E*TRADE Commission-Free ETF Program

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PLAN FUNDS

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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.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
Guggenheim S&P 500 Equal Weight ETF	RSP	C	U.S. Mid Cap	11	0.4%
John Hancock Multifactor Large Cap ETF	JHML	C	U.S. All Cap	11	0%
Global X Conscious Companies ETF	KRMA	B	U.S. All Cap	11	0%
Arrow DWA Tactical ETF	DWAT	C	U.S. Large Cap	11	0%
Global X Guru Index ETF	GURU	B	U.S. Mid Cap	11	0.75%
John Hancock Multifactor Mid Cap ETF	JHMM	C	U.S. Mid Cap	11	0%
WisdomTree US Dividend Growth Fund	DGRW	C	U.S. Large Cap	11	0%
JPMorgan Diversified Return U.S. Small Cap Equity ETF	JPSE	C-	U.S. Small Cap	11	0%
WisdomTree Earnings 500 Fund	EPS	C	U.S. Large Cap	12	0.28%
John Hancock Multifactor Healthcare ETF	JHMH	D	U.S. All Cap	12	0%
John Hancock Multifactor Consumer Discretionary ETF	JHMC	B	U.S. Mid Cap	12	0%
WisdomTree MidCap Earnings Fund	EZM	C-	U.S. Small Cap	12	0.38%
Global X S&P 500 Catholic Values ETF	CATH	C	U.S. Large Cap	12	0%
Guggenheim S&P 500 Equal Weight Industrials ETF	RGI	B	U.S. Mid Cap	13	0.5%
Oppenheimer Mid Cap Revenue ETF	RWK	D-	U.S. Small Cap	13	0.54%
John Hancock Multifactor Industrials ETF	JHMI	A	U.S. Mid Cap	13	0%
Guggenheim S&P 500 Equal Weight Materials ETF	RTM	D	U.S. Mid Cap	13	0.5%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund	HYZD	B	U.S. Large Cap	4	0%
IQ Merger Arbitrage ETF	MNA	C-	U.S. Small Cap	4	0.75%
J P Morgan Chase & Co ETF	JPHF	F	U.S. Large Cap	6	0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETF	JPME	B	U.S. Mid Cap	9	0%
Global X Scientific Beta US ETF	SCIU	B	U.S. Mid Cap	10	0%
American Customer Satisfaction Core Alpha ETF	ACSI	B	U.S. Mid Cap	10	0%
JPMorgan Diversified Return US Equity ETF	JPUS	D	U.S. Large Cap	10	0%
U.S. Equities - Growth
Guggenheim S&P 500 Equal Weight Healthcare ETF	RYH	F++	U.S. All Cap - Growth	13	0.5%
Guggenheim S&P 500 Equal Weight Technology ETF	RYT	B++	U.S. All Cap - Growth	15	0.5%
John Hancock Multifactor Technology ETF	JHMT	B++	U.S. All Cap - Growth	16	0%
Janus Small/Mid Cap Growth Alpha ETF	JSMD	B++	U.S. Mid Cap - Growth	18	0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF	QAI	C++	U.S. All Cap - Growth	4	0.75%
U.S. Equities - Value
Global X SuperDividend ETF	SDIV	F--	U.S. Mid Cap - Value	10	0.58%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETF	ESGL	A--	U.S. Mega Cap - Value	10	0%
WisdomTree Total Dividend Fund	DTD	B--	U.S. Large Cap - Value	10	0.28%
Arrow Dow Jones Global Yield ETF	GYLD	F--	U.S. Mid Cap - Value	10	0.75%
Guggenheim S&P 500 Equal Weight Consumer Staples ETF	RHS	C--	U.S. Large Cap - Value	10	0.5%
WisdomTree MidCap Dividend Fund	DON	C--	U.S. Mid Cap - Value	11	0.38%
WisdomTree LargeCap Dividend Fund	DLN	B--	U.S. Large Cap - Value	11	0.28%
WisdomTree Dividend Ex-Financials Fund	DTN	C--	U.S. Large Cap - Value	11	0.38%
John Hancock Multifactor Consumer Staples ETF	JHMS	D--	U.S. Large Cap - Value	11	0%
Oppenheimer Large Cap Revenue ETF	RWL	B--	U.S. Large Cap - Value	11	0.49%
WisdomTree Total Earnings Fund	EXT	A--	U.S. Mega Cap - Value	12	0.28%
Guggenheim S&P MidCap 400 Equal Weight ETF	EWMC	B--	U.S. Small Cap - Value	12	0%
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETF	RCD	B--	U.S. Mid Cap - Value	12	0.5%
WisdomTree SmallCap Dividend Fund	DES	C--	U.S. Small Cap - Value	12	0.38%
Oppenheimer Ultra Dividend Revenue ETF	RDIV	C--	U.S. Mid Cap - Value	13	0%
WisdomTree U.S. SmallCap Dividend Growth Fund	DGRS	B--	U.S. Small Cap - Value	13	0%
Guggenheim S&P SmallCap 600 Equal Weight ETF	EWSC	A--	U.S. Small Cap - Value	14	0%
WisdomTree SmallCap Earnings Fund	EES	A--	U.S. Small Cap - Value	14	0.38%
John Hancock Multifactor Financials ETF	JHMF	A--	U.S. All Cap - Value	15	0%
Guggenheim S&P 500 Equal Weight Financials ETF	RYF	A--	U.S. All Cap - Value	15	0.5%
Oppenheimer Small Cap Revenue ETF	RWJ	C--	U.S. Small Cap - Value	16	0.54%
Global X MLP & Energy Infrastructure ETF	MLPX	F--	U.S. Mid Cap - Value	18	0%
John Hancock Multifactor Energy ETF	JHME	D--	U.S. Mid Cap - Value	18	0%
Global X MLP ETF	MLPA	F--	U.S. Mid Cap - Value	19	0.47%
Guggenheim S&P 500 Equal Weight Energy ETF	RYE	F--	U.S. Mid Cap - Value	21	0.5%
Global SuperDividend US ETF	DIV	F--	U.S. Mid Cap - Value	8	0.45%
Global X SuperDividend Alternatives ETF	ALTY	F--	U.S. Mid Cap - Value	8	0%
Legg Mason Low Volatility High Dividend ETF	LVHD	F--	U.S. Mid Cap - Value	9	0%
Global X SuperDividend REIT ETF	SRET	F--	U.S. Mid Cap - Value	10	0%
WisdomTree Equity Income Fund	DHS	D--	U.S. Large Cap - Value	10	0.38%
WisdomTree Global Equity Income Fund	DEW	C--	U.S. Large Cap - Value	10	0.58%
Specialty
ETFS Gold Trust	SGOL	B++	Gold	10	0.39%
Guggenheim S&P 500 Equal Weight Utilities ETF	RYU	A--	U.S. Real Estate	11	0.5%
ETFS Physical Precious Metal Basket Shares	GLTR	C++	Gold	11	0.6%
Guggenheim S&P 500 Equal Weight Real Estate ETF	EWRE	A--	U.S. Real Estate	12	0%
IQ US Real Estate Small Cap ETF	ROOF	D--	U.S. Real Estate	12	0.69%
ETFS Physical Silver Shares	SIVR	F++	Gold	17	0.45%
WisdomTree Chinese Yuan Fund	CYB	A++	Gold	8	0.45%
Global & Intl. Equity
WisdomTree DEFA Fund	DWM	C	International Large Cap	10	0.48%
JPMorgan Diversified Return International Currency Hedged ETF	JPIH	D+	International Large Cap - Growth	10	0%
Legg Mason International Low Volatility High Dividend ETF	LVHI	F	International Large Cap	10	0%
Legg Mason Developed EX-US Diversified Core ETF	DDBI	B+	Europe	10	0%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETF	ESGF	A+	International Large Cap - Growth	10	0%
WisdomTree International SmallCap Dividend Fund	DLS	A	International Large Cap	10	0.58%
Diversified Return International Equity ETF	JPIN	C+	International Large Cap - Growth	11	0%
WisdomTree International LargeCap Dividend Fund	DOL	C	International Large Cap	11	0.48%
WisdomTree International MidCap Dividend Fund	DIM	A	International Large Cap	11	0.58%
WisdomTree DEFA Equity Income Fund	DTH	C	International Large Cap	11	0.58%
IQ 50 Percent Hedged FTSE Europe ETF	HFXE	C-	Europe	11	0%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor Developed	JHMD	B	International Large Cap	11	0%
WisdomTree International Hedged Dividend Growth Fund	IHDG	D+	International Large Cap - Growth	11	0%
WisdomTree International Dividend Ex-Financials Fund	DOO	B	International Large Cap	11	0.58%
WisdomTree Global ex-U.S. Growth Fund	DNL	A+	International Large Cap - Growth	11	0.58%
LYXOR ETF SGQI EUR	SGQI	F++	International Large Cap	11	0%
JPMorgan Diversified Return Europe Equity ETF	JPEU	C-	Europe	11	0%
Global X Scientific Beta Europe ETF	SCID	A-	Europe	11	0%
WisdomTree Europe Hedged SmallCap Equity Fund	EUSC	D+	International Large Cap - Growth	12	0%
IQ 50 Percent Hedged FTSE International ETF	HFXI	C	International Large Cap	12	0%
Global X \| JPMorgan Efficiente Index ETF	EFFE	B+	International Large Cap - Growth	12	0%
JPMorgan Diversified Return Europe Currency Hedged ETF	JPEH	C+	Europe	12	0%
John Hancock Multifactor Utilities ETF	JHMU	F++	Japan	12	0%
Guggenheim S&P High Income Infrastructure ETF	GHII	F	International Large Cap	12	0%
WisdomTree Europe Dividend Growth Fund	EUDG	D+	International Large Cap - Growth	12	0%
WisdomTree Asia-Pacific ex-Japan Fund	AXJL	D++	Emerging Markets	12	0.48%
WisdomTree Global ex-US Real Estate Fund	DRW	A+	International Large Cap - Growth	12	0.58%
WisdomTree Japan SmallCap Dividend Fund	DFJ	A++	Japan	12	0.58%
WisdomTree Europe SmallCap Dividend Fund	DFE	A-	Europe	12	0.58%
WisdomTree Middle East Dividend Fund	GULF	A++	Emerging Markets	13	0%
WisdomTree Europe Hedged Equity Fund	HEDJ	F+	International Large Cap - Growth	13	0.58%
WisdomTree Australia Dividend Fund	AUSE	C--	Pacific ex-Japan	13	0.58%
Guggenheim MSCI Emerging Markets Equal Weight ETF	EWEM	B++	Emerging Markets	13	0.6%
WisdomTree Germany Hedged Equity Fund	DXGE	F+	International Large Cap - Growth	13	0%
JPMorgan Diversified Return Emerging Markets Equity ETF	JPEM	B++	Emerging Markets	14	0%
WisdomTree Emerging Markets Dividend Growth Fund	DGRE	C++	Emerging Markets	14	0%
WisdomTree Emerging Markets SmallCap Dividend Fund	DGS	A++	Emerging Markets	14	0.63%
John Hancock Multifactor Materials ETF	JHMA	C+	Europe	14	0%
WisdomTree Japan Hedged Dividend Growth Fund	JHDG	D++	Japan	14	0%
Global X Next Emerging & Frontier ETF	EMFM	B++	Emerging Markets	14	0%
Global X MSCI SuperDividend Emerging Markets ETF	SDEM	C++	Emerging Markets	14	0%
WisdomTree Emerging Markets Equity Income Fund	DEM	A++	Emerging Markets	14	0.63%
IQ 50 Percent Hedged FTSE Japan ETF	HFXJ	B++	Japan	14	0%
WisdomTree Emerging Markets Consumer Growth Fund	EMCG	C++	Emerging Markets	15	0%
WisdomTree Brazilian Real Fund	BZF	F++	Emerging Markets	15	0.45%
WisdomTree India Earnings Fund	EPI	F++	Emerging Markets	15	0.84%
WisdomTree Japan Hedged SmallCap Equity Fund	DXJS	D++	Japan	15	0%
WisdomTree Japan Hedged Equity Fund	DXJ	F++	Japan	16	0.48%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	XSOE	B++	Emerging Markets	16	0%
WisdomTree Japan Hedged Financials Fund	DXJF	F++	Japan	18	0%
WisdomTree China ex-State-Owned Enterprises Fund	CXSE	A++	Emerging Markets	20	0%
WisdomTree Emerging Currency Fund	CEW	B++	Emerging Markets	6	0.55%
WisdomTree Bloomberg U.S. Dollar Bullish Fund	USDU	F-	Europe	6	0%
IQ Global Resources ETF	GRES	D++	Emerging Markets	9	0.75%
JPMorgan Diversified Return Global Equity ETF	JPGE	B+	International Large Cap - Growth	10	0%
WisdomTree Dynamic Currency Hedged International Equity Fund	DDWM	D	International Large Cap	10	0%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
Janus Henderson Short Duration Income ETF	VNLA	B	U.S. Treasury - Short	1	0%
Global X Scientific Beta Asia ex-Japan ETF	SCIX	A	Bond - U.S. High Yield	11	0%
Global X \| JPMorgan US Sector Rotator Index ETF	SCTO	A	Bond - U.S. High Yield	11	0%
Global X Scientific Beta Japan ETF	SCIJ	A	Bond - U.S. High Yield	12	0%
JPMorgan Disciplined HY ETF	JPHY	C	Bond - U.S. High Yield	3	0%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration Fund	AGZD	C	U.S. Treasury - Short / Intermediate	3	0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield Fund	AGGY	C	Bond - U.S. Corporate	3	0%
IQ Enhanced Core Plus Bond U.S. ETF	AGGP	D	Bond - U.S. Corporate	3	0%
Guggenheim Total Return ETF	GTO	B	Bond - U.S. Corporate	3	0%
IQ Enhanced Core Bond U.S. ETF	AGGE	D	U.S. Treasury - Intermediate / Long	4	0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETF	HYLV	D	Bond - U.S. High Yield	4	0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration Fund	AGND	B+	U.S. Treasury - Long	6	0%
WisdomTree Emerging Markets Corporate Bond Fund	EMCB	C	Bond - Emerging Market	7	0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration Fund	HYND	A	U.S. Treasury - Intermediate / Long	9	0%
Other
WisdomTree United Kingdom Hedged Equity Fund	DXPS		Other	0	0%
WisdomTree Japan Hedged Real Estate Fund	DXJR		Other	0	0%
Janus Velocity Volatility Hedged Large Cap ETF	SPXH		Other	0	0.65%
Janus Velocity Tail Risk Hedged Large Cap ETF	TRSK		Other	0	0.65%
Chart Acquisition Corp	CACG		Other	0	0%

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