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     
Global X Scientific Beta US ETFSCIUB-U.S. Mid Cap10fund risk0%
WisdomTree Earnings 500 FundEPSBU.S. All Cap11fund risk0.28%
WisdomTree LargeCap Value FundEZYCU.S. All Cap11fund risk0.38%
WisdomTree Total Earnings FundEXTAU.S. All Cap11fund risk0.28%
Global X Guru Index ETFGURUCU.S. All Cap12fund risk0.75%
WisdomTree MidCap Earnings FundEZMC-U.S. Small Cap14fund risk0.38%
WisdomTree LargeCap Dividend FundDLNCU.S. Large Cap9fund risk0.28%
WisdomTree Total Dividend FundDTDCU.S. Large Cap10fund risk0.28%
WisdomTree US Dividend Growth FundDGRWBU.S. Large Cap10fund risk0%
U.S. Equities - Growth     
Global X Social Media Index ETFSOCLB+U.S. Large Cap - Growth18fund risk0%
U.S. Equities - Value     
WisdomTree Dividend Ex-Financials FundDTNC-U.S. Mid Cap - Value11fund risk0.38%
Global X | JPMorgan US Sector Rotator Index ETFSCTOCU.S. All Cap - Value11fund risk0%
WisdomTree MidCap Dividend FundDONC-U.S. Mid Cap - Value12fund risk0.38%
Global X Guru Activist Index ETFACTXA+U.S. Micro Cap - Value12fund risk0%
Global X SuperDividend ETFSDIVD-U.S. Mid Cap - Value13fund risk0.58%
WisdomTree SmallCap Dividend FundDESFU.S. Small Cap - Value14fund risk0.38%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSFU.S. Small Cap - Value15fund risk0%
WisdomTree SmallCap Earnings FundEESCU.S. Small Cap - Value16fund risk0.38%
Global X MLP ETFMLPAD-U.S. Mid Cap - Value18fund risk0.47%
Global X Lithium ETFLITA-U.S. Mid Cap - Value19fund risk0.75%
Global X Junior MLP ETFMLPJB-U.S. Mid Cap - Value20fund risk0.81%
Global X MLP & Energy Infrastructure ETFMLPXF-U.S. Mid Cap - Value24fund risk0%
Global X SuperIncome Preferred ETFSPFFC-U.S. Mid Cap - Value7fund risk0.58%
Global SuperDividend US ETFDIVD-U.S. Mid Cap - Value9fund risk0.45%
WisdomTree Equity Income FundDHSD-U.S. Mid Cap - Value9fund risk0.38%
Specialty     
Global X SuperDividend REIT ETFSRETA--U.S. Real Estate13fund risk0%
Global X Silver Miners ETFSILA++Gold49fund risk0%
WisdomTree Managed Futures Strategy FundWDTIF--Commodities6fund risk0.95%
Global & Intl. Equity     
WisdomTree Emerging Markets Local Debt FundELDDEmerging Markets11fund risk0.55%
WisdomTree Global Equity Income FundDEWB--International Large Cap12fund risk0.58%
Global X Scientific Beta Japan ETFSCIJAPacific12fund risk0%
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMDEmerging Markets13fund risk0.65%
WisdomTree United Kingdom Hedged Equity FundDXPSA--International Large Cap13fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDGA--International Large Cap - Growth13fund risk0%
WisdomTree Japan SmallCap Dividend FundDFJAPacific13fund risk0.58%
WisdomTree Global Real Return FundRRFB--International Large Cap - Growth13fund risk0.6%
Global X Guru International Index ETFGURIA++Emerging Markets13fund risk0%
WisdomTree International SmallCap Dividend FundDLSA--International Large Cap14fund risk0.58%
Deutsche X-trackers MSCI EAFE Hedged Equity FundDBEFA--International Large Cap15fund risk0.35%
WisdomTree Global ex-US Real Estate FundDRWB--International Large Cap - Growth15fund risk0.58%
WisdomTree Global ex-U.S. Growth FundDNLB--International Large Cap - Growth15fund risk0.58%
Global X Southeast Asia ETFASEADEmerging Markets15fund risk0.65%
WisdomTree Middle East Dividend FundGULFA-International Large Cap - Growth15fund risk0%
WisdomTree Europe Hedged SmallCap Equity FundEUSCA--International Large Cap - Value15fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJLBEmerging Markets15fund risk0.48%
WisdomTree DEFA FundDWMB--International Large Cap15fund risk0.48%
Global X MSCI Pakistan ETFPAKA--International Large Cap16fund risk0%
Global X YieldCo Index ETFYLCOB-International Small Cap16fund risk0%
WisdomTree International MidCap Dividend FundDIMB--International Large Cap16fund risk0.58%
WisdomTree International LargeCap Dividend FundDOLC--International Large Cap16fund risk0.48%
WisdomTree Germany Hedged Equity FundDXGEA--International Large Cap16fund risk0%
WisdomTree International Dividend Ex-Financials FundDOOD--International Large Cap16fund risk0.58%
WisdomTree Europe Dividend Growth FundEUDGB--Europe16fund risk0%
WisdomTree Europe Hedged Equity FundHEDJA--International Large Cap17fund risk0.58%
WisdomTree Emerging Markets SmallCap Dividend FundDGSAEmerging Markets17fund risk0.63%
Deutsche X-trackers MSCI Germany Hedged Equity FundDBGRA--International Large Cap17fund risk0.47%
WisdomTree DEFA Equity Income FundDTHB--International Large Cap17fund risk0.58%
Global X Scientific Beta Europe ETFSCIDC--Europe17fund risk0%
Global X FTSE Nordic Region ETFGXFF--Europe17fund risk0.5%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEA++Emerging Markets18fund risk0%
Global X China Consumer ETFCHIQAEmerging Markets18fund risk0.65%
WisdomTree India Earnings FundEPIAEmerging Markets18fund risk0.84%
WisdomTree Emerging Markets Equity Income FundDEMCEmerging Markets18fund risk0.63%
Global X MSCI SuperDividend Emerging Markets ETFSDEMAEmerging Markets18fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCGCEmerging Markets18fund risk0%
WisdomTree Australia Dividend FundAUSEA-Pacific ex-Japan18fund risk0.58%
Global X MSCI Argentina ETFARGTAEmerging Markets19fund risk0.74%
Global X Fertilizers/Potash ETFSOILB--International Large Cap - Value19fund risk0.69%
WisdomTree Emerging Markets Dividend Growth FundDGREDEmerging Markets19fund risk0%
WisdomTree Europe SmallCap Dividend FundDFEB--Europe19fund risk0.58%
Global X China Financials ETFCHIXCEmerging Markets20fund risk0.65%
WisdomTree Japan Hedged Dividend Growth FundJHDGBPacific20fund risk0%
WisdomTree Brazilian Real FundBZFAEmerging Markets20fund risk0.45%
Global X MSCI Portugal ETFPGALB--Europe20fund risk0%
WisdomTree Japan Hedged Real Estate FundDXJRFPacific20fund risk0%
Global X China Energy ETFCHIEAEmerging Markets20fund risk0.65%
Global X Next Emerging & Frontier ETFEMFMFEmerging Markets20fund risk0%
Global X NASDAQ China Technology ETFQQQCBEmerging Markets20fund risk0%
WisdomTree Japan Hedged SmallCap Equity FundDXJSAPacific21fund risk0%
Global X MSCI Norway ETFNORWC--Europe22fund risk0.5%
Deutsche X-trackers MSCI Japan Hedged Equity FundDBJPCPacific22fund risk0.48%
Deutsche X-trackers MSCI Brazil Hedged Equity FundDBBRCEmerging Markets23fund risk0.6%
WisdomTree Japan Hedged Equity FundDXJAPacific23fund risk0.48%
Global X MSCI Colombia ETFGXGFEmerging Markets23fund risk0.75%
Global X FTSE Andean 40 ETFANDAEmerging Markets23fund risk0.72%
Global X China Materials ETFCHIMAEmerging Markets26fund risk0.65%
Global X Brazil Mid Cap ETFBRAZAEmerging Markets28fund risk0.69%
Global X Uranium ETFURAA-Pacific ex-Japan30fund risk0.69%
WisdomTree Japan Hedged Financials FundDXJFAPacific31fund risk0%
Global X MSCI Nigeria ETFNGEF-Pacific ex-Japan31fund risk0.68%
Global X Brazil Consumer ETFBRAQAEmerging Markets34fund risk0.77%
Global X Copper Miners ETFCOPXA-Pacific ex-Japan35fund risk0.65%
Global X MSCI Greece ETFGREKC--Europe36fund risk0.61%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUA-International Small Cap7fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDA--Europe8fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBA++Emerging Markets8fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFEAEmerging Markets8fund risk0%
WisdomTree Emerging Currency FundCEWDEmerging Markets9fund risk0.55%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDABond - U.S. Corporate13fund risk0%
Global X Permanent ETFPERMCBond - U.S. Mortgages13fund risk0.48%
Global X China Industrials ETFCHIIA++Bond - U.S. High Yield25fund risk0.65%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDBU.S. Treasury - Short5fund risk0%
WisdomTree Chinese Yuan FundCYBCBond - U.S. Mortgages6fund risk0.45%
WisdomTree Global Corporate Bond FundCRDTBBond - U.S. Mortgages6fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDBBond - U.S. Municipals8fund 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