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 Earnings 500 FundEPSBU.S. All Cap10fund risk0.28%
WisdomTree Total Earnings FundEXTAU.S. All Cap10fund risk0.28%
WisdomTree LargeCap Value FundEZYCU.S. All Cap11fund risk0.38%
WisdomTree MidCap Dividend FundDONC-U.S. Mid Cap11fund risk0.38%
Global X Guru Index ETFGURUCU.S. All Cap12fund risk0.75%
WisdomTree MidCap Earnings FundEZMCU.S. Small Cap14fund risk0.38%
WisdomTree LargeCap Dividend FundDLNCU.S. Large Cap9fund risk0.28%
WisdomTree Total Dividend FundDTDCU.S. Large Cap9fund risk0.28%
WisdomTree US Dividend Growth FundDGRWBU.S. Large Cap9fund risk0%
Global X Scientific Beta US ETFSCIUB-U.S. Mid Cap10fund risk0%
U.S. Equities - Growth     
Global X Social Media Index ETFSOCLA+U.S. Large Cap - Growth18fund risk0%
U.S. Equities - Value     
WisdomTree Dividend Ex-Financials FundDTNC-U.S. Mid Cap - Value10fund risk0.38%
Global X | JPMorgan US Sector Rotator Index ETFSCTOB-U.S. Large Cap - Value11fund risk0%
Global X Guru Activist Index ETFACTXA-U.S. All Cap - Value11fund risk0%
Global X SuperDividend ETFSDIVD-U.S. Mid Cap - Value13fund risk0.58%
WisdomTree SmallCap Dividend FundDESDU.S. Small Cap - Value14fund risk0.38%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSDU.S. Small Cap - Value15fund risk0%
WisdomTree SmallCap Earnings FundEESBU.S. Small Cap - Value16fund risk0.38%
Global X MLP ETFMLPAD-U.S. Mid Cap - Value16fund risk0.47%
Global X Lithium ETFLITA-U.S. Mid Cap - Value19fund risk0.75%
Global X Junior MLP ETFMLPJF-U.S. Mid Cap - Value19fund risk0.81%
Global X MLP & Energy Infrastructure ETFMLPXF-U.S. Mid Cap - Value23fund risk0%
Global X SuperIncome Preferred ETFSPFFD-U.S. Mid Cap - Value7fund risk0.58%
WisdomTree Equity Income FundDHSC-U.S. Mid Cap - Value9fund risk0.38%
Global SuperDividend US ETFDIVC-U.S. Mid Cap - Value9fund risk0.45%
Specialty     
Global X SuperDividend REIT ETFSRETA--U.S. Real Estate13fund risk0%
Global X Silver Miners ETFSILF+Gold47fund risk0%
WisdomTree Managed Futures Strategy FundWDTIF--Commodities6fund risk0.95%
Global & Intl. Equity     
WisdomTree Emerging Markets Local Debt FundELDD-Emerging Markets11fund risk0.55%
Global X Scientific Beta Japan ETFSCIJAInternational Large Cap - Growth11fund risk0%
WisdomTree Japan SmallCap Dividend FundDFJA-Pacific12fund risk0.58%
WisdomTree Global Equity Income FundDEWB--International Large Cap12fund risk0.58%
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMC-Emerging Markets13fund risk0.65%
WisdomTree International Hedged Dividend Growth FundIHDGA--International Large Cap - Growth13fund risk0%
WisdomTree United Kingdom Hedged Equity FundDXPSA--International Large Cap13fund risk0%
WisdomTree Global Real Return FundRRFC--International Large Cap - Growth13fund risk0.6%
Global X Guru International Index ETFGURIA++Emerging Markets13fund risk0%
Deutsche X-trackers MSCI EAFE Hedged Equity FundDBEFA--International Large Cap14fund risk0.35%
WisdomTree International SmallCap Dividend FundDLSA--International Large Cap14fund risk0.58%
WisdomTree Global ex-US Real Estate FundDRWA--International Large Cap - Growth14fund risk0.58%
WisdomTree Global ex-U.S. Growth FundDNLB--International Large Cap - Growth14fund risk0.58%
WisdomTree Middle East Dividend FundGULFC--International Large Cap - Growth15fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJLC-Emerging Markets15fund risk0.48%
Global X Southeast Asia ETFASEAC-Emerging Markets15fund risk0.65%
WisdomTree Europe Hedged SmallCap Equity FundEUSCA--International Large Cap - Value15fund risk0%
WisdomTree DEFA FundDWMB--International Large Cap15fund risk0.48%
Global X YieldCo Index ETFYLCOB-International Small Cap16fund risk0%
WisdomTree International MidCap Dividend FundDIMA--Europe16fund risk0.58%
Global X MSCI Pakistan ETFPAKA--International Large Cap16fund risk0%
WisdomTree Germany Hedged Equity FundDXGEA--International Large Cap16fund risk0%
WisdomTree International LargeCap Dividend FundDOLC--International Large Cap16fund risk0.48%
WisdomTree International Dividend Ex-Financials FundDOOF--International Large Cap16fund risk0.58%
WisdomTree Emerging Markets SmallCap Dividend FundDGSB-Emerging Markets16fund risk0.63%
WisdomTree Europe Hedged Equity FundHEDJA--International Large Cap16fund risk0.58%
Deutsche X-trackers MSCI Germany Hedged Equity FundDBGRA--International Large Cap16fund risk0.47%
WisdomTree Europe Dividend Growth FundEUDGA--Europe16fund risk0%
WisdomTree DEFA Equity Income FundDTHC--International Large Cap17fund risk0.58%
Global X China Consumer ETFCHIQA-Emerging Markets17fund risk0.65%
Global X Scientific Beta Europe ETFSCIDA-Europe17fund risk0%
Global X FTSE Nordic Region ETFGXFC--Europe17fund risk0.5%
WisdomTree Japan Hedged Dividend Growth FundJHDGA--International Large Cap - Value18fund risk0%
WisdomTree India Earnings FundEPIA-Emerging Markets18fund risk0.84%
WisdomTree Emerging Markets Equity Income FundDEMC-Emerging Markets18fund risk0.63%
Global X MSCI Argentina ETFARGTA-Emerging Markets18fund risk0.74%
Global X MSCI SuperDividend Emerging Markets ETFSDEMB-Emerging Markets18fund risk0%
WisdomTree Australia Dividend FundAUSEC--Pacific ex-Japan18fund risk0.58%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEA++Pacific ex-Japan18fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCGC-Emerging Markets18fund risk0%
WisdomTree Japan Hedged Real Estate FundDXJRD--International Large Cap18fund risk0%
WisdomTree Japan Hedged SmallCap Equity FundDXJSA-Pacific18fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGRED-Emerging Markets18fund risk0%
Global X Fertilizers/Potash ETFSOILC--International Large Cap - Value18fund risk0.69%
WisdomTree Europe SmallCap Dividend FundDFEA--Europe19fund risk0.58%
Global X China Financials ETFCHIXB-Emerging Markets19fund risk0.65%
WisdomTree Brazilian Real FundBZFA-Emerging Markets19fund risk0.45%
Deutsche X-trackers MSCI Japan Hedged Equity FundDBJPA--International Large Cap - Value19fund risk0.48%
Global X MSCI Portugal ETFPGALC--Europe20fund risk0%
Global X NASDAQ China Technology ETFQQQCB-Emerging Markets20fund risk0%
WisdomTree Japan Hedged Equity FundDXJA--International Large Cap - Value20fund risk0.48%
Global X Next Emerging & Frontier ETFEMFMF-Emerging Markets20fund risk0%
Global X China Industrials ETFCHIIA++Emerging Markets21fund risk0.65%
Global X MSCI Norway ETFNORWF--Europe21fund risk0.5%
Deutsche X-trackers MSCI Brazil Hedged Equity FundDBBRF-Emerging Markets22fund risk0.6%
Global X MSCI Colombia ETFGXGF-Emerging Markets22fund risk0.75%
Global X FTSE Andean 40 ETFANDA-Emerging Markets23fund risk0.72%
Global X China Materials ETFCHIMA-Emerging Markets24fund risk0.65%
Global X Brazil Mid Cap ETFBRAZD-Emerging Markets27fund risk0.69%
WisdomTree Japan Hedged Financials FundDXJFA--International Large Cap - Value27fund risk0%
Global X Uranium ETFURAF--Pacific ex-Japan30fund risk0.69%
Global X MSCI Nigeria ETFNGEF++Pacific ex-Japan31fund risk0.68%
Global X Copper Miners ETFCOPXB--Pacific ex-Japan33fund risk0.65%
Global X MSCI Greece ETFGREKB--Europe35fund risk0.61%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDA--International Large Cap - Value7fund risk0%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUA-International Small Cap7fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBA++Emerging Markets8fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFEA-Emerging Markets8fund risk0%
WisdomTree Emerging Currency FundCEWD-Emerging Markets9fund risk0.55%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDA+Bond - U.S. Corporate12fund risk0%
Global X Permanent ETFPERMBU.S. Treasury - Long12fund risk0.48%
Global X China Energy ETFCHIEF++Bond - U.S. High Yield19fund risk0.65%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDBU.S. Treasury - Short4fund risk0%
Global X Brazil Consumer ETFBRAQF++Bond - U.S. High Yield33fund risk0.77%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDBBond - U.S. Municipals6fund risk0%
WisdomTree Chinese Yuan FundCYBCBond - U.S. Mortgages6fund risk0.45%
WisdomTree Global Corporate Bond FundCRDTBBond - U.S. Mortgages6fund risk0%
WisdomTree Asia Local Debt FundALDD++Bond - Emerging Market8fund risk0%
Other     
WisdomTree Australia & New Zealand Debt FundAUNZ Other0fund risk0.45%
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%
WisdomTree Indian Rupee FundICN Other0fund risk0.45%
Global X Gold Explorers ETFGLDX Other0fund risk0.65%
Global X GF China Bond ETFCHNB Other0fund risk0%
WisdomTree Korea Hedged Equity FundDXKW 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