E*TRADE Commission-Free ETF Program

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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
Arrow DWA Tactical ETF	DWAT	C	U.S. Large Cap	10	0%
JPMorgan Diversified Return International Currency Hedged ETF	JPIH	A	U.S. Large Cap	10	0%
WisdomTree Europe Hedged SmallCap Equity Fund	EUSC	A	U.S. Large Cap	10	0%
John Hancock Multifactor Industrials ETF	JHMI	A--	U.S. Small Cap	11	0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETF	RCD	F-	U.S. Mid Cap	11	0.5%
John Hancock Multifactor Healthcare ETF	JHMH	D+	U.S. Mega Cap	11	0%
WisdomTree Europe Hedged Equity Fund	HEDJ	D+	U.S. Mega Cap	11	0.58%
WisdomTree Germany Hedged Equity Fund	DXGE	C	U.S. All Cap	11	0%
WisdomTree MidCap Earnings Fund	EZM	C--	U.S. Small Cap	11	0.38%
Oppenheimer Mid Cap Revenue ETF	RWK	D--	U.S. Small Cap	12	0.54%
WisdomTree Japan Hedged SmallCap Equity Fund	DXJS	A	U.S. All Cap	13	0%
WisdomTree Japan Hedged Equity Fund	DXJ	C	U.S. All Cap	14	0.48%
IQ Merger Arbitrage ETF	MNA	B-	U.S. Mid Cap	3	0.75%
Janus Velocity Tail Risk Hedged Large Cap ETF	TRSK	C	U.S. All Cap	6	0.65%
WisdomTree LargeCap Dividend Fund	DLN	C	U.S. Large Cap	7	0.28%
WisdomTree Total Dividend Fund	DTD	C	U.S. Large Cap	7	0.28%
WisdomTree US Dividend Growth Fund	DGRW	B	U.S. Large Cap	7	0%
JPMorgan Diversified Return US Equity ETF	JPUS	B-	U.S. Mid Cap	7	0%
WisdomTree Earnings 500 Fund	EPS	B	U.S. Large Cap	8	0.28%
John Hancock Multifactor Large Cap ETF	JHML	C	U.S. All Cap	8	0%
Global X \| JPMorgan US Sector Rotator Index ETF	SCTO	D	U.S. Large Cap	8	0%
Global X Scientific Beta US ETF	SCIU	B-	U.S. Mid Cap	8	0%
Oppenheimer Large Cap Revenue ETF	RWL	C	U.S. All Cap	8	0.49%
JPMorgan Diversified Return U.S. Mid Cap Equity ETF	JPME	B-	U.S. Mid Cap	8	0%
Janus Velocity Volatility Hedged Large Cap ETF	SPXH	C	U.S. All Cap	8	0.65%
Guggenheim S&P 500 Equal Weight ETF	RSP	C-	U.S. Mid Cap	8	0.4%
Global X S&P 500 Catholic Values ETF	CATH	B	U.S. Large Cap	8	0%
Global X Conscious Companies ETF	KRMA	C	U.S. All Cap	8	0%
WisdomTree LargeCap Value Fund	EZY	B	U.S. All Cap	9	0.38%
WisdomTree International Hedged Dividend Growth Fund	IHDG	B+	U.S. Mega Cap	9	0%
John Hancock Multifactor Mid Cap ETF	JHMM	C-	U.S. Mid Cap	9	0%
Global X Guru Index ETF	GURU	C	U.S. All Cap	10	0.75%
U.S. Equities - Growth
John Hancock Multifactor Consumer Discretionary ETF	JHMC	D	U.S. Mid Cap - Growth	10	0%
Guggenheim S&P 500 Equal Weight Healthcare ETF	RYH	D++	U.S. All Cap - Growth	11	0.5%
Guggenheim S&P 500 Equal Weight Technology ETF	RYT	C++	U.S. All Cap - Growth	12	0.5%
John Hancock Multifactor Technology ETF	JHMT	D++	U.S. Large Cap - Growth	12	0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF	QAI	D++	U.S. Large Cap - Growth	3	0.75%
Guggenheim S&P 500 Equal Weight Consumer Staples ETF	RHS	F++	U.S. Large Cap - Growth	9	0.5%
U.S. Equities - Value
Arrow Dow Jones Global Yield ETF	GYLD	C--	U.S. Mid Cap - Value	10	0.75%
Guggenheim S&P 500 Equal Weight Industrials ETF	RGI	A--	U.S. All Cap - Value	11	0.5%
Oppenheimer Ultra Dividend Revenue ETF	RDIV	D--	U.S. Mid Cap - Value	11	0%
Global X Guru Activist Index ETF	ACTX	A--	U.S. All Cap - Value	11	0%
Guggenheim S&P MidCap 400 Equal Weight ETF	EWMC	C--	U.S. Small Cap - Value	11	0%
Guggenheim S&P 500 Equal Weight Materials ETF	RTM	A--	U.S. Mid Cap - Value	12	0.5%
WisdomTree SmallCap Dividend Fund	DES	C--	U.S. Small Cap - Value	13	0.38%
WisdomTree Japan Hedged Real Estate Fund	DXJR	B-	U.S. Large Cap - Value	13	0%
WisdomTree U.S. SmallCap Dividend Growth Fund	DGRS	D--	U.S. Small Cap - Value	13	0%
John Hancock Multifactor Financials ETF	JHMF	A--	U.S. All Cap - Value	13	0%
John Hancock Multifactor Materials ETF	JHMA	A--	U.S. Small Cap - Value	13	0%
Guggenheim S&P 500 Equal Weight Financials ETF	RYF	A--	U.S. All Cap - Value	14	0.5%
Guggenheim S&P SmallCap 600 Equal Weight ETF	EWSC	D--	U.S. Micro Cap - Value	14	0%
WisdomTree SmallCap Earnings Fund	EES	A--	U.S. Small Cap - Value	14	0.38%
Global X MLP ETF	MLPA	F--	U.S. Mid Cap - Value	14	0.47%
Oppenheimer Small Cap Revenue ETF	RWJ	D--	U.S. Small Cap - Value	16	0.54%
Global X MLP & Energy Infrastructure ETF	MLPX	F--	U.S. Mid Cap - Value	17	0%
Global X Junior MLP ETF	MLPJ	F--	U.S. Mid Cap - Value	18	0.81%
WisdomTree Japan Hedged Financials Fund	DXJF	D--	U.S. All Cap - Value	19	0%
WisdomTree Equity Income Fund	DHS	C-	U.S. Large Cap - Value	7	0.38%
Global SuperDividend US ETF	DIV	B--	U.S. Mid Cap - Value	7	0.45%
WisdomTree Dividend Ex-Financials Fund	DTN	B--	U.S. Mid Cap - Value	8	0.38%
WisdomTree Global Equity Income Fund	DEW	A--	U.S. Mid Cap - Value	8	0.58%
WisdomTree Total Earnings Fund	EXT	A--	U.S. All Cap - Value	8	0.28%
WisdomTree MidCap Dividend Fund	DON	C--	U.S. Mid Cap - Value	9	0.38%
Global X SuperDividend ETF	SDIV	B--	U.S. Mid Cap - Value	10	0.58%
Specialty
Global X SuperDividend REIT ETF	SRET	A--	U.S. Real Estate	11	0%
Guggenheim S&P 500 Equal Weight Utilities ETF	RYU	A--	U.S. Real Estate	12	0.5%
Guggenheim S&P 500 Equal Weight Real Estate ETF	EWRE	B--	U.S. Real Estate	12	0%
ETFS Physical Precious Metal Basket Shares	GLTR	C++	Gold	13	0.6%
IQ US Real Estate Small Cap ETF	ROOF	A--	U.S. Real Estate	13	0.69%
John Hancock Multifactor Energy ETF	JHME	F-	Commodities	17	0%
ETFS Physical Silver Shares	SIVR	F++	Gold	19	0.45%
Guggenheim S&P 500 Equal Weight Energy ETF	RYE	F-	Commodities	20	0.5%
WisdomTree Managed Futures Strategy Fund	WDTI	F-	Commodities	5	0.95%
WisdomTree Chinese Yuan Fund	CYB	A++	Gold	6	0.45%
Global & Intl. Equity
JPMorgan Diversified Return Europe Equity ETF	JPEU	A++	Europe	10	0%
WisdomTree Europe Dividend Growth Fund	EUDG	A++	International Large Cap - Growth	10	0%
IQ 50 Percent Hedged FTSE International ETF	HFXI	C++	International Large Cap	10	0%
IQ Global Resources ETF	GRES	C	Pacific ex-Japan	10	0.75%
WisdomTree United Kingdom Hedged Equity Fund	DXPS	D++	International Large Cap	10	0%
WisdomTree Asia-Pacific ex-Japan Fund	AXJL	C++	Emerging Markets	11	0.48%
Global X Scientific Beta Asia ex-Japan ETF	SCIX	A	Pacific ex-Japan	11	0%
WisdomTree Global ex-US Real Estate Fund	DRW	A++	Emerging Markets	11	0.58%
WisdomTree Japan Hedged Dividend Growth Fund	JHDG	A+	Japan	12	0%
John Hancock Multifactor Utilities ETF	JHMU	B+	Japan	12	0%
Guggenheim MSCI Emerging Markets Equal Weight ETF	EWEM	A++	Emerging Markets	12	0.6%
Guggenheim S&P High Income Infrastructure ETF	GHII	F++	International Small Cap	12	0%
IQ 50 Percent Hedged FTSE Europe ETF	HFXE	A++	International Large Cap	12	0%
WisdomTree Emerging Markets SmallCap Dividend Fund	DGS	B++	Emerging Markets	13	0.63%
JPMorgan Diversified Return Emerging Markets Equity ETF	JPEM	D++	Emerging Markets	13	0%
WisdomTree Emerging Markets Equity Income Fund	DEM	D++	Emerging Markets	13	0.63%
Global X MSCI SuperDividend Emerging Markets ETF	SDEM	F++	Emerging Markets	13	0%
Global X Guru International Index ETF	GURI	A++	Emerging Markets	14	0%
WisdomTree Middle East Dividend Fund	GULF	C++	Emerging Markets	14	0%
WisdomTree Australia Dividend Fund	AUSE	F	Pacific ex-Japan	14	0.58%
WisdomTree Emerging Markets Dividend Growth Fund	DGRE	C++	Emerging Markets	14	0%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	XSOE	A++	Emerging Markets	15	0%
WisdomTree Emerging Markets Consumer Growth Fund	EMCG	B++	Emerging Markets	15	0%
WisdomTree India Earnings Fund	EPI	D++	Emerging Markets	15	0.84%
WisdomTree China ex-State-Owned Enterprises Fund	CXSE	A++	Emerging Markets	15	0%
Global X Next Emerging & Frontier ETF	EMFM	B++	Emerging Markets	16	0%
JPMorgan Diversified Return Europe Currency Hedged ETF	JPEH	A++	Europe	16	0%
WisdomTree Brazilian Real Fund	BZF	D++	Emerging Markets	19	0.45%
WisdomTree Emerging Currency Fund	CEW	C++	Emerging Markets	7	0.55%
WisdomTree Emerging Markets Corporate Bond Fund	EMCB	B++	International Small Cap	7	0%
JPMorgan Diversified Return Global Equity ETF	JPGE	C++	International Large Cap - Growth	7	0%
Global X \| JPMorgan Efficiente Index ETF	EFFE	A++	Emerging Markets	7	0%
WisdomTree International SmallCap Dividend Fund	DLS	B++	International Small Cap	8	0.58%
Diversified Return International Equity ETF	JPIN	C++	International Large Cap - Growth	8	0%
WisdomTree Dynamic Currency Hedged International Equity Fund	DDWM	B++	International Large Cap	8	0%
Global X Scientific Beta Japan ETF	SCIJ	A+	Japan	9	0%
WisdomTree International MidCap Dividend Fund	DIM	A++	International Large Cap	9	0.58%
WisdomTree DEFA Fund	DWM	B++	International Large Cap	9	0.48%
IQ 50 Percent Hedged FTSE Japan ETF	HFXJ	A+	Japan	9	0%
WisdomTree Emerging Markets Local Debt Fund	ELD	C++	Emerging Markets	9	0.55%
WisdomTree Japan SmallCap Dividend Fund	DFJ	A+	Japan	9	0.58%
WisdomTree International LargeCap Dividend Fund	DOL	C++	International Large Cap	9	0.48%
WisdomTree International Dividend Ex-Financials Fund	DOO	C++	International Large Cap	9	0.58%
WisdomTree DEFA Equity Income Fund	DTH	C++	International Large Cap	9	0.58%
Global X Scientific Beta Europe ETF	SCID	A++	Europe	10	0%
WisdomTree Europe SmallCap Dividend Fund	DFE	A++	International Small Cap	10	0.58%
WisdomTree Global ex-U.S. Growth Fund	DNL	A++	Emerging Markets	10	0.58%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration Fund	HYND	A++	U.S. Treasury - Intermediate / Long	10	0%
ETFS Gold Trust	SGOL	B+	U.S. Treasury - Short / Intermediate	11	0.39%
Global X Permanent ETF	PERM	B++	U.S. Treasury - Long	13	0.48%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund	AGZD	B	U.S. Treasury - Short	3	0%
Guggenheim Total Return ETF	GTO	B++	U.S. Treasury - Intermediate / Long	4	0%
IQ Enhanced Core Plus Bond U.S. ETF	AGGP	B++	U.S. Treasury - Intermediate / Long	4	0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund	AGGY	B+	U.S. Treasury - Intermediate	4	0%
IQ Enhanced Core Bond U.S. ETF	AGGE	B+	U.S. Treasury - Intermediate	4	0%
Global X SuperIncome Preferred ETF	SPFF	F++	Bond - U.S. High Yield	5	0.58%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund	HYZD	B++	Bond - U.S. High Yield	6	0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration Fund	AGND	B+	Bond - U.S. Municipals	6	0%
WisdomTree Bloomberg U.S. Dollar Bullish Fund	USDU	F+	U.S. Treasury - Short / Intermediate	6	0%
WisdomTree Asia Local Debt Fund	ALD	C++	Bond - Emerging Market	7	0%
John Hancock Multifactor Consumer Staples ETF	JHMS	D++	Bond - Emerging Market	8	0%
Global X SuperDividend Alternatives ETF	ALTY	D++	Bond - U.S. High Yield	9	0%
Other
WisdomTree Global Real Return Fund	RRF		Other	0	0.6%
WisdomTree Global Corporate Bond Fund	CRDT		Other	0	0%

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