Kivalia Investment Advice Platform Log In / Sign Up
401k, 403b plan

E*TRADE Commission-Free ETF Program

Send me updates


Share this plan


PLAN FUNDS investment options ratings help
close help

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     
WisdomTree LargeCap Dividend FundDLNCU.S. Large Cap10fund risk0.28%
WisdomTree Total Dividend FundDTDBU.S. Large Cap11fund risk0.28%
WisdomTree US Dividend Growth FundDGRWCU.S. Large Cap11fund risk0%
Global X Scientific Beta US ETFSCIUCU.S. Mid Cap12fund risk0%
WisdomTree Earnings 500 FundEPSBU.S. All Cap12fund risk0.28%
WisdomTree Total Earnings FundEXTAU.S. All Cap12fund risk0.28%
WisdomTree LargeCap Value FundEZYCU.S. Mid Cap13fund risk0.38%
Global X Guru Index ETFGURUDU.S. Mid Cap15fund risk0.75%
WisdomTree Japan Hedged Real Estate FundDXJRFU.S. Mega Cap24fund risk0%
U.S. Equities - Growth     
Global X Social Media Index ETFSOCLB-U.S. All Cap - Growth20fund risk0%
U.S. Equities - Value     
Global SuperDividend US ETFDIVD+U.S. Mid Cap - Value10fund risk0.45%
WisdomTree Equity Income FundDHSD+U.S. Mid Cap - Value11fund risk0.38%
Global X | JPMorgan US Sector Rotator Index ETFSCTOC+U.S. All Cap - Value11fund risk0%
WisdomTree Dividend Ex-Financials FundDTND+U.S. Mid Cap - Value12fund risk0.38%
WisdomTree MidCap Dividend FundDONC+U.S. Mid Cap - Value13fund risk0.38%
Global X SuperDividend ETFSDIVF+U.S. Mid Cap - Value15fund risk0.58%
Global X Guru Activist Index ETFACTXA+U.S. Large Cap - Value15fund risk0%
WisdomTree MidCap Earnings FundEZMF++U.S. Small Cap - Value16fund risk0.38%
WisdomTree SmallCap Dividend FundDESD++U.S. Small Cap - Value16fund risk0.38%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSD++U.S. Small Cap - Value16fund risk0%
WisdomTree SmallCap Earnings FundEESC++U.S. Small Cap - Value18fund risk0.38%
Global X Junior MLP ETFMLPJA+U.S. Mid Cap - Value25fund risk0.81%
Global X MLP ETFMLPAF+U.S. Mid Cap - Value28fund risk0.47%
Global X MLP & Energy Infrastructure ETFMLPXD+U.S. Mid Cap - Value30fund risk0%
Specialty     
Global X Permanent ETFPERMCSilver13fund risk0.48%
Global X SuperDividend REIT ETFSRETA--U.S. Real Estate16fund risk0%
Global X Silver Miners ETFSILAGold50fund risk0%
WisdomTree Chinese Yuan FundCYBDGold6fund risk0.45%
WisdomTree Managed Futures Strategy FundWDTIFCommodities6fund risk0.95%
Global X | JPMorgan Efficiente Index ETFEFFEA--U.S. Real Estate8fund risk0%
Global & Intl. Equity     
WisdomTree Emerging Markets Local Debt FundELDD-Emerging Markets11fund risk0.55%
WisdomTree Australia & New Zealand Debt FundAUNZC--Pacific ex-Japan12fund risk0.45%
WisdomTree Global Real Return FundRRFB++Japan13fund risk0.6%
WisdomTree Global Equity Income FundDEWA--International Large Cap13fund risk0.58%
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMB-Emerging Markets14fund risk0.65%
WisdomTree International Hedged Dividend Growth FundIHDGA--International Large Cap - Growth15fund risk0%
WisdomTree Japan SmallCap Dividend FundDFJA--Pacific15fund risk0.58%
WisdomTree United Kingdom Hedged Equity FundDXPSA--International Large Cap15fund risk0%
Global X Scientific Beta Japan ETFSCIJA--Pacific15fund risk0%
WisdomTree International SmallCap Dividend FundDLSA--International Small Cap16fund risk0.58%
WisdomTree Middle East Dividend FundGULFA-Emerging Markets16fund risk0%
WisdomTree Global ex-US Real Estate FundDRWB--International Large Cap - Growth16fund risk0.58%
Global X MSCI Pakistan ETFPAKA--International Large Cap16fund risk0%
WisdomTree Global ex-U.S. Growth FundDNLF-Emerging Markets16fund risk0.58%
Deutsche X-trackers MSCI EAFE Hedged Equity FundDBEFA--International Large Cap17fund risk0.35%
WisdomTree DEFA FundDWMB--International Large Cap17fund risk0.48%
WisdomTree Europe Hedged SmallCap Equity FundEUSCA--International Large Cap17fund risk0%
Global X Southeast Asia ETFASEAC-Emerging Markets17fund risk0.65%
WisdomTree International MidCap Dividend FundDIMA--International Large Cap17fund risk0.58%
WisdomTree Asia-Pacific ex-Japan FundAXJLB-Emerging Markets17fund risk0.48%
WisdomTree Korea Hedged Equity FundDXKWA-Emerging Markets17fund risk0%
WisdomTree International LargeCap Dividend FundDOLB--International Large Cap18fund risk0.48%
WisdomTree International Dividend Ex-Financials FundDOOC--International Large Cap18fund risk0.58%
WisdomTree Emerging Markets SmallCap Dividend FundDGSB-Emerging Markets18fund risk0.63%
WisdomTree Europe Dividend Growth FundEUDGC--Europe18fund risk0%
WisdomTree DEFA Equity Income FundDTHA--International Large Cap18fund risk0.58%
WisdomTree Germany Hedged Equity FundDXGEA--International Large Cap18fund risk0%
WisdomTree Europe Hedged Equity FundHEDJA--International Large Cap18fund risk0.58%
Global X YieldCo Index ETFYLCOC-Emerging Markets19fund risk0%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEA++Emerging Markets19fund risk0%
Deutsche X-trackers MSCI Germany Hedged Equity FundDBGRA--International Large Cap19fund risk0.47%
Global X Scientific Beta Europe ETFSCIDDInternational Small Cap19fund risk0%
Global X FTSE Nordic Region ETFGXFD--Europe19fund risk0.5%
Global X MSCI Argentina ETFARGTA-Emerging Markets20fund risk0.74%
WisdomTree Emerging Markets Consumer Growth FundEMCGD-Emerging Markets20fund risk0%
Global X MSCI SuperDividend Emerging Markets ETFSDEMA-Emerging Markets20fund risk0%
WisdomTree India Earnings FundEPID-Emerging Markets20fund risk0.84%
WisdomTree Europe SmallCap Dividend FundDFEA--Europe20fund risk0.58%
Global X China Consumer ETFCHIQB-Emerging Markets20fund risk0.65%
Global X Fertilizers/Potash ETFSOILA--International Large Cap - Value20fund risk0.69%
WisdomTree Emerging Markets Equity Income FundDEMA-Emerging Markets20fund risk0.63%
WisdomTree Emerging Markets Dividend Growth FundDGREF-Emerging Markets21fund risk0%
WisdomTree Australia Dividend FundAUSEA--Pacific ex-Japan21fund risk0.58%
Global X Next Emerging & Frontier ETFEMFMD-Emerging Markets21fund risk0%
WisdomTree Brazilian Real FundBZFA-Emerging Markets21fund risk0.45%
Global X Lithium ETFLITA-Emerging Markets22fund risk0.75%
Global X China Financials ETFCHIXC-Emerging Markets22fund risk0.65%
Global X MSCI Portugal ETFPGALF--International Large Cap22fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDGB--Pacific22fund risk0%
Global X NASDAQ China Technology ETFQQQCB-Emerging Markets23fund risk0%
WisdomTree Japan Hedged SmallCap Equity FundDXJSA--Pacific23fund risk0%
Global X MSCI Norway ETFNORWA--Europe24fund risk0.5%
Deutsche X-trackers MSCI Japan Hedged Equity FundDBJPB--Pacific25fund risk0.48%
WisdomTree Japan Hedged Equity FundDXJA--Pacific25fund risk0.48%
Global X MSCI Colombia ETFGXGB-Emerging Markets26fund risk0.75%
Deutsche X-trackers MSCI Brazil Hedged Equity FundDBBRA-Emerging Markets28fund risk0.6%
Global X Uranium ETFURAA--Pacific ex-Japan29fund risk0.69%
Global X Brazil Mid Cap ETFBRAZA-Emerging Markets31fund risk0.69%
Global X MSCI Nigeria ETFNGEF--Pacific ex-Japan32fund risk0.68%
WisdomTree Japan Hedged Financials FundDXJFA--Pacific34fund risk0%
Global X MSCI Greece ETFGREKC--Europe39fund risk0.61%
Global X Copper Miners ETFCOPXA--Pacific ex-Japan41fund risk0.65%
WisdomTree Indian Rupee FundICNC-Emerging Markets7fund risk0.45%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUA--International Small Cap8fund risk0%
WisdomTree Asia Local Debt FundALDD-Emerging Markets8fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBA++Emerging Markets8fund risk0%
WisdomTree Emerging Currency FundCEWD-Emerging Markets10fund risk0.55%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDA++Bond - U.S. High Yield10fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDAU.S. Treasury - Short / Intermediate16fund risk0%
Global X Guru International Index ETFGURIA++Bond - U.S. High Yield16fund risk0%
Global X China Energy ETFCHIEF++Bond - U.S. High Yield23fund risk0.65%
Global X FTSE Andean 40 ETFANDC++Bond - U.S. High Yield24fund risk0.72%
Global X China Materials ETFCHIMA++Bond - U.S. High Yield26fund risk0.65%
Global X China Industrials ETFCHIIF++Bond - U.S. High Yield29fund risk0.65%
Global X Brazil Consumer ETFBRAQA+Bond - Emerging Market37fund risk0.77%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDBU.S. Treasury - Short5fund risk0%
WisdomTree Global Corporate Bond FundCRDTB+Bond - U.S. Corporate6fund risk0%
Global X SuperIncome Preferred ETFSPFFF++Bond - U.S. High Yield8fund risk0.58%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDB-U.S. Treasury - Intermediate8fund risk0%
Other     
WisdomTree TrustCCX Other0fund risk0.55%
WisdomTree Intl Basic Materials FundCCXE Other0fund risk0.58%
WisdomTree International Utilities FundDBU Other0fund risk0.58%
WisdomTree International Energy FundGNAT Other0fund risk0.58%
Global X Gold Explorers ETFGLDX Other0fund risk0.65%
Global X GF China Bond ETFCHNB Other0fund risk0%
Global X SuperDividend Alternatives ETFALTY Other0fund risk0%
WisdomTree China Dividend ex-Fincls ETFCHXF Other0fund risk0%
close help

Following Plans

Following a plan allows you to:
  • Access the plan directly from your profile page
  • Receive e-mail alerts when the plan is rebalanced, or changed
  • Make modifications and contribute to the plan information