020 Term Corporate ETF
IBDL
Other
0
0%
iBonds Dec 2021 Term Corporate ETF
IBDM
Other
0
0%
iBonds Dec 2022 Term Corporate ETF
IBDN
Other
0
0%
iBonds Dec 2023 Term Corporate ETF
IBDO
Other
0
0%
iBonds Dec 2024 Term Corporate ETF
IBDP
Other
0
0%
iBonds Dec 2025 Term Corporate ETF
IBDQ
Other
0
0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETF
IBMG
Other
0
0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETF
IBMH
Other
0
0%
iBonds Sep 2020 Term Muni Bond ETF
IBMI
Other
0
0%
iBonds Dec 2021 Term Muni Bond ETF
IBMJ
Other
0
0%
iBonds Dec 2022 Term Muni Bond ETF
IBMK
Other
0
0%
iShares Core MSCI Pacific ETF
IPAC
Other
0
0%
iShares Core Total USD Bond Market ETF
IUSB
Other
0
0%
John Hancock Multifactor Materials ETF
JHMA
Other
0
0%
John Hancock Multifactor Consumer Discretionary ETF
JHMC
Other
0
0%
John Hancock Multifactor Energy ETF
JHME
Other
0
0%
John Hancock Multifactor Financials ETF
JHMF
Other
0
0%
John Hancock Multifactor Healthcare ETF
JHMH
Other
0
0%
John Hancock Multifactor Industrials ETF
JHMI
Other
0
0%
John Hancock Multifactor Large Cap ETF
JHML
Other
0
0%
John Hancock Multifactor Mid Cap ETF
JHMM
Other
0
0%
John Hancock Multifactor Consumer Staples ETF
JHMS
Other
0
0%
John Hancock Multifactor Technology ETF
JHMT
Other
0
0%
John Hancock Multifactor Utilities ETF
JHMU
Other
0
0%
JPMorgan Diversified Return Europe Currency Hedged ETF
JPEH
Other
0
0%
JPMorgan Diversified Return Europe Equity ETF
JPEU
Other
0
0%
JPMorgan Diversified Return International Currency Hedged ETF
JPIH
Other
0
0%
JPMorgan Diversified Return US Equity ETF
JPUS
Other
0
0%
Janus Small/Mid Cap Growth Alpha ETF
JSMD
Other
0
0%
Janus Small Cap Growth Alpha ETF
JSML
Other
0
0%
PIMCO Low Duration Exchange-Traded Fund
LDUR
Other
0
0%
Reality Shares DIVCON Leaders Dividend ETF
LEAD
Other
0
0%
Legg Mason Low Volatility High Dividend ETF
LVHD
Other
0
0%
iShares Short Maturity Municipal Bond ETF
MEAR
Other
0
0%
iShares Short Maturity Bond ETF
NEAR
Other
0
0%
Oppenheimer Ultra Dividend Revenue ETF
RDIV
Other
0
0%
iShares Global REIT ETF
REET
Other
0
0%
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
Other
0
0%
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
Other
0
0%
Vanguard International Dividend Appreciation ETF
VIGI
Other
0
0%
Vanguard International High Dividend Yield ETF
VYMI
Other
0
0%
IQ Enhanced Core Bond U.S. ETF
AGGE
Other
0
0%
IQ Enhanced Core Plus Bond U.S. ETF
AGGP
Other
0
0%
Global X S&P 500 Catholic Values ETF
CATH
Other
0
0%
iShares Fallen Angels USD Bond ETF
FALN
Other
0
0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETF
JPME
Other
0
0%
Global X Conscious Companies ETF
KRMA
Other
0
0%
Legg Mason International Low Volatility High Dividend ETF
LVHI
Other
0
0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETF
ESGL
Other
0
0%
American Customer Satisfaction Core Alpha ETF
ACSI
Other
0
0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETF
ESGF
Other
0
0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETF
HYLV
Other
0
0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor Developed
JHMD
Other
0
0%
J P Morgan Chase & Co ETF
JPHF
Other
0
0%
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPSE
Other
0
0%
JPMorgan Disciplined HY ETF
JPHY
Other
0
0%
Janus Henderson Short Duration Income ETF
VNLA
Other
0
0%
ETFS Blm All Cm Shs
BCI
Other
0
0%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap Fund
CSML
Other
0
0%
Inference Corp
INFR
Other
0
0%
JH Multi Sml Cp Shs
JHSC
Other
0
0%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities Fund
JPGB
Other
0
0%
JP Morgan ETF Shs Ultra Short Income Fund
JPST
Other
0
0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Intl Equity Fund
MFDX
Other
0
0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Emerging Mkts Equity Fund
MFEM
Other
0
0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor US Equity Fund
MFUS
Other
0
0%
NuShs Enh Yd US Shs
NUAG
Other
0
0%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity Fund
NUDM
Other
0
0%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity Fund
NUEM
Other
0
0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap Value
NULV
Other
0
0%
NuShrs ETF Trst Shs
NUSA
Other
0
0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-Cap
NUSC
Other
0
0%
WT US Qlt Shldr Shs of Benef Interest
QSY
Other
0
0%
iSh Cor US REIT Shs
USRT
Other
0
0%
WT Mngd Fut Stg Shs
WTMF
Other
0
0%
Reality Shares Nasdaq NextGen Economy ETF
BLCN
Other
0
0%
Direxion Auspice Broad Commodity Strategy ETF
COM
Other
0
0%
USAA MSCI Emerging Markets Value Momentum Blend Index ETF
UEVM
Other
0
0%
USAA Core Intermediate-Term Bond ETF
UITB
Other
0
0%
USAA MSCI International Value Momentum Blend Index ETF
UIVM
Other
0
0%
USAA MSCI USA Value Momentum Blend Index ETF
ULVM
Other
0
0%
iShares Trust
USHY
Other
0
0%
USAA Core Short-Term Bond ETF
USTB
Other
0
0%
USAA MSCI USA Small Cap Value Momentum Blend Index ETF
USVM
Other
0
0%
Vanguard Wellington Fund
VFLQ
Other
0
0%
Vanguard Wellington Fund
VFMF
Other
0
0%
Vanguard Wellington Fund
VFMO
Other
0
0%
Vanguard Wellington Fund
VFMV
Other
0
0%
Vanguard Wellington Fund
VFQY
Other
0
0%
Vanguard Wellington Fund
VFVA
Other
0
0%
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
Other
0
0%
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
Other
0
0%
iShares Trust
IBML
Other
0
0%
iShares Trust
IBMM
Other
0
0%
iShares Core 5-10 Year USD Bond ETF
IMTB
Other
0
0%
iShares Trust
LLQD
Other
0
0%
iShares Trust
MLQD
Other
0
0%
NuShares ESG U.S. Aggregate Bond ETF
NUBD
Other
0
0%
NuShares Enhanced Yield US Aggregate Bond ETF
NULG
Other
0
0%
NuShares Enhanced Yield US Aggregate Bond ETF
NUMG
Other
0
0%
NuShares Enhanced Yield US Aggregate Bond ETF
NUMV
Other
0
0%
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