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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.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
Vanguard Energy ETFVDE Other0fund risk0.14%
US Cash / Money MarketUSCASH Other0fund risk0%
iShares Intermediate Credit Bond ETFCIU Other0fund risk0.2%
iShares 1-3 Year Credit Bond ETFCSJ Other0fund risk0.2%
WisdomTree SmallCap Dividend FundDES Other0fund risk0.38%
WisdomTree Global Equity Income FundDEW Other0fund risk0.58%
WisdomTree Europe SmallCap Dividend FundDFE Other0fund risk0.58%
WisdomTree Japan SmallCap Dividend FundDFJ Other0fund risk0.58%
WisdomTree Equity Income FundDHS Other0fund risk0.38%
WisdomTree International MidCap Dividend FundDIM Other0fund risk0.58%
WisdomTree LargeCap Dividend FundDLN Other0fund risk0.28%
WisdomTree International SmallCap Dividend FundDLS Other0fund risk0.58%
WisdomTree Global ex-U.S. Growth FundDNL Other0fund risk0.58%
WisdomTree International LargeCap Dividend FundDOL Other0fund risk0.48%
WisdomTree MidCap Dividend FundDON Other0fund risk0.38%
WisdomTree International Dividend Ex-Financials FundDOO Other0fund risk0.58%
WisdomTree Total Dividend FundDTD Other0fund risk0.28%
WisdomTree DEFA Equity Income FundDTH Other0fund risk0.58%
WisdomTree Dividend Ex-Financials FundDTN Other0fund risk0.38%
WisdomTree DEFA FundDWM Other0fund risk0.48%
WisdomTree Japan Hedged Equity FundDXJ Other0fund risk0.48%
WisdomTree SmallCap Earnings FundEES Other0fund risk0.38%
WisdomTree Earnings 500 FundEPS Other0fund risk0.28%
WisdomTree Total Earnings FundEXT Other0fund risk0.28%
WisdomTree MidCap Earnings FundEZM Other0fund risk0.38%
iShares S&P GSCI Commodity Indexed TrustGSG Other0fund risk0.75%
iShares Core U.S. Value ETFIUSV Other0fund risk0.25%
iShares Core U.S. Growth ETFIUSG Other0fund risk0.25%
WisdomTree Asia Local Debt FundALD Other0fund risk0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCD Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Industrials ETFRGI Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHS Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight ETFRSP Other0fund risk0.4%
Guggenheim S&P 500 Equal Weight Materials ETFRTM Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Energy ETFRYE Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Financials ETFRYF Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYH Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Technology ETFRYT Other0fund risk0.5%
Guggenheim S&P 500 Equal Weight Utilities ETFRYU Other0fund risk0.5%
Vanguard Materials ETFVAW Other0fund risk0.14%
Vanguard Small-Cap Growth ETFVBK Other0fund risk0.09%
Vanguard Small-Cap Value ETFVBR Other0fund risk0.09%
Vanguard Consumer Discretionary ETFVCR Other0fund risk0.14%
Vanguard Consumer Staples ETFVDC Other0fund risk0.14%
Vanguard Financials ETFVFH Other0fund risk0.14%
Vanguard Information Technology ETFVGT Other0fund risk0.14%
Vanguard Health Care ETFVHT Other0fund risk0.14%
Vanguard Dividend Appreciation ETFVIG Other0fund risk0.1%
Vanguard Industrials ETFVIS Other0fund risk0.14%
Vanguard Telecommunication Services ETFVOX Other0fund risk0.14%
Vanguard Utilities ETFVPU Other0fund risk0.14%
Vanguard Total Stock Market ETFVTI Other0fund risk0.05%
Vanguard FTSE Emerging Markets ETFVWO Other0fund risk0.15%
ETFS Gold TrustSGOL Other0fund risk0.39%
ETFS Physical Silver SharesSIVR Other0fund risk0.45%
IQ Merger Arbitrage ETFMNA Other0fund risk0.75%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAI Other0fund risk0.75%
iShares Core Aggressive Allocation ETFAOA Other0fund risk0.11%
iShares Core Conservative Allocation ETFAOK Other0fund risk0.11%
iShares Core Growth Allocation ETFAOR Other0fund risk0.11%
iShares Core Moderate Allocation FundAOM Other0fund risk0.11%
iShares National Muni Bond ETFMUB Other0fund risk0.25%
Oppenheimer Large Cap Revenue ETFRWL Other0fund risk0.49%
Oppenheimer Mid Cap Revenue ETFRWK Other0fund risk0.54%
Oppenheimer Small Cap Revenue ETFRWJ Other0fund risk0.54%
Vanguard FTSE Developed Markets ETFVEA Other0fund risk0.09%
Vanguard FTSE All World ex-US Small-Cap ETFVSS Other0fund risk0.2%
Vanguard Total Bond Market ETFBND Other0fund risk0.08%
Vanguard Total World Stock ETFVT Other0fund risk0.18%
WisdomTree Brazilian Real FundBZF Other0fund risk0.45%
WisdomTree Chinese Yuan FundCYB Other0fund risk0.45%
WisdomTree Emerging Markets SmallCap Dividend FundDGS Other0fund risk0.63%
WisdomTree Emerging Markets Equity Income FundDEM Other0fund risk0.63%
WisdomTree India Earnings FundEPI Other0fund risk0.84%
WisdomTree Europe Hedged Equity FundHEDJ Other0fund risk0.58%
WisdomTree Global ex-US Real Estate FundDRW Other0fund risk0.58%
WisdomTree Middle East Dividend FundGULF Other0fund risk0%
PIMCO Intermediate Municipal Bond Exchange-Traded FundMUNI Other0fund risk0.35%
PIMCO Short Term Municipal Bond Exchange-Traded FundSMMU Other0fund risk0.35%
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded FundSTPZ Other0fund risk0.2%
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundLTPZ Other0fund risk0.21%
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZ Other0fund risk0.16%
WisdomTree Emerging Markets Local Debt FundELD Other0fund risk0.55%
IQ Global Resources ETFGRES Other0fund risk0.75%
iShares 10+ Year Credit Bond ETFCLY Other0fund risk0.2%
PIMCO Enhanced Short Maturity Exchange-Traded FundMINT Other0fund risk0.35%
Vanguard Mortgage-Backed Securities ETFVMBS Other0fund risk0%
WisdomTree Emerging Currency FundCEW Other0fund risk0.55%
WisdomTree Australia Dividend FundAUSE Other0fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJL Other0fund risk0.48%
Pimco Total Return ETFBOND Other0fund risk0.56%
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORP Other0fund risk0.2%
WisdomTree Emerging Markets Corporate Bond FundEMCB Other0fund risk0%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEM Other0fund risk0.6%
iShares Floating Rate Bond ETFFLOT Other0fund risk0.2%
ETFS Physical Precious Metal Basket SharesGLTR Other0fund risk0.6%
Global X Guru Index ETFGURU Other0fund risk0.75%
Arrow Dow Jones Global Yield ETFGYLD Other0fund risk0.75%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded FundHYS Other0fund risk0.55%
Direxion All Cap Insider Sentiment SharesKNOW Other0fund risk0.65%
Global X MLP ETFMLPA Other0fund risk0.47%
Direxion NASDAQ 100 Equal Weighted Index SharesQQQE Other0fund risk0.35%
IQ US Real Estate Small Cap ETFROOF Other0fund risk0.69%
Global X SuperDividend ETFSDIV Other0fund risk0.58%
Global X SuperIncome Preferred ETFSPFF Other0fund risk0.58%
iShares 0-5 Year TIPS Bond ETFSTIP Other0fund risk0.2%
Vanguard S&P 500 ETFVOO Other0fund risk0.05%
iShares Core S&P Total U.S. Stock Market ETFITOT Other0fund risk0.07%
iShares Core MSCI Total International Stock ETFIXUS Other0fund risk0.05%
iShares Core 1-5 Year USD Bond ETFISTB Other0fund risk0.12%
iShares Core Long-Term US Bond ETFILTB Other0fund risk0.12%
Vanguard Total International Bond ETFBNDX Other0fund risk0%
WisdomTree US Dividend Growth FundDGRW Other0fund risk0%
Global SuperDividend US ETFDIV Other0fund risk0.45%
WisdomTree Japan Hedged SmallCap Equity FundDXJS Other0fund risk0%
iBonds Mar 2020 Term Corporate ex-Financials ETFIBCD Other0fund risk0.1%
iBonds Mar 2023 Term Corporate ex-Financials ETFIBCE Other0fund risk0.1%
iBonds Mar 2020 Term Corporate ETFIBDC Other0fund risk0.07%
iBonds Mar 2023 Term Corporate ETFIBDD Other0fund risk0.07%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSK Other0fund risk0.65%
Vanguard Emerging Markets Government Bond ETFVWOB Other0fund risk0%
Chart Acquisition CorpCACG Other0fund risk0%
iShares Core MSCI Europe ETFIEUR Other0fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGRE Other0fund risk0%
WisdomTree International Hedged Dividend Growth FundIHDG Other0fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGND Other0fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZD Other0fund risk0%
WisdomTree U.S. SmallCap Dividend Growth FundDGRS Other0fund risk0%
WisdomTree Germany Hedged Equity FundDXGE Other0fund risk0%
WisdomTree Japan Hedged Financials FundDXJF Other0fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFE Other0fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCG Other0fund risk0%
Global X Next Emerging & Frontier ETFEMFM Other0fund risk0%
WisdomTree Europe Dividend Growth FundEUDG Other0fund risk0%
WisdomTree Europe Hedged SmallCap Equity FundEUSC Other0fund risk0%
IQ 50 Percent Hedged FTSE Europe ETFHFXE Other0fund risk0%
IQ 50 Percent Hedged FTSE International ETFHFXI Other0fund risk0%
IQ 50 Percent Hedged FTSE Japan ETFHFXJ Other0fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYND Other0fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZD Other0fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDG Other0fund risk0%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEM Other0fund risk0%
JPMorgan Diversified Return Global Equity ETFJPGE Other0fund risk0%
Diversified Return International Equity ETFJPIN Other0fund risk0%
Global X MLP & Energy Infrastructure ETFMLPX Other0fund risk0%
Global X Scientific Beta Europe ETFSCID Other0fund risk0%
Global X Scientific Beta Japan ETFSCIJ Other0fund risk0%
Global X Scientific Beta US ETFSCIU Other0fund risk0%
Global X | JPMorgan US Sector Rotator Index ETFSCTO Other0fund risk0%
Global X MSCI SuperDividend Emerging Markets ETFSDEM Other0fund risk0%
Global X SuperDividend REIT ETFSRET Other0fund risk0%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDU Other0fund risk0%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOE Other0fund risk0%
Global X SuperDividend Alternatives ETFALTY Other0fund risk0%
Global X Scientific Beta Asia ex-Japan ETFSCIX Other0fund risk0%
WisdomTree China ex-State-Owned Enterprises FundCXSE Other0fund risk0%
Vanguard Tax-Exempt Bond ETFVTEB Other0fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGY Other0fund risk0%
iShares Commodities Select Strategy ETFCOMT Other0fund risk0%
Legg Mason Developed EX-US Diversified Core ETFDDBI Other0fund risk0%
WisdomTree Dynamic Currency Hedged International Equity FundDDWM Other0fund risk0%
Reality Shares DIVS Exchange-Traded FundDIVY Other0fund risk0%
Arrow DWA Tactical ETFDWAT Other0fund risk0%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMC Other0fund risk0%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWRE Other0fund risk0%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSC Other0fund risk0%
Guggenheim S&P High Income Infrastructure ETFGHII Other0fund risk0%
Guggenheim Total Return ETFGTO Other0fund risk0%
iShares Core International Aggregate Bond ETFIAGG Other0fund risk0%
iBonds Dec 2018 Term Corporate ETFIBDH Other0fund risk0%
iBonds Dec 2019 Term Corporate ETFIBDK Other0fund risk0%
iBonds Dec 2020 Term Corporate ETFIBDL Other0fund risk0%
iBonds Dec 2021 Term Corporate ETFIBDM Other0fund risk0%
iBonds Dec 2022 Term Corporate ETFIBDN Other0fund risk0%
iBonds Dec 2023 Term Corporate ETFIBDO Other0fund risk0%
iBonds Dec 2024 Term Corporate ETFIBDP Other0fund risk0%
iBonds Dec 2025 Term Corporate ETFIBDQ Other0fund risk0%
iShares iBonds Sep 2018 AMT-Free Muni Bond ETFIBMG Other0fund risk0%
iShares iBonds Sep 2019 AMT-Free Muni Bond ETFIBMH Other0fund risk0%
iBonds Sep 2020 Term Muni Bond ETFIBMI Other0fund risk0%
iBonds Dec 2021 Term Muni Bond ETFIBMJ Other0fund risk0%
iBonds Dec 2022 Term Muni Bond ETFIBMK Other0fund risk0%
iShares Core MSCI Pacific ETFIPAC Other0fund risk0%
iShares Core Total USD Bond Market ETFIUSB Other0fund risk0%
John Hancock Multifactor Materials ETFJHMA Other0fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMC Other0fund risk0%
John Hancock Multifactor Energy ETFJHME Other0fund risk0%
John Hancock Multifactor Financials ETFJHMF Other0fund risk0%
John Hancock Multifactor Healthcare ETFJHMH Other0fund risk0%
John Hancock Multifactor Industrials ETFJHMI Other0fund risk0%
John Hancock Multifactor Large Cap ETFJHML Other0fund risk0%
John Hancock Multifactor Mid Cap ETFJHMM Other0fund risk0%
John Hancock Multifactor Consumer Staples ETFJHMS Other0fund risk0%
John Hancock Multifactor Technology ETFJHMT Other0fund risk0%
John Hancock Multifactor Utilities ETFJHMU Other0fund risk0%
JPMorgan Diversified Return Europe Currency Hedged ETFJPEH Other0fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEU Other0fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIH Other0fund risk0%
JPMorgan Diversified Return US Equity ETFJPUS Other0fund risk0%
Janus Small/Mid Cap Growth Alpha ETFJSMD Other0fund risk0%
Janus Small Cap Growth Alpha ETFJSML Other0fund risk0%
PIMCO Low Duration Exchange-Traded FundLDUR Other0fund risk0%
Reality Shares DIVCON Leaders Dividend ETFLEAD Other0fund risk0%
Legg Mason Low Volatility High Dividend ETFLVHD Other0fund risk0%
iShares Short Maturity Municipal Bond ETFMEAR Other0fund risk0%
iShares Short Maturity Bond ETFNEAR Other0fund risk0%
Oppenheimer Ultra Dividend Revenue ETFRDIV Other0fund risk0%
iShares Global REIT ETFREET Other0fund risk0%
iShares 0-5 Year High Yield Corporate Bond ETFSHYG Other0fund risk0%
iShares 0-5 Year Investment Grade Corporate Bond ETFSLQD Other0fund risk0%
Vanguard International Dividend Appreciation ETFVIGI Other0fund risk0%
Vanguard International High Dividend Yield ETFVYMI Other0fund risk0%
IQ Enhanced Core Bond U.S. ETFAGGE Other0fund risk0%
IQ Enhanced Core Plus Bond U.S. ETFAGGP Other0fund risk0%
Global X S&P 500 Catholic Values ETFCATH Other0fund risk0%
iShares Fallen Angels USD Bond ETFFALN Other0fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPME Other0fund risk0%
Global X Conscious Companies ETFKRMA Other0fund risk0%
Legg Mason International Low Volatility High Dividend ETFLVHI Other0fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGL Other0fund risk0%
American Customer Satisfaction Core Alpha ETFACSI Other0fund risk0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGF Other0fund risk0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLV Other0fund risk0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMD Other0fund risk0%
J P Morgan Chase & Co ETFJPHF Other0fund risk0%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSE Other0fund risk0%
JPMorgan Disciplined HY ETFJPHY Other0fund risk0%
Janus Henderson Short Duration Income ETFVNLA Other0fund risk0%
ETFS Blm All Cm ShsBCI Other0fund risk0%
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSML Other0fund risk0%
Inference CorpINFR Other0fund risk0%
JH Multi Sml Cp ShsJHSC Other0fund risk0%
JP Morgan ETF Shs of Benef Interest Global Bond Opportunities FundJPGB Other0fund risk0%
JP Morgan ETF Shs Ultra Short Income FundJPST Other0fund risk0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Intl Equity FundMFDX Other0fund risk0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Emerging Mkts Equity FundMFEM Other0fund risk0%
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor US Equity FundMFUS Other0fund risk0%
NuShs Enh Yd US ShsNUAG Other0fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG International Developed Markets Equity FundNUDM Other0fund risk0%
NuShrs ETF Trst Shs of Benef Interest ESG Emerging Markets Equity FundNUEM Other0fund risk0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Large-Cap ValueNULV Other0fund risk0%
NuShrs ETF Trst ShsNUSA Other0fund risk0%
NuShrs ETF Trst Shs of Benef Interest NuShares ESG Small-CapNUSC Other0fund risk0%
WT US Qlt Shldr Shs of Benef InterestQSY Other0fund risk0%
iSh Cor US REIT ShsUSRT Other0fund risk0%
WT Mngd Fut Stg ShsWTMF Other0fund risk0%
Reality Shares Nasdaq NextGen Economy ETFBLCN Other0fund risk0%
Direxion Auspice Broad Commodity Strategy ETFCOM Other0fund risk0%
USAA MSCI Emerging Markets Value Momentum Blend Index ETFUEVM Other0fund risk0%
USAA Core Intermediate-Term Bond ETFUITB Other0fund risk0%
USAA MSCI International Value Momentum Blend Index ETFUIVM Other0fund risk0%
USAA MSCI USA Value Momentum Blend Index ETFULVM Other0fund risk0%
iShares TrustUSHY Other0fund risk0%
USAA Core Short-Term Bond ETFUSTB Other0fund risk0%
USAA MSCI USA Small Cap Value Momentum Blend Index ETFUSVM Other0fund risk0%
Vanguard Wellington FundVFLQ Other0fund risk0%
Vanguard Wellington FundVFMF Other0fund risk0%
Vanguard Wellington FundVFMO Other0fund risk0%
Vanguard Wellington FundVFMV Other0fund risk0%
Vanguard Wellington FundVFQY Other0fund risk0%
Vanguard Wellington FundVFVA Other0fund risk0%
iShares iBonds Dec 2026 Term Corporate ETFIBDR Other0fund risk0%
iShares iBonds Dec 2027 Term Corporate ETFIBDS Other0fund risk0%
iShares TrustIBML Other0fund risk0%
iShares TrustIBMM Other0fund risk0%
iShares Core 5-10 Year USD Bond ETFIMTB Other0fund risk0%
iShares TrustLLQD Other0fund risk0%
iShares TrustMLQD Other0fund risk0%
NuShares ESG U.S. Aggregate Bond ETFNUBD Other0fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNULG Other0fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNUMG Other0fund risk0%
NuShares Enhanced Yield US Aggregate Bond ETFNUMV Other0fund risk0%
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