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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
U.S. Equities - Blend     
WisdomTree MidCap Earnings FundEZMA--U.S. Small Cap10fund risk0.38%
WisdomTree Europe Hedged Equity FundHEDJFU.S. All Cap10fund risk0.58%
WisdomTree Germany Hedged Equity FundDXGEFU.S. All Cap10fund risk0%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEB--U.S. Small Cap11fund risk0%
Guggenheim S&P 500 Equal Weight Materials ETFRTMB--U.S. Mid Cap11fund risk0.5%
WisdomTree Japan Hedged Equity FundDXJFU.S. All Cap12fund risk0.48%
WisdomTree Japan Hedged Financials FundDXJFFU.S. All Cap16fund risk0%
Janus Small/Mid Cap Growth Alpha ETFJSMDB--U.S. Mid Cap16fund risk0%
IQ Merger Arbitrage ETFMNAB--U.S. Micro Cap3fund risk0.75%
J P Morgan Chase & Co ETFJPHFFU.S. All Cap4fund risk0%
Janus Velocity Tail Risk Hedged Large Cap ETFTRSKB+U.S. Mega Cap6fund risk0.65%
WisdomTree LargeCap Dividend FundDLNCU.S. Large Cap6fund risk0.28%
JPMorgan Diversified Return US Equity ETFJPUSB--U.S. Mid Cap6fund risk0%
WisdomTree US Dividend Growth FundDGRWAU.S. Large Cap7fund risk0%
Global X Scientific Beta US ETFSCIUB--U.S. Mid Cap7fund risk0%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMEB--U.S. Mid Cap7fund risk0%
American Customer Satisfaction Core Alpha ETFACSIA--U.S. Mid Cap7fund risk0%
John Hancock Multifactor Large Cap ETFJHMLCU.S. All Cap7fund risk0%
Guggenheim S&P 500 Equal Weight ETFRSPB--U.S. Mid Cap7fund risk0.4%
WisdomTree Earnings 500 FundEPSBU.S. Large Cap7fund risk0.28%
Global X Conscious Companies ETFKRMAA--U.S. Mid Cap7fund risk0%
Janus Velocity Volatility Hedged Large Cap ETFSPXHCU.S. All Cap7fund risk0.65%
Global X S&P 500 Catholic Values ETFCATHAU.S. All Cap7fund risk0%
JPMorgan Diversified Return International Currency Hedged ETFJPIHF+U.S. Mega Cap8fund risk0%
John Hancock Multifactor Mid Cap ETFJHMMC--U.S. Mid Cap8fund risk0%
Global X Guru Index ETFGURUCU.S. All Cap8fund risk0.75%
Arrow DWA Tactical ETFDWATBU.S. Large Cap9fund risk0%
Legg Mason International Low Volatility High Dividend ETFLVHIFU.S. Large Cap9fund risk0%
John Hancock Multifactor Consumer Discretionary ETFJHMCA--U.S. Mid Cap10fund risk0%
John Hancock Multifactor Healthcare ETFJHMHC+U.S. Mega Cap10fund risk0%
John Hancock Multifactor Industrials ETFJHMIA--U.S. Mid Cap10fund risk0%
WisdomTree Europe Hedged SmallCap Equity FundEUSCFU.S. All Cap10fund risk0%
Guggenheim S&P 500 Equal Weight Industrials ETFRGIA--U.S. Mid Cap10fund risk0.5%
U.S. Equities - Growth     
Guggenheim S&P 500 Equal Weight Technology ETFRYTF++U.S. All Cap - Growth11fund risk0.5%
John Hancock Multifactor Technology ETFJHMTF++U.S. Large Cap - Growth12fund risk0%
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAIC++U.S. All Cap - Growth3fund risk0.75%
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHD++U.S. All Cap - Growth10fund risk0.5%
U.S. Equities - Value     
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDA--U.S. Mid Cap - Value10fund risk0.5%
Guggenheim S&P MidCap 400 Equal Weight ETFEWMCC--U.S. Mid Cap - Value11fund risk0%
Oppenheimer Ultra Dividend Revenue ETFRDIVB--U.S. Mid Cap - Value11fund risk0%
Oppenheimer Mid Cap Revenue ETFRWKD--U.S. Mid Cap - Value11fund risk0.54%
WisdomTree SmallCap Dividend FundDESB--U.S. Small Cap - Value11fund risk0.38%
WisdomTree Japan Hedged Real Estate FundDXJRC-U.S. Mega Cap - Value12fund risk0%
WisdomTree U.S. SmallCap Dividend Growth FundDGRSB--U.S. Small Cap - Value12fund risk0%
John Hancock Multifactor Financials ETFJHMFC-U.S. Mega Cap - Value12fund risk0%
Guggenheim S&P 500 Equal Weight Financials ETFRYFB--U.S. All Cap - Value12fund risk0.5%
WisdomTree SmallCap Earnings FundEESA--U.S. Small Cap - Value13fund risk0.38%
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCA--U.S. Small Cap - Value13fund risk0%
Oppenheimer Small Cap Revenue ETFRWJC--U.S. Small Cap - Value14fund risk0.54%
Global X MLP & Energy Infrastructure ETFMLPXF--U.S. Mid Cap - Value16fund risk0%
WisdomTree Equity Income FundDHSC-U.S. Large Cap - Value6fund risk0.38%
Global SuperDividend US ETFDIVD--U.S. Mid Cap - Value6fund risk0.45%
WisdomTree Total Dividend FundDTDA-U.S. Large Cap - Value6fund risk0.28%
Legg Mason Low Volatility High Dividend ETFLVHDC--U.S. Mid Cap - Value7fund risk0%
Global X | JPMorgan US Sector Rotator Index ETFSCTOA-U.S. Large Cap - Value7fund risk0%
WisdomTree Global Equity Income FundDEWB-U.S. Large Cap - Value7fund risk0.58%
Global X SuperDividend Alternatives ETFALTYD--U.S. Mid Cap - Value7fund risk0%
WisdomTree Dividend Ex-Financials FundDTNA--U.S. Mid Cap - Value7fund risk0.38%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGLA-U.S. Mega Cap - Value7fund risk0%
Oppenheimer Large Cap Revenue ETFRWLA-U.S. Large Cap - Value7fund risk0.49%
Global X SuperDividend REIT ETFSRETC--U.S. Mid Cap - Value8fund risk0%
WisdomTree Total Earnings FundEXTA--U.S. All Cap - Value8fund risk0.28%
WisdomTree MidCap Dividend FundDONB--U.S. Mid Cap - Value8fund risk0.38%
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSA-U.S. Large Cap - Value8fund risk0.5%
Global X SuperDividend ETFSDIVC--U.S. Mid Cap - Value9fund risk0.58%
WisdomTree United Kingdom Hedged Equity FundDXPSF-U.S. Large Cap - Value9fund risk0%
John Hancock Multifactor Consumer Staples ETFJHMSA--U.S. All Cap - Value9fund risk0%
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREA--U.S. Real Estate10fund risk0%
IQ US Real Estate Small Cap ETFROOFC--U.S. Real Estate11fund risk0.69%
John Hancock Multifactor Utilities ETFJHMUD--U.S. Real Estate11fund risk0%
Global X MLP ETFMLPAF++Commodities16fund risk0.47%
John Hancock Multifactor Energy ETFJHMEB++Commodities17fund risk0%
Guggenheim S&P 500 Equal Weight Energy ETFRYEF++Commodities19fund risk0.5%
WisdomTree Chinese Yuan FundCYBA++Gold7fund risk0.45%
Guggenheim S&P 500 Equal Weight Utilities ETFRYUC--U.S. Real Estate9fund risk0.5%
Global & Intl. Equity     
JPMorgan Diversified Return Europe Currency Hedged ETFJPEHB++Europe10fund risk0%
WisdomTree Japan Hedged Dividend Growth FundJHDGB++Japan11fund risk0%
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMA++Emerging Markets11fund risk0.6%
John Hancock Multifactor Materials ETFJHMAA++Emerging Markets11fund risk0%
WisdomTree Emerging Markets SmallCap Dividend FundDGSB++Emerging Markets11fund risk0.63%
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMD++Emerging Markets11fund risk0%
WisdomTree Emerging Markets Equity Income FundDEMC++Emerging Markets11fund risk0.63%
WisdomTree Japan Hedged SmallCap Equity FundDXJSB++Japan12fund risk0%
Global X MSCI SuperDividend Emerging Markets ETFSDEMF++Emerging Markets12fund risk0%
WisdomTree Australia Dividend FundAUSEB--Pacific ex-Japan12fund risk0.58%
Global X Next Emerging & Frontier ETFEMFMB++Emerging Markets12fund risk0%
WisdomTree Emerging Markets Dividend Growth FundDGRED++Emerging Markets12fund risk0%
WisdomTree Middle East Dividend FundGULFC++Emerging Markets12fund risk0%
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEA++Emerging Markets12fund risk0%
WisdomTree Emerging Markets Consumer Growth FundEMCGB++Emerging Markets13fund risk0%
WisdomTree India Earnings FundEPID++Emerging Markets13fund risk0.84%
WisdomTree Brazilian Real FundBZFF++Emerging Markets15fund risk0.45%
WisdomTree China ex-State-Owned Enterprises FundCXSEA++Emerging Markets16fund risk0%
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUD+Europe5fund risk0%
WisdomTree Emerging Currency FundCEWB++Emerging Markets6fund risk0.55%
JPMorgan Diversified Return Global Equity ETFJPGEA+International Large Cap - Growth6fund risk0%
Diversified Return International Equity ETFJPINB+International Large Cap - Growth7fund risk0%
WisdomTree Dynamic Currency Hedged International Equity FundDDWMCInternational Large Cap7fund risk0%
WisdomTree International SmallCap Dividend FundDLSAInternational Large Cap8fund risk0.58%
WisdomTree DEFA FundDWMBInternational Large Cap8fund risk0.48%
WisdomTree International MidCap Dividend FundDIMAInternational Large Cap8fund risk0.58%
Legg Mason Developed EX-US Diversified Core ETFDDBIA++Europe8fund risk0%
WisdomTree International LargeCap Dividend FundDOLBInternational Large Cap8fund risk0.48%
IQ Global Resources ETFGRESA--Pacific ex-Japan8fund risk0.75%
IQ 50 Percent Hedged FTSE Japan ETFHFXJA++Japan8fund risk0%
WisdomTree International Dividend Ex-Financials FundDOOBInternational Large Cap8fund risk0.58%
WisdomTree Japan SmallCap Dividend FundDFJA++Japan8fund risk0.58%
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDAInternational Large Cap8fund risk0%
WisdomTree Global ex-U.S. Growth FundDNLA+International Large Cap - Growth8fund risk0.58%
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGFA++Emerging Markets8fund risk0%
WisdomTree DEFA Equity Income FundDTHB-International Large Cap - Value8fund risk0.58%
WisdomTree International Hedged Dividend Growth FundIHDGD+International Large Cap - Growth8fund risk0%
Global X Scientific Beta Japan ETFSCIJA++Japan9fund risk0%
Global X Scientific Beta Europe ETFSCIDA++Europe9fund risk0%
JPMorgan Diversified Return Europe Equity ETFJPEUB+Europe9fund risk0%
WisdomTree Europe Dividend Growth FundEUDGC+International Large Cap - Growth9fund risk0%
WisdomTree Asia-Pacific ex-Japan FundAXJLC++Emerging Markets9fund risk0.48%
WisdomTree Europe SmallCap Dividend FundDFEA+Europe9fund risk0.58%
Arrow Dow Jones Global Yield ETFGYLDF++Emerging Markets10fund risk0.75%
Global X Scientific Beta Asia ex-Japan ETFSCIXA--Pacific ex-Japan10fund risk0%
IQ 50 Percent Hedged FTSE International ETFHFXIBInternational Large Cap10fund risk0%
IQ 50 Percent Hedged FTSE Europe ETFHFXEC++Europe10fund risk0%
Guggenheim S&P High Income Infrastructure ETFGHIIFInternational Large Cap10fund risk0%
LYXOR ETF SGQI EURSGQIB++International Large Cap10fund risk0%
WisdomTree Global ex-US Real Estate FundDRWA++Emerging Markets10fund risk0.58%
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
Janus Henderson Short Duration Income ETFVNLABU.S. Treasury - Short1fund risk0%
ETFS Physical Precious Metal Basket SharesGLTRA+U.S. Treasury - TIPS11fund risk0.6%
ETFS Physical Silver SharesSIVRB+U.S. Treasury - TIPS16fund risk0.45%
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDBU.S. Treasury - Short / Intermediate3fund risk0%
JPMorgan Disciplined HY ETFJPHYCBond - U.S. High Yield3fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYB+U.S. Treasury - Intermediate / Long3fund risk0%
IQ Enhanced Core Plus Bond U.S. ETFAGGPC+Bond - U.S. Mortgages3fund risk0%
Guggenheim Total Return ETFGTOA+U.S. Treasury - Intermediate / Long3fund risk0%
IQ Enhanced Core Bond U.S. ETFAGGEC+U.S. Treasury - Intermediate / Long4fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDBBond - U.S. High Yield4fund risk0%
WisdomTree Barclays U.S. Aggregate Bond Negative Duration FundAGNDB+Bond - U.S. Municipals5fund risk0%
WisdomTree Emerging Markets Corporate Bond FundEMCBABond - U.S. High Yield6fund risk0%
WisdomTree BofA Merrill Lynch High Yield Bond Negative Duration FundHYNDA+U.S. Treasury - Intermediate / Long8fund risk0%
Global X | JPMorgan Efficiente Index ETFEFFEA++Bond - Emerging Market9fund risk0%
ETFS Gold TrustSGOLAU.S. Treasury - Short / Intermediate10fund risk0.39%
Chart Acquisition CorpCACG Other0fund risk0%
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLV Other0fund risk0%
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