E*TRADE Commission-Free ETF Program

Portfolios Funds Ratings Plan Information

Send me updates

Share this plan

PLAN FUNDS

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]

Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Global X Guru Index ETF	GURU	C	U.S. All Cap	10	0.75%
Arrow DWA Tactical ETF	DWAT	D	U.S. Large Cap	11	0%
WisdomTree MidCap Earnings Fund	EZM	C--	U.S. Small Cap	12	0.38%
WisdomTree Germany Hedged Equity Fund	DXGE	C	U.S. All Cap	13	0%
Oppenheimer Mid Cap Revenue ETF	RWK	C--	U.S. Small Cap	13	0.54%
WisdomTree Japan Hedged SmallCap Equity Fund	DXJS	A	U.S. All Cap	14	0%
WisdomTree Japan Hedged Real Estate Fund	DXJR	C	U.S. All Cap	15	0%
WisdomTree Japan Hedged Equity Fund	DXJ	A	U.S. All Cap	16	0.48%
Janus Velocity Tail Risk Hedged Large Cap ETF	TRSK	B	U.S. All Cap	7	0.65%
WisdomTree LargeCap Dividend Fund	DLN	D	U.S. Large Cap	8	0.28%
WisdomTree US Dividend Growth Fund	DGRW	B	U.S. Large Cap	8	0%
WisdomTree Total Dividend Fund	DTD	D	U.S. Large Cap	8	0.28%
Global X Scientific Beta US ETF	SCIU	B-	U.S. Mid Cap	8	0%
WisdomTree Earnings 500 Fund	EPS	B	U.S. All Cap	8	0.28%
Oppenheimer Large Cap Revenue ETF	RWL	C	U.S. All Cap	9	0.49%
Global X S&P 500 Catholic Values ETF	CATH	B	U.S. All Cap	9	0%
Janus Velocity Volatility Hedged Large Cap ETF	SPXH	B	U.S. All Cap	9	0.65%
WisdomTree Total Earnings Fund	EXT	A	U.S. All Cap	9	0.28%
Guggenheim S&P 500 Equal Weight ETF	RSP	C-	U.S. Mid Cap	9	0.4%
JPMorgan Diversified Return U.S. Mid Cap Equity ETF	JPME	A-	U.S. Mid Cap	9	0%
WisdomTree LargeCap Value Fund	EZY	C	U.S. All Cap	10	0.38%
U.S. Equities - Growth
Guggenheim S&P 500 Equal Weight Healthcare ETF	RYH	C+	U.S. All Cap - Growth	12	0.5%
Guggenheim S&P 500 Equal Weight Technology ETF	RYT	B+	U.S. All Cap - Growth	12	0.5%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETF	RCD	F	U.S. Mid Cap - Growth	12	0.5%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF	QAI	D++	U.S. Large Cap - Growth	3	0.75%
IQ Merger Arbitrage ETF	MNA	A	U.S. Mid Cap - Growth	4	0.75%
Guggenheim S&P 500 Equal Weight Consumer Staples ETF	RHS	F++	U.S. Large Cap - Growth	10	0.5%
U.S. Equities - Value
WisdomTree MidCap Dividend Fund	DON	C--	U.S. Mid Cap - Value	10	0.38%
Arrow Dow Jones Global Yield ETF	GYLD	D--	U.S. Mid Cap - Value	11	0.75%
Global X SuperDividend ETF	SDIV	C--	U.S. Mid Cap - Value	11	0.58%
Guggenheim S&P 500 Equal Weight Industrials ETF	RGI	A-	U.S. All Cap - Value	12	0.5%
Global X Guru Activist Index ETF	ACTX	A-	U.S. Mega Cap - Value	12	0%
Guggenheim S&P MidCap 400 Equal Weight ETF	EWMC	B--	U.S. Small Cap - Value	12	0%
Oppenheimer Ultra Dividend Revenue ETF	RDIV	F--	U.S. Mid Cap - Value	12	0%
WisdomTree SmallCap Dividend Fund	DES	D--	U.S. Small Cap - Value	13	0.38%
WisdomTree U.S. SmallCap Dividend Growth Fund	DGRS	D--	U.S. Small Cap - Value	14	0%
Guggenheim S&P High Income Infrastructure ETF	GHII	B--	U.S. Mid Cap - Value	14	0%
Guggenheim S&P 500 Equal Weight Materials ETF	RTM	B--	U.S. Mid Cap - Value	14	0.5%
WisdomTree SmallCap Earnings Fund	EES	B--	U.S. Small Cap - Value	14	0.38%
Guggenheim S&P SmallCap 600 Equal Weight ETF	EWSC	D-	U.S. Micro Cap - Value	14	0%
Global X MLP ETF	MLPA	F--	U.S. Mid Cap - Value	15	0.47%
Oppenheimer Small Cap Revenue ETF	RWJ	D--	U.S. Small Cap - Value	16	0.54%
Global X Junior MLP ETF	MLPJ	F--	U.S. Mid Cap - Value	18	0.81%
Guggenheim S&P 500 Equal Weight Financials ETF	RYF	D-	U.S. Mega Cap - Value	33	0.5%
Global X SuperIncome Preferred ETF	SPFF	D--	U.S. Mid Cap - Value	6	0.58%
WisdomTree Equity Income Fund	DHS	D--	U.S. Mid Cap - Value	8	0.38%
Global X \| JPMorgan US Sector Rotator Index ETF	SCTO	B-	U.S. Large Cap - Value	9	0%
Global SuperDividend US ETF	DIV	C--	U.S. Mid Cap - Value	9	0.45%
WisdomTree Dividend Ex-Financials Fund	DTN	C--	U.S. Mid Cap - Value	9	0.38%
WisdomTree Global Equity Income Fund	DEW	B--	U.S. Mid Cap - Value	9	0.58%
Specialty
ETFS Gold Trust	SGOL	C+	Gold	11	0.39%
Global X SuperDividend REIT ETF	SRET	A--	U.S. Real Estate	12	0%
Guggenheim S&P 500 Equal Weight Real Estate ETF	EWRE	B--	U.S. Real Estate	13	0%
Guggenheim S&P 500 Equal Weight Utilities ETF	RYU	A--	U.S. Real Estate	13	0.5%
ETFS Physical Precious Metal Basket Shares	GLTR	D+	Gold	14	0.6%
IQ US Real Estate Small Cap ETF	ROOF	A--	U.S. Real Estate	14	0.69%
Global X MLP & Energy Infrastructure ETF	MLPX	A--	Commodities	20	0%
ETFS Physical Silver Shares	SIVR	F+	Gold	20	0.45%
Guggenheim S&P 500 Equal Weight Energy ETF	RYE	F--	Commodities	23	0.5%
WisdomTree Managed Futures Strategy Fund	WDTI	F--	Commodities	5	0.95%
Global & Intl. Equity
WisdomTree DEFA Fund	DWM	B+	International Large Cap	10	0.48%
WisdomTree Japan SmallCap Dividend Fund	DFJ	A+	Pacific	10	0.58%
WisdomTree United Kingdom Hedged Equity Fund	DXPS	B+	Emerging Markets	11	0%
WisdomTree International MidCap Dividend Fund	DIM	A+	International Large Cap	11	0.58%
WisdomTree International LargeCap Dividend Fund	DOL	C+	International Large Cap	11	0.48%
WisdomTree International Dividend Ex-Financials Fund	DOO	D+	International Large Cap	11	0.58%
IQ 50 Percent Hedged FTSE Japan ETF	HFXJ	A+	Pacific	11	0%
Global X Scientific Beta Europe ETF	SCID	A++	Europe	11	0%
Global X Scientific Beta Asia ex-Japan ETF	SCIX	A-	Pacific ex-Japan	11	0%
WisdomTree DEFA Equity Income Fund	DTH	C+	International Large Cap	11	0.58%
WisdomTree Global ex-U.S. Growth Fund	DNL	A+	Emerging Markets	11	0.58%
IQ Global Resources ETF	GRES	F+	Emerging Markets	11	0.75%
WisdomTree Europe Hedged SmallCap Equity Fund	EUSC	A+	International Large Cap	12	0%
WisdomTree Europe Dividend Growth Fund	EUDG	A+	International Large Cap - Growth	12	0%
IQ 50 Percent Hedged FTSE International ETF	HFXI	A+	International Large Cap	12	0%
WisdomTree Global ex-US Real Estate Fund	DRW	A+	Emerging Markets	12	0.58%
WisdomTree Asia-Pacific ex-Japan Fund	AXJL	B+	Emerging Markets	12	0.48%
WisdomTree Europe Hedged Equity Fund	HEDJ	B+	International Large Cap	12	0.58%
WisdomTree Europe SmallCap Dividend Fund	DFE	A++	Europe	12	0.58%
IQ 50 Percent Hedged FTSE Europe ETF	HFXE	A	International Large Cap - Value	13	0%
Guggenheim MSCI Emerging Markets Equal Weight ETF	EWEM	A+	Emerging Markets	13	0.6%
WisdomTree Middle East Dividend Fund	GULF	D+	Emerging Markets	13	0%
Global X Guru International Index ETF	GURI	B++	Emerging Markets	13	0%
WisdomTree Emerging Markets SmallCap Dividend Fund	DGS	B+	Emerging Markets	14	0.63%
JPMorgan Diversified Return Emerging Markets Equity ETF	JPEM	D+	Emerging Markets	14	0%
WisdomTree Emerging Markets Equity Income Fund	DEM	D+	Emerging Markets	15	0.63%
Global X MSCI SuperDividend Emerging Markets ETF	SDEM	C+	Emerging Markets	15	0%
WisdomTree Australia Dividend Fund	AUSE	B-	Pacific ex-Japan	15	0.58%
WisdomTree India Earnings Fund	EPI	A+	Emerging Markets	16	0.84%
WisdomTree Emerging Markets Dividend Growth Fund	DGRE	D+	Emerging Markets	16	0%
WisdomTree China ex-State-Owned Enterprises Fund	CXSE	A+	Emerging Markets	16	0%
WisdomTree Emerging Markets Consumer Growth Fund	EMCG	C+	Emerging Markets	17	0%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	XSOE	A++	Emerging Markets	17	0%
Global X Next Emerging & Frontier ETF	EMFM	C+	Emerging Markets	18	0%
WisdomTree Brazilian Real Fund	BZF	F+	Emerging Markets	20	0.45%
WisdomTree Japan Hedged Financials Fund	DXJF	A	International Large Cap - Value	23	0%
WisdomTree Emerging Markets Corporate Bond Fund	EMCB	B++	Emerging Markets	7	0%
WisdomTree Emerging Currency Fund	CEW	C+	Emerging Markets	8	0.55%
Global X \| JPMorgan Efficiente Index ETF	EFFE	B+	Emerging Markets	8	0%
WisdomTree Global Real Return Fund	RRF	C+	Emerging Markets	8	0.6%
JPMorgan Diversified Return Global Equity ETF	JPGE	B+	International Large Cap - Growth	9	0%
WisdomTree Emerging Markets Local Debt Fund	ELD	C+	Emerging Markets	9	0.55%
Diversified Return International Equity ETF	JPIN	B+	International Large Cap - Growth	9	0%
WisdomTree International Hedged Dividend Growth Fund	IHDG	A+	International Large Cap - Growth	10	0%
WisdomTree International SmallCap Dividend Fund	DLS	A+	International Large Cap	10	0.58%
WisdomTree Dynamic Currency Hedged International Equity Fund	DDWM	A	International Large Cap - Value	10	0%
Global X Scientific Beta Japan ETF	SCIJ	A+	Pacific	10	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Global X Permanent ETF	PERM	B+	U.S. Treasury - Long	11	0.48%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration Fund	HYND	A	U.S. Treasury - Intermediate / Long	11	0%
WisdomTree Japan Hedged Dividend Growth Fund	JHDG	A	U.S. Treasury - Short	13	0%
IQ Enhanced Core Plus Bond U.S. ETF	AGGP	B	U.S. Treasury - Intermediate / Long	4	0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund	AGZD	B	U.S. Treasury - Short	4	0%
IQ Enhanced Core Bond U.S. ETF	AGGE	C	U.S. Treasury - Intermediate	4	0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund	AGGY	B	U.S. Treasury - Intermediate	4	0%
Guggenheim Total Return ETF	GTO	A	Bond - Multi Sector	5	0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration Fund	AGND	B+	Bond - U.S. Municipals	6	0%
WisdomTree Chinese Yuan Fund	CYB	B+	Bond - U.S. Mortgages	6	0.45%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund	HYZD	A++	Bond - U.S. High Yield	7	0%
WisdomTree Bloomberg U.S. Dollar Bullish Fund	USDU	D	U.S. Treasury - Short	7	0%
WisdomTree Global Corporate Bond Fund	CRDT	A	U.S. Treasury - Intermediate / Long	7	0%
WisdomTree Asia Local Debt Fund	ALD	C+	Bond - Emerging Market	7	0%
Other
Global X SuperDividend Alternatives ETF	ALTY		Other	0	0%
John Hancock Multifactor Materials ETF	JHMA		Other	0	0%
John Hancock Multifactor Consumer Discretionary ETF	JHMC		Other	0	0%
John Hancock Multifactor Energy ETF	JHME		Other	0	0%
John Hancock Multifactor Financials ETF	JHMF		Other	0	0%
John Hancock Multifactor Healthcare ETF	JHMH		Other	0	0%
John Hancock Multifactor Industrials ETF	JHMI		Other	0	0%
John Hancock Multifactor Large Cap ETF	JHML		Other	0	0%
John Hancock Multifactor Mid Cap ETF	JHMM		Other	0	0%
John Hancock Multifactor Consumer Staples ETF	JHMS		Other	0	0%
John Hancock Multifactor Technology ETF	JHMT		Other	0	0%
John Hancock Multifactor Utilities ETF	JHMU		Other	0	0%
JPMorgan Diversified Return Europe Currency Hedged ETF	JPEH		Other	0	0%
JPMorgan Diversified Return Europe Equity ETF	JPEU		Other	0	0%
JPMorgan Diversified Return International Currency Hedged ETF	JPIH		Other	0	0%
JPMorgan Diversified Return US Equity ETF	JPUS		Other	0	0%
Global X Conscious Companies ETF	KRMA		Other	0	0%

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